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Motilal Oswal Midcap 30 Fund - Growth

  • Regular
  • Direct
Category : Mid Cap Fund
(Min ₹500 for SIP, ₹500 for one time investment)
  • Latest (Updated on 31st Dec 2019)
    Crisil Rank
  • (Updated on 30th Sep 2019)
    Crisil Rank
  • (Updated on 30th Jun 2019)
    Crisil Rank
  • (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
Should you invest in this fund? - Fund has improved its performance compared to similar funds in the Mid Cap Fund. Existing investors can hold their investments. Fund performance is still average compared to peers so fresh investments can be avoided.

Returns (NAV as on 26th March, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 19-Mar-20 9820.80 -1.79% - -6.23% 29/30
1 Month 26-Feb-20 6930.80 -30.69% - -28.40% 27/30
3 Month 26-Dec-19 7389.30 -26.11% - -25.09% 23/29
6 Month 26-Sep-19 7534.30 -24.66% - -22.47% 23/29
YTD 01-Jan-20 7324.90 -26.75% - -25.33% 24/30
1 Year 26-Mar-19 7935.00 -20.65% -20.60% -23.87% 12/28
2 Year 26-Mar-18 7987.00 -20.13% -10.62% -13.93% 9/28
3 Year 24-Mar-17 8158.40 -18.42% -6.54% -5.32% 18/27
5 Year 26-Mar-15 10169.30 1.69% 0.34% 1.09% 16/24
Since Inception 24-Feb-14 19626.00 96.26% 11.71% 6.63% 12/30

SIP Returns (NAV as on 26th March, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 26-Mar-19 12000 9204.67 -23.29 % -40.01 %
2 Year 26-Mar-18 24000 18777.01 -21.76 % -21.77 %
3 Year 24-Mar-17 36000 28022.99 -22.16 % -15.6 %
5 Year 26-Mar-15 60000 50985.46 -15.02 % -6.37 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -1.02% -31.18% -27.31% -25.21% -27.54% -21.91% -11.84% -6.89% 0.09%
Nifty 50 0.22% -25.56% -29.28% -24.77% -28.83% -24.27% -7.77% -1.44% 0.75%
Benchmark: Nifty Midcap 100 TRI -0.64% -32.11% -30.52% -27.33% -30.91% -33.35% -20.37% -10.41% -0.46%
Category Average -0.36% -28.40% -25.09% -22.47% -25.33% -23.87% -13.93% -5.32% 1.09%
Category Rank 26/27 27/30 23/29 23/29 24/30 12/28 9/28 18/27 16/24
Best in Category 0.59% -22.01% -18.67% -14.95% -18.61% -10.27% -1.26% 5.99% 5.62%
Worst in Category -1.04% -32.11% -31.89% -30.47% -32.03% -33.35% -20.52% -10.41% -3.02%

Best Quarters

Period This Fund Nifty 50 Nifty Midcap 100 TRI Category Average
Q2 - 2014 30.18% 13.25% 29.22% 29.44%
Q4 - 2014 13.42% 4.24% 10.64% 11.23%
Q1 - 2017 13.27% 12.16% 18.74% 15.91%

Worst Quarters

Period This Fund Nifty 50 Nifty Midcap 100 TRI Category Average
Q1 - 2018 -9.93% -2.14% -9.53% -7.67%
Q1 - 2020 -26.75% -28.91% -31.38% -27.69%
Q1 - 2018 -10.43% -2.14% -9.53% -7.67%

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