- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Fund Information
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As of 28 Feb 2025, fund size of Motilal Oswal Mid Cap 30 Fund is
23,703.68 Cr. -
Motilal Oswal Mid Cap 30 Fund shown here is of
Growthplan.
-
The Total Expense Ratio (TER) of the fund is
1.61%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.
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Motilal Oswal Mid Cap 30 Fund is an
Equityoriented mutual fund in the
- Mid Cap Fundcategory.
-
NIFTY Midcap 150 TRI
is the benchmark for Motilal Oswal Mid Cap 30 Fund. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.
-
The inception date of a mutual fund refers to the date when the fund was first established and began operations. It is the starting point from which the fund's performance, returns, and other key metrics are calculated. The fund was started on
02 Feb 2014as at present it is 11 years old fund.
-
Name of the AMC is
Motilal Oswal Mutual Funds.
Click here to
know moreabout Motilal Oswal Mutual Funds.
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Motilal Oswal Mid Cap 30 Fund managed by following fund manager(s);
Riskometer
Investors understand that their
principal
will be at Very High risk
How does the
Return Comparison of the Motilal Oswal Mid Cap 30 Fund fare against peer funds in the Mid Cap fund category?
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Motilal Oswal Mid Cap 30 Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Mid Cap fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 11.87% | 9.42% | 2.75% | 21.57% | 36.61% | 32.10% | 37.96% | 17.99% |
| Category Average | 8.75% | 7.15% | -0.84% | 10.63% | 27.50% | 24.03% | 30.00% | 15.67% |
| Motilal Oswal Mid Cap 30 Fund | 11.87% | 5.67% | -2.89% | 21.13% | 36.61% | 32.10% | 37.96% | 17.99% |
| HDFC Mid-Cap Opportunities Fund | 8.89% | 6.31% | 0.69% | 13.13% | 30.86% | 29.87% | 33.75% | 17.48% |
| Invesco India Mid Cap Fund | 9.93% | 9.42% | 2.75% | 21.57% | 32.74% | 28.79% | 30.66% | 17.25% |
| Edelweiss Mid Cap Fund | 9.28% | 8.73% | 0.79% | 20.36% | 32.58% | 28.39% | 33.45% | - |
| Nippon India Growth Fund | 8.19% | 8.98% | 0.14% | 14.01% | 32.07% | 28.17% | 34.13% | 17.41% |
| Sundaram Mid Cap Fund | 7.83% | 7.35% | -0.48% | 13.35% | 30.69% | 27.35% | 30.12% | 14.91% |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Motilal Oswal Mid Cap 30 Fund are shown below;
Equity 76.91%
Debt 0.00%
Others 23.09%
Top Equity Holdings
| Name of the Equity | Holding Percentage |
|---|---|
| Coforge Ltd | 9.91% |
| Kalyan Jewellers India Ltd | 6.83% |
| Dixon Technologies (India) Ltd | 6.67% |
| Max Healthcare Institute Ltd | 4.11% |
| One 97 Communications Ltd | 3.94% |
| Others | 68.54% |
Allocation by Sector
| Name of the Sector | Holding Percentage |
|---|---|
| Information Technology | 23.41% |
| N/A | 23.09% |
| Technology | 22.32% |
| Consumer Durables | 14.77% |
| Financial | 14.66% |
| Others | 1.75% |
Portfolio Holdings shown is as of 28 Feb 2025