Overview (as on 09 Apr 2021)

NAV

₹35.8017

1y returns

65.384%

Fund AUM

₹1,902 Cr

Expense Ratio

0.71%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
37.63%
Industrials
21.38%
Consumer
15.32%
Basic Materials
12.72%
Health
5.74%
Real Estate
5.21%
Tech
2.00%
Size Breakup
Mid Cap
80.51%
Large Cap
15.75%
Small Cap
3.74%

Key Metrics

Beta 

0.83

Std deviation 

21.67%

Sharpe Ratio 

0.41

Holdings

Fund Details

Investment Objectives
"The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved."
Scheme Name
Motilal Oswal Midcap 30 Direct Growth
Scheme Document
Exit Load

For 0 - 15 Days: 1%

After 15 Days : 0%

Plan Started
24 February, 2014
Fund Manager
Akash Singhania
Fund House Details
Fund House
Motilal Oswal Asset Management Co. Ltd
Email
NA
Phone
+912222816161
Address
Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,

Other Related Plans

Peer Funds

Motilal Oswal Midcap 30 Direct Growth

NAV

₹35.8017

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Akash Singhania
Akash Singhania

leader

Qualifications
B.Com(H), CA,& PGDBM (IIM-L)
Work Experience
"Mr. Singhania currently works as a Fund Manager for Motilal Oswal Asset Management Company Limited. He has over 13 years of experience with 11 years in Fund Management. Prior to joining Motilal Oswal AMC, he was associated with DHFL Pramerica AMC as Deputy CIO Equities, Deutsche AMC - DWS Mutual Fund as Head of Equities and ICICI Prudential AMC as Senior Analyst - PMS. In his formative years he was associated with Ernst&Young, KPMG and PWC. Mr. Singhania has a PGDM (MBA) Finance & Marketing from IIM Lucknow, Chartered Accountancy in Accounting & Auditing from ICAI and is a qualified Company Secretary - Corporate Laws & Taxation from ICSI."
Niket Shah
Niket Shah

leader

Work Experience
"null"
Abhiroop Mukherjee
Abhiroop Mukherjee

manager

Work Experience
"null"

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