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

Motilal Oswal Midcap 30 Fund - Regular Plan (D)

Previous Name: Motilal Oswal MOSt Focused Midcap 30 Fund - Regular Plan (D)
Plan: Regular | Option: Dividend | Type : Open-Ended
Buy
21.686 0.12 ( 0.57 %)
NAV as on 17 Aug, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Info

Below average performance in the category

The scheme is ranked 4 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 17, 2018)
Period Returns(%) Rank#
1 Month 6.0
3 Months 5.8
6 Months 0.1
1 Year -1.0
2 Years 11.2
3 Years 39.4
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 -18.3 -0.6 - - -
2017 9.9 2.3 0.7 10.9 26.9
2016 -12.3 10.4 10.9 -10.9 -1.7
2015 5.4 2.1 -0.3 -0.1 10.2
2014 7.2 31.6 10.2 13.4 74.4

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 6 5.8 0.1 -1 11.2 39.4 0
Category average 5.4 -0.8 0 6.9 11.8 8.9 20.1
Difference of Fund returns and Category returns 0.6 6.6 0.1 -7.9 -0.6 30.5 0
Best of Category 8.3 6.4 13.7 24 21.6 16.6 32.3
Worst of Category 2.9 -4.7 -6.3 -0.8 4.9 5.7 13.1
Benchmark returns # 6.8 1.5 -0.2 7.3 13.9 11.6 24
Difference of Fund returns and Benchmark returns -0.8 4.3 0.3 -8.3 -2.7 27.8 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):

    723.77 ( 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 - Direct Plan (G) 2,460.33 61.3 0.9 3.1 11.2 14.6 30.3
HDFC Mid-Cap Opportunities Fund (G) 17,638.27 58.5 0.6 2.5 10.0 13.5 29.1
Reliance Growth Fund - Retail Plan (G) 6,566.71 1123.3 0.5 -1.0 5.9 9.5 22.7
Reliance Growth Fund - Direct Plan (G) 500.24 1169.1 0.7 -0.6 6.7 10.3 23.6
Franklin India Prima Fund - Direct Plan (G) 870.29 1042.9 0.0 1.5 9.7 13.8 28.7
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jun 30, 2018
Company Sector Value %Assets
RBL Bank Banking/Finance 35.79 6.51
IndusInd Bank Banking/Finance 39.47 5.79
Page Industries Manufacturing 30.68 5.25
Bajaj Finance Banking/Finance 44.38 4.96
City Union Bank Banking/Finance 33.81 4.50
Astral Poly Tec Manufacturing 26.04 3.96
CG Consumer Manufacturing 25.70 3.87
Kansai Nerolac Chemicals 25.22 3.82
Eris Life Pharmaceuticals 27.00 3.77
Voltas Conglomerates 26.38 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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