- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Midcap 30 fund (Growth)
Formerly Motilal Oswal MOSt Foc Midcap 30 Reg Gr
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 49.3921
NAV (Mar 31)
Fund Returns
Last 1Y | 10.7% |
Last 3Y | 36.2% |
Last 5Y | 14.4% |
Last 10Y | NA |
Since Inception | 19.1% |
6 Month CAGR | -3.1% |
Scheme Information
The investment objective of the Scheme is to achieve long term capital appreciation by investing in 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.
Expense Ratio | 2.04 |
Launched (9y ago) | Feb 24, 2014 |
AUM in Crores | 3769.305 |
ISIN | INF247L01411 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 24.3 |
Standard Deviation (5yr) | 21.8 |
Beta (3yr) | 0.9 |
Beta (5yr) | 0.88 |
Sharpe Ratio (3yr) | 0.791 |
Sharpe Ratio (5yr) | 0.523 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Midcap 30 fund (Growth) | 10,47,861 | 3,15,249 | 14.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
Compare Motilal Oswal Midcap 30 fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,641 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr | ||
₹ 10,129 cr | ||
₹ 15,261 cr |
About the AMC
Motilal Oswal Asset Management Co. Ltd
Motilal Oswal Asset Management Co. Ltd manages assets worth 27,315 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,19 debt and 9 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20.8% | 19.5% | ||
36.2% | 19.1% | ||
24.7% | 12.6% | ||
16.3% | 9.3% | ||
23.9% | 12.1% |
Motilal Oswal Midcap 30 fund (G) Review
Motilal Oswal Midcap 30 fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 19.1% over a period of 9 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 manager’s name is null.
Nav of Motilal Oswal Midcap 30 fund (G) as of 3/31/2023 is ₹49.39 with the total AUM as of 4/1/2023 is ₹3769.305. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Midcap 30 fund (G) was launched on Feb 24, 2014. The category risk of the fund is Very High Risk.
The minimum SIP amount for Motilal Oswal Midcap 30 fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Motilal Oswal Midcap 30 fund (G) 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 150 TR INR.
Motilal Oswal Midcap 30 fund (G) is rated as a 3 fund in Equity and delivered 10.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Midcap 30 fund (G).
Frequently Asked Questions
What is Motilal Oswal Midcap 30 fund (G)?
How to invest in Motilal Oswal Midcap 30 fund (G)?
You can invest in Motilal Oswal Midcap 30 fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Motilal Oswal Midcap 30 fund (G)?
The minimum sip amount for Motilal Oswal Midcap 30 fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal Midcap 30 fund (G) good to invest in?
As per Scripbox experts, Motilal Oswal Midcap 30 fund (G) is a Neutral fund. You can investMotilal Oswal Midcap 30 fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Motilal Oswal Midcap 30 fund (G)?
The expense ratio of the Motilal Oswal Midcap 30 fund (G) is 2.04% for regular plan.