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Home Mutual FundsEquityMid Cap FundMotilal Oswal Mid Cap 30 Fund

Motilal Oswal Mid Cap 30 Fund

The fund details shown here are of the Growth Plan option and belongs to the Equity, Mid Cap Fund category.

The NAV for Motilal Oswal Mid Cap 30 Fund Fund is 104.203 as of 19 Nov 2024. NAV or Net Asset Value, is a crucial metric in the context of mutual funds. It represents the per - unit market value of a mutual fund scheme. NAV is calculated by the fund house on every business day and is a key factor in determining the value of an investor's holdings in the mutual fund.

This fund has given 31.90% annualized return for the last 3 years.

Motilal Oswal Mid Cap 30 Fund has 5 Star Rating at present. The present riskometer shown below is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of   ₹    for

Below table shows comparison of Motilal Oswal Mid Cap 30 Fund with respect to the investments in Fixed Deposit and Gold for the Total investment of ₹36,000 over the period of 3 years.

Total Value Gain Return %
This Fund

65,428

29,428

42.82%
Bank FD

39,824

3,824

 6.5%
Gold

40,770

4,770

 8.00%

Fund Information

  • As of 31 Jan 2024, fund size of Motilal Oswal Mid Cap 30 Fund is 7,972.05 Cr.

  • Motilal Oswal Mid Cap 30 Fund shown here is of Growth plan.

  • The Total Expense Ratio (TER) of the fund is 1.76%. 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.

  • Motilal Oswal Mid Cap 30 Fund is an Equity oriented mutual fund in the - Mid Cap Fund category.

  • 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 24 Feb 2014 as at present it is 11 years old fund.

  • Name of the AMC is Motilal Oswal Mutual Fund. Click here to know more about Motilal Oswal Mutual Fund.

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);

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 8.59% 30.53% 31.70% 31.98% 21.80% 38.08% 23.50% 23.91%
Category Average 4.42% 19.49% 23.20% 21.43% 12.27% 30.05% 18.08% 20.89%
Motilal Oswal Mid Cap 30 Fund -3.09% 4.66% 24.34% 57.34% 43.18% 31.90% 31.38% 20.16%
Nippon India Growth Fund -5.75% -1.06% 10.30% 36.52% 35.76% 23.01% 28.74% 17.92%
HDFC Mid-Cap Opportunities Fund -4.53% -1.56% 8.86% 32.61% 34.30% 25.23% 27.96% 18.02%
Quant Mid Cap Fund -8.93% -11.61% -7.82% 26.33% 26.94% 21.34% 30.81% 18.00%
SBI Magnum Mid Cap Fund -6.22% -3.69% 5.94% 24.39% 24.59% 16.99% 26.39% 16.12%
Mahindra Manulife Mid Cap Unnati Yojana -6.27% -4.36% 6.67% 37.09% 35.43% 22.48% 27.21% -

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 92.58%

Debt 2.12%

Others 5.30%

Top Equity Holdings

Name of the EquityHolding Percentage
PERSISTENT SYSTEMS LTD. 10.22%
Tube Investments of India Ltd 9.66%
PRESTIGE ESTATES PROJECTS LTD. 7.14%
Zomato Ltd 7.00%
Others 65.98%
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Allocation by Sector

Name of the SectorHolding Percentage
Technology 21.03%
Automobile 16.28%
Financial 13.62%
Capital Goods 10.06%
Services 8.81%
Others 30.20%
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Portfolio Holdings shown is as of 31 Jan 2024

Riskometer

Investors understand that their principal
will be at Very High risk