• Mutual Funds
  • Motilal Oswal Mutual Fund
  • 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

40.9717

NAV (Jun 23)

10.1%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in mid cap mutual funds.

However, Scripbox does not recommend investing in mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

2,625 Cr. Large within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

Scripbox Recommended Large and Mid Cap Funds

Want the large and mid cap funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

40.9717

NAV (Jun 23)

Fund Returns

Last 1Y

16%

Last 3Y

17.7%

Last 5Y

10.1%

Last 10Y

NA

Since Inception

18.3%

6 Month CAGR

-8.6%

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.

Expense Ratio

2.22

Launched (8y ago)

Feb 24, 2014

AUM in Crores

2624.081

ISIN

INF247L01411

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Niket Shah

Fund Manager

Abhiroop Mukherjee

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-06-23

Top Stock Holdings

tube investments of india ltd ordinary shares

10.6%
10.6%

gujarat gas ltd

10.1%
10.1%

phoenix mills ltd

8.7%
8.7%

campus activewear ltd

7%
7%

cg power & industrial solutions ltd

6.2%
6.2%
See all holdings

Allocation by Sector

consumer cyclical

32.8%
32.8%

financial services

19.6%
19.6%

industrials

12.9%
12.9%

utilities

10.1%
10.1%

real estate

9.7%
9.7%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 26,883 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,18 debt and 9 hybrid funds.

amc-img

  • 022-39804263
  • mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    17.9%

    19.1%

    3.4%

    5.6%

    -

    10.3%

    -

    12.5%

    3.5%

    3.9%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 18.3% over a period of 8 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.

    Nav of Motilal Oswal Midcap 30 fund (G) as of 6/23/2022 is ₹40.97 with the total AUM as of 6/24/2022 is ₹2624.081. 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 2 fund in Equity and delivered 16% 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)?

    Motilal Oswal Midcap 30 fund (G) is a Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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 2.22% for regular plan.