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.
Since Inception Motilal Oswal Midcap 30 Fund has delivered a CAGR of 18.41% vs. Nifty Midcap 100 TRI returns of 15.29%, an outperformance of 3.12%
Date of inception: 21-Jan-15.
Rs.10,000 invested in the scheme in Sept 2018 is worth Rs. 10,718 as on 30th Sept 2019. For the same period Rs. 10,000 invested in Nifty Midcap 100 TRI is now worth Rs. 9,436
Rs.10,000 invested in the scheme in Sept 2016 is worth Rs. 10,985 as on 30th Sept 2019. For the same period Rs. 10,000 invested in Nifty Midcap 100 TRI is now worth Rs. 10,748
Rs.10,000 invested in the scheme in Sept 2014 is worth Rs. 16,731 as on 30th Sept 2019. For the same period Rs. 10,000 invested in Nifty Midcap 100 TRI is now worth Rs. 14,815
Rs.10,000 invested in the scheme at Inception is worth Rs. 25,768 as on 30th Sept 2019. For the same period Rs. 10,000 invested in Nifty Midcap 100 TRI is now worth Rs. 22,189
The performance of schemes of Motilal Oswal Mutual Fund is Benchmarked to the Total Return variant of respective Index chosen as Benchmark as against Price Return variant of respective Benchmark Index. In case, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth Option. Different plans have different expense structure. This scheme is currently managed by Mr. Akash Singhania. He has been managing this fund since 28July-2017; Mr. Niket Shah is the Associate Fund Manager for equity component since March 1, 2018 and Mr. Abhiroop Mukherjee for debt component. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
Data as on 30th Sept 2019
| Top 10 Holdings | |
| Scrip Name | Weightage (%) |
|---|---|
| City Union Bank Limited | 10.31 |
| Bajaj Finance Limited | 8.77 |
| Voltas Limited | 8.22 |
| HDFC Asset Management Company Limited | 7.14 |
| Crompton Greaves Consumer Electricals Limited | 6.86 |
| AU Small Finance Bank Limited | 6.30 |
| Page Industries Limited | 5.45 |
| Bata India Limited | 4.55 |
| Asian Paints Limited | 4.49 |
| Jubilant Foodworks Limited | 4.33 |
(Data as on 30-Sept-2019)
Industry Classification as recommended by AMFI
| Name of the Scheme |
Riskometer 
Investors understand that their principal will be at |
| Motilal Oswal Midcap 30 Fund (MOF30) | |
| This product is suitable for investors who are seeking* | |
| ● Long-term capital growth ● Investment in equity and equity related instruments in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. |
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Reap the full growth potential of stocks
We do not buy more than 25-30 stocks reducing the risk of diversification
We buy Quality companies with Growth potential and Longevity advantage at favourable Price
