MyWealthGrowth.com logo
HomeMutual Funds

Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

23.00

as on 26 Nov 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,620 today.

Invest Now

NAV Performance

Motilal Oswal Midcap 30 Fund performance graph for last 3 years
Performance of Motilal Oswal Midcap 30 Fund for last 3 Years

Fund Information

  • ₹ 43.526

    as on 26 Nov 2021
  • Regular - Growth

  • 15 / 25

  • ₹ 500

  • ₹ 2,040 Cr.

    as on 26 Nov 2021
  • 2.1%

    since 31 May 2021
  • 24 Feb 2014

  • Equity - Mid Cap Fund

  • Nifty Midcap 100 TRI

  • Motilal Oswal Mutual Fund

    Show All Funds
  • Motilal Oswal Midcap 30 Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges.

Highlights of this fund

Motilal Oswal Midcap 30 Fund is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 24 Feb 2014. This fund is offered by one of the top AMC (Assets Management Company) Motilal Oswal Mutual Fund. You can also view here all other Equity funds offered by Motilal Oswal Mutual Fund.

Latest NAV of the fund is ₹ 43.526 as on 26 Nov 2021.

This fund has 7 years of track record. Since 31 May 2021 expense ratio of this fund is 2.1%. Ideally you shoulds compare this fund with the benchmark Nifty Midcap 100 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

To achieve long term capital appreciation by investing in a maximum of 30 quality midcap companies having long-term competitive advantages and potential for growth.

List of Fund Managers of Motilal Oswal Midcap 30 Fund

  • About Niket Shah

    Picture of Niket Shah

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 1.33% 14.03% 27.95% 69.86% 54.40% 34.44% 23.01% 21.97% 57.97% 66.61% 50.43% 30.38% 21.56%
Category Average -2.79% 6.88% 17.44% 52.21% 33.31% 22.94% 17.41% 19.16% 41.24% 47.13% 33.74% 21.62% 18.94%
Motilal Oswal Midcap 30 Fund 0.76%₹ 10,076 14.03%₹ 11,403 27.95%₹ 12,794 58.07%₹ 15,807 57.97%₹ 15,507 28.46%₹ 16,512 50.33%₹ 37,738 23.00%₹ 18,620 35.13%₹ 59,264 14.97%₹ 20,100 21.11%₹ 1,01,437 - -
Kotak Emerging Equity Fund -1.54%₹ 9,845 5.59%₹ 10,559 16.04%₹ 11,603 53.07%₹ 15,307 39.68%₹ 14,449 33.59%₹ 17,859 48.08%₹ 37,074 25.32%₹ 19,692 35.85%₹ 59,819 18.89%₹ 23,773 22.99%₹ 1,06,168 21.62%₹ 70,927 21.48%₹ 3,73,276
Axis Mid Cap Fund -2.08%₹ 9,791 5.33%₹ 10,532 19.32%₹ 11,931 46.68%₹ 14,667 40.36%₹ 14,489 32.59%₹ 17,592 43.73%₹ 35,804 26.64%₹ 20,322 34.65%₹ 58,888 23.01%₹ 28,196 25.43%₹ 1,12,589 21.97%₹ 73,010 21.56%₹ 3,75,031
Invesco India Midcap Fund -3.54%₹ 9,645 7.97%₹ 10,796 17.66%₹ 11,766 47.53%₹ 14,753 38.72%₹ 14,392 32.82%₹ 17,655 43.70%₹ 35,796 22.79%₹ 18,525 33.26%₹ 57,827 19.13%₹ 24,015 22.31%₹ 1,04,436 20.69%₹ 65,702 20.27%₹ 3,49,639
Edelweiss Mid Cap Fund -3.23%₹ 9,677 7.23%₹ 10,722 17.07%₹ 11,706 56.75%₹ 15,674 43.67%₹ 14,683 36.85%₹ 18,742 51.67%₹ 38,134 25.95%₹ 19,992 23.83%₹ 1,08,342 - - - -
PGIM India Midcap Opportunities Fund -1.63%₹ 9,836 7.81%₹ 10,781 22.20%₹ 12,219 69.22%₹ 16,921 55.79%₹ 15,383 54.40%₹ 23,866 66.61%₹ 42,662 34.44%₹ 24,320 50.43%₹ 71,917 22.15%₹ 27,221 30.38%₹ 1,26,654 - -

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Midcap 30 Fund as on 29 Nov 2021 are listed below:

  • Equity Holdings:

    92.70%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    7.32%

Top Sector Holdings of Motilal Oswal Midcap 30 Fund

Name of SectorHolding PercentageHolding Values in Crore
NBFC 18.42% ₹ 445.50 Cr.
Auto ancillaries 10.25% ₹ 247.88 Cr.
Residential/commercial/sez project 7.17% ₹ 173.53 Cr.
Power equipment 6.91% ₹ 167.16 Cr.
Banks 6.11% ₹ 147.71 Cr.
Others 51.14% -

Top Stock Holdings of Motilal Oswal Midcap 30 Fund

Name of StocksHolding PercentageHolding Values in Crore
Tube Investments Of India Ltd. 10.25% ₹ 247.88 Cr.
Max Financial Services Ltd. 9.66% ₹ 233.66 Cr.
Phoenix Mills Ltd. 7.17% ₹ 173.53 Cr.
CG Power and Industrial Solutions Ltd. 6.91% ₹ 167.16 Cr.
Crompton Greaves Consumer Electricals Ltd. 5.36% ₹ 129.62 Cr.
Others 60.65% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 6.87%
TREPS 0.45%