scripbox logo
    scripbox logo
    search iconsearch icon
    user avatarLogin
    • right-arrow
    • Mutual Funds
      right-arrow
    • Motilal Oswal Mutual Fund
      right-arrow
    • Motilal Oswal Midcap 30 fund (Growth)

    Formerly Motilal Oswal MOSt Foc Midcap 30 Reg Gr

    Motilal Oswal Mutual Fund

    Motilal Oswal Midcap 30 fund (Growth)

    EquityMid Cap

    42.0582

    NAV (Sep 23)

    12.4%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    Scripbox recommends other funds for investment in mid cap.

    Click here to see our recommendations.

    Mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    7 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    2,236 Cr. Large within the category

    Category View

    Positive. The category has a positive investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

    Invest in this fund
    Explore a scientifically created Scripbox plan within this asset class.
    Build Long Term Wealth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education

    No single fund can achieve what a plan can. Learn why

    chart-amc-about

    Historical NAV

    42.0582

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    74.2%
    Last 3Y
    18.4%
    Last 5Y
    12.4%
    Last 10Y
    NA
    Since Inception
    20.9%
    6 Month CAGR
    29.6%
    info-icon-blue

    Scheme Information

    Investment Objective

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.09
    Launched (7y ago)
    Feb 24, 2014
    AUM in Crores
    2235.108
    ISIN
    INF247L01411
    Lock-in
    No Lock-in
    Benchmark
    IISL NIFTY Midcap 100 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Abhiroop Mukherjee

    Fund Manager

    user-avatar

    Niket Shah

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

    build-long-item-wealth-img

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Motilal Oswal Asset Management Co. Ltd

    Motilal Oswal Asset Management Co. Ltd manages assets worth 29,106 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,18 debt and 7 hybrid funds.

    amc-img

  • tel-amc-about
    022-39804263
  • mail-amc-about
    mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    12.3%

    19%

    top-ranked-badge

    17.4%

    15.9%

    top-ranked-badge

    16.8%

    16.3%

    top-ranked-badge

    %

    35.1%

    top-ranked-badge

    15.6%

    15.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Motilal Oswal Midcap 30 fund (G)

    About Motilal Oswal Midcap 30 fund (G)

    Motilal Oswal Midcap 30 fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 20.9% over a period of 7 years. The fund was previously known as Motilal Oswal MOSt Foc Midcap 30 Reg Gr . The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Abhiroop Mukherjee, Niket Shah

    Motilal Oswal Midcap 30 fund (G) Investment Objective

    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. . However, there is no assurance that the objective of the scheme will be realized.

    Motilal Oswal Midcap 30 fund (G) NAV,AUM,Risk

    The Motilal Oswal Midcap 30 fund (G) fund was launched on Feb 24, 2014. The NAV (Net Asset Value) of this Mid Cap Equity fund as of 2021-09-23 is ₹42.06. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹2235.108. The category risk of the Motilal Oswal Midcap 30 fund (G) fund is Very High Risk. The fund charges 2.09 % as expense ratio.

    Motilal Oswal Midcap 30 fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 93.9% in this asset class. The top three holdings of the fund are , tube investments of india ltd ordinary shares , max financial services ltd , indian railway catering and tourism corp ltd , collateralized borrowing & lending obligation , crompton greaves consumer electricals ltd , au small finance bank ltd , vip industries ltd , phoenix mills ltd , cg power & industrial solutions ltd , cholamandalam investment and finance co ltd , voltas ltd , navin fluorine international ltd , max healthcare institute ltd ordinary shares , sbi cards and payment services ltd ordinary shares , clean science and technology ltd , pi industries ltd , ajanta pharma ltd , icici bank ltd , astral ltd , persistent systems ltd , bajaj finance ltd , birla corp ltd , natco pharma ltd , kajaria ceramics ltd , indigo paints ltd ordinary shares , home first finance co india ltd ordinary shares , krsnaa diagnostics ltd , net receivables / (payables)

    Motilal Oswal Midcap 30 fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Motilal Oswal Midcap 30 fund (G) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL NIFTY Midcap 100 TR INR

    Motilal Oswal Midcap 30 fund (G) Review

    Motilal Oswal Midcap 30 fund (G) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Motilal Oswal Midcap 30 fund (G) has a score of 4 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.

    filter
    Show Calculator