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Motilal Oswal MOSt Focused Midcap 30 Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
24.718 0.32 (1.26%)

NAV as on 16 Feb, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Motilal Oswal Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in Small & Mid Cap category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 16 Feb, 2018)

Period Returns (%) Rank #
1 mth -9.5 136
3 mth -4.5 141
6 mth -1.2 135
1 year 7.3 131
2 year 17.3 125
3 year 8.5 105
5 year - -

# Moneycontrol Rank within 159 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 12.4 2.3 0.7 10.9 29.8
2016 -7.0 10.4 10.9 -10.9 4.3
2015 10.9 2.1 -0.3 -0.1 15.9
2014 7.2 31.6 10.2 13.4 74.4

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -9.5 -4.5 -1.2 7.3 17.3 8.5 --
Category avg -7.4 3.9 11.5 24.9 24.9 11.2 13.3
Difference of Fund returns and Category returns -2.1 -8.4 -12.7 -17.6 -7.6 -2.7 --
Best of category -3.7 7.9 29.7 53.5 45.6 27.1 37.0
Worst of category -9.5 -4.5 -1.2 7.3 17.3 6.7 15.6
Benchmark returns # -7.5 1.3 8.9 22.4 30.2 14.6 19.8
Difference of Fund returns and Benchmark returns -2.0 -5.8 -10.1 -15.1 -12.9 -6.1 --
Motilal Oswal MOSt Focused Midcap 30 Fund - Regular Plan (G) Review by Crisil - Rating: 1 (Rank 5 out of 5)
# Benchmark Index: NIFTY MIDCAP 100

Investment Info

Investment Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 17, 2014
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 785.41 (Dec-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Siddharth Bothra / Akash Singhania
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load of 1% id redemmed within one year from the date of allotment

Contact Details

Regd. Office 10th Floor, Motilal Oswal Tower, Rahimtulla Sayani Road, Opp. Parel ST Depot, Prabhadevi, Mumbai, 400025
Tel. No. 022-39804263
Fax No. 022-22816161
Email mfservice@motilaloswal.com
Website http://www.motilaloswal.com/assetmanagement/

Peer Comparison

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opport.- Direct (G) Rank 3
2,368.35 0.7 8.2 22.8 16.7 27.1
HDFC MidCap Opportunities (G) Rank 3
17,064.28 0.5 7.6 21.6 15.6 26.1
DSP BR Micro Cap Fund - Regular (G) Rank 2
5,357.24 3.7 13.0 23.0 20.1 32.9
DSP BR Micro Cap Fund - Direct (G) Rank 3
951.11 3.8 13.2 23.5 20.8 33.7
Sundaram Select Midcap -RP (G) Rank 3
5,587.07 0.8 7.4 19.5 15.1 26.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 29, 17)

Equity Sector Value
(Rs cr)
Asset %
RBL Bank Banking/Finance 55.37 7.05
TVS Motor Automotive 47.75 6.08
Voltas Conglomerates 47.44 6.04
Quess Corp Engineering 44.69 5.69
Page Industries Manufacturing 43.51 5.54
Bajaj Finance Banking/Finance 42.65 5.43
AU Small Financ Banking/Finance 41.31 5.26
Max Financial Manufacturing 41.31 5.26
DCB Bank Banking/Finance 40.53 5.16
IGL Oil & Gas 38.17 4.86

Full Portfolio

Sector Allocation (Dec 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 25.99 0.00 0.00
Manufacturing 22.94 0.00 0.00
Engineering 13.75 0.00 0.00
Automotive 8.83 0.00 0.00
Cement 8.09 0.00 0.00
Conglomerates 6.04 0.00 0.00

View All Sectors

Asset Allocation (%)(Dec 29, 17)

Equity 99.83
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.17

View All

Concentration

Holdings (%)
Top 5 30.40
Top 10 56.37
Sector (%)
Top 3 62.68

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