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Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

37.11

as on 22 Sep 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 25,775 today.

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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

  • ₹ 62.266

    as on 22 Sep 2023
  • Regular - Growth

  • 5 / 25

  • ₹ 500

  • ₹ 3,801 Cr.

    as on 31 May 2023
  • 1.9%

  • 24 Feb 2014

  • Equity - Mid Cap Fund

  • Nifty 50

  • Motilal Oswal Mutual Fund

    Show All Funds
  • Motilal Oswal Midcap 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 ₹ 62.266 as on 22 Sep 2023.

This fund has 9 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.9%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

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 ShahMr. Shah is a MBA in Finance Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.
  • About Ankush Sood

    Picture of Ankush SoodMr. Sood is a B.Tech, MBA (Tech) He has prior experience prominently in Institutional Sales Trading Function. He has been associated with Motilal Oswal Financial Services Limited wherein he was primarily responsible for Servicing Domestic & Foreign Institutional Clients.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very 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 4.62% 15.06% 32.88% 28.97% 41.90% 38.15% 23.02% 23.70% 45.25% 31.19% 30.25% 30.54% 20.18%
Category Average 2.36% 9.26% 25.55% 18.15% 13.67% 29.40% 17.32% 20.04% 34.51% 21.63% 22.39% 23.19% 17.35%
Motilal Oswal Midcap 30 Fund 4.62%₹ 10,462 7.08%₹ 10,707 26.18%₹ 12,618 16.65%₹ 11,664 34.69%₹ 14,150 22.35%₹ 14,970 27.07%₹ 31,098 37.11%₹ 25,775 30.25%₹ 55,532 19.68%₹ 24,576 27.72%₹ 1,18,866 - -
Kotak Emerging Equity Fund 1.61%₹ 10,160 8.20%₹ 10,819 21.98%₹ 12,198 15.92%₹ 11,591 29.90%₹ 13,864 13.60%₹ 12,905 20.53%₹ 29,322 31.24%₹ 22,606 22.30%₹ 49,852 19.24%₹ 24,131 24.18%₹ 1,09,217 23.70%₹ 84,085 19.33%₹ 3,32,334
SBI Magnum Mid Cap Fund 3.77%₹ 10,377 6.77%₹ 10,677 25.98%₹ 12,598 16.17%₹ 11,616 33.66%₹ 14,088 16.38%₹ 13,544 22.65%₹ 29,893 35.07%₹ 24,641 25.15%₹ 51,839 19.65%₹ 24,543 26.49%₹ 1,15,425 22.05%₹ 73,515 18.19%₹ 3,12,438
Nippon India Growth Fund 4.04%₹ 10,404 13.24%₹ 11,324 32.52%₹ 13,252 23.98%₹ 12,398 44.35%₹ 14,718 16.06%₹ 13,468 27.65%₹ 31,255 34.31%₹ 24,227 27.61%₹ 53,599 20.63%₹ 25,573 26.87%₹ 1,16,481 20.34%₹ 63,829 19.13%₹ 3,28,693
PGIM India Midcap Opportunities Fund 1.34%₹ 10,133 4.81%₹ 10,480 15.73%₹ 11,573 5.38%₹ 10,537 17.16%₹ 13,087 6.97%₹ 11,441 11.80%₹ 27,013 30.52%₹ 22,237 17.86%₹ 46,847 21.03%₹ 25,998 25.83%₹ 1,13,636 - -
Edelweiss Mid Cap Fund 1.53%₹ 10,152 7.58%₹ 10,758 24.36%₹ 12,435 15.63%₹ 11,562 30.52%₹ 13,901 12.80%₹ 12,723 20.36%₹ 29,276 31.35%₹ 22,660 22.23%₹ 49,800 18.45%₹ 23,336 24.36%₹ 1,09,694 - -

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Midcap 30 Fund as on 26 Sep 2023 are listed below:

  • Equity Holdings:

    88.72%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    11.29%

Top Sector Holdings of Motilal Oswal Midcap 30 Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 21.68% ₹ 977.25 Cr.
Auto ancillaries 9.84% ₹ 443.76 Cr.
E-retail/ e-commerce 9.04% ₹ 407.40 Cr.
NBFC 8.58% ₹ 386.82 Cr.
Chemicals - Speciality 5.52% ₹ 248.86 Cr.
Others 45.34% -

Top Stock Holdings of Motilal Oswal Midcap 30 Fund

Name of StocksHolding PercentageHolding Values in Crore
Tube Investments Of India Ltd. 9.84% ₹ 443.76 Cr.
Zomato Ltd. 9.04% ₹ 407.40 Cr.
Persistent Systems Ltd. 6.84% ₹ 308.30 Cr.
Coforge Ltd. 6.57% ₹ 296.08 Cr.
KPIT Technologies Ltd. 6.54% ₹ 295.00 Cr.
Others 61.17% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 6.55%
TREPS 4.74%