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you are here: Moneycontrol Mutual Funds Mid Cap Fund Motilal Oswal Mutual Fund Motilal Oswal Midcap 30 Fund - Direct Plan (D)

Motilal Oswal Midcap 30 Fund - Direct Plan (D)

Previous Name: Motilal Oswal MOSt Focused Midcap 30 Fund - Direct Plan (D)
Plan: Direct | Option: Dividend | Type : Open-Ended
23.068 0.32 ( 1.42 %)
NAV as on 14 Aug, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Info

Relatively Weak performance in the category

The scheme is ranked 5 in Mid Cap Fund category by Crisil (for quarter ended Jun 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Motilal Oswal MOSt Focused Midcap 30 Fund has been renamed as Motilal Oswal Midcap 30 Fund w.e.f March 16, 2018.

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Returns (NAV as on Aug 14, 2018)
Period Returns(%) Rank#
1 Month 5.4
3 Months 6.4
6 Months -1.0
1 Year 2.5
2 Years 13.5
3 Years 41.8
5 Years - -

# Moneycontrol Rank within 47 Mid Cap Fund Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -17.6 -0.3 - - -
2017 10.4 2.6 1.0 11.2 28.7
2016 -11.9 10.8 11.2 -10.6 -0.3
2015 5.9 2.4 0.0 0.2 11.6
2014 7.3 31.9 10.4 13.9 76.2

View where it stands within its peers

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Performance

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

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 5.4 6.4 -1 2.5 13.5 41.8 0
Category average 3 -2.5 -2.1 9.6 11.7 9.3 19.6
Difference of Fund returns and Category returns 2.4 8.9 1.1 -7.1 1.8 32.5 0
Best of Category 7.6 6.4 12.8 25.2 21.9 16.6 31.6
Worst of Category 1.6 -5.9 -7.9 -0.1 5.2 5.8 11.9
Benchmark returns # 8.1 -0.2 -4.5 7.8 13.7 11.4 22.5
Difference of Fund returns and Benchmark returns -2.7 6.6 3.5 -5.3 -0.2 30.4 0
# Benchmark Index: NIFTY MIDCAP 100

Investment Information

Investment Objective

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

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Dividend

  • Launch Date:

    Jul 02, 0014

  • Benchmark:

    NIFTY MIDCAP 100

  • Asset size (Rs Cr):

    626.07 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    Rs.2.00 View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Akash Singhania / Niket Shah
    View performance of schemes managed by the Fund Manager

  • Notes:

    Motilal Oswal MOSt Focused Midcap 30 Fund has been renamed as Motilal Oswal Midcap 30 Fund w.e.f March 16, 2018.

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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
HDFC Mid-Cap Opportunities Fund (G) 17,638.27 57.9 -0.6 0.2 10.2 13.5 28.3
HDFC Mid-Cap Opportunities Fund - Direct Plan (G) 2,460.33 60.8 -0.3 0.8 11.4 14.6 29.4
Reliance Growth Fund - Retail Plan (G) 6,566.71 1119.2 -0.8 -3.2 7.0 9.5 21.9
Reliance Growth Fund - Direct Plan (G) 500.24 1164.8 -0.6 -2.8 7.8 10.3 22.8
Franklin India Prima Fund - Direct Plan (G) 870.29 1041 -0.4 0.3 10.7 13.9 28.0
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jun 30, 2018
Company Sector Value %Assets
RBL Bank Banking/Finance 32.61 6.51
IndusInd Bank Banking/Finance 35.96 5.79
Page Industries Manufacturing 27.95 5.25
Bajaj Finance Banking/Finance 40.43 4.96
City Union Bank Banking/Finance 30.81 4.50
Astral Poly Tec Manufacturing 23.72 3.96
CG Consumer Manufacturing 23.41 3.87
Kansai Nerolac Chemicals 22.98 3.82
Eris Life Pharmaceuticals 24.59 3.77
Voltas Conglomerates 24.04 3.70
Asset Allocation (%) As on Jun 30, 2018
Equity 98.34
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 1.66
Sector Allocation (%) As on Jun 30, 2018
Sector %
Banking/Finance 34.54
Manufacturing 16.71
Automotive 15.48
Engineering 7.28
Chemicals 4.95
Pharmaceuticals 3.77
Concentration As on Jun 30, 2018
Holdings %
Top 5 27.01
Top 10 98.34
Sectors %
Top 3 66.73
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