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
₹0
-Infinity% projected returns
Asset Allocation
Equity (94.43%)
Debt & Cash (5.57%)
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
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Collateralized Borrowing & Lending Obligation
Cash
1.07%
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
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 0.71% | 62.07% | |
| Direct | 0.71% | 62.07% | |
| Regular | 2.07% | 60.17% | |
| Regular | 2.07% | 60.17% |
Peer Funds
Motilal Oswal Midcap 30 Direct Growth
NAV
₹35.8017
INDmoney Analysis
Return Score
Average
Risk Score
Below Average
Fund is in Top 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Bottom 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Managers
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
leader
Work Experience
"null"
Abhiroop Mukherjee
manager
Work Experience
"null"
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