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Motilal Oswal Midcap 30 Fund - Direct Plan

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.

Suitability

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 longterm competitive advantages and potential for growth

Fund Info

Scheme Class	Equity
Scheme Category	Mid-Cap
Expense Ratio	0.87%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 2,506
AMC AUM (in Crs.)	₹ 19,090
Min Addition Subscription	₹ 500

Benchmark Type

S&P BSE Midcap TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-15) days. No Exit load, if redeemed after 15 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	22.71%
L&T Midcap Fund - Direct Plan	1000	1000	18.78%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	22.71%
Axis Midcap Fund - Direct Plan	100	100	29.05%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	28.6%
DSP Midcap Fund - Direct Plan	500	1000	23.59%

Top 10 Holdings

Company	Holding Type	Asset(%)
Tube Investments of India Ltd Ordinary Shares	Equity	11
Max Financial Services Ltd	Equity	9
Collateralized Borrowing & Lending Obligation	Cash - Collateral	7
Phoenix Mills Ltd	Equity	7
Gujarat Gas Ltd	Equity	7
CG Power & Industrial Solutions Ltd	Equity	7
VIP Industries Ltd	Equity	5
Voltas Ltd	Equity	5
Crompton Greaves Consumer Electricals Ltd	Equity	4
Cholamandalam Investment and Finance Co Ltd	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	93
Cash - Collateral	7
Cash	0

Sector Allocation(%)

Sector	Percent
Consumer Cyclical	25
Financial Services	21
Industrials	17
Basic Materials	8
Real Estate	7

Fund Manager

Niket Shah

3+ years of experience

Abhiroop Mukherjee

7+ years of experience

Motilal Oswal Mutual Fund

AUM₹19,090 Cr

About

Motilal Oswal Asset Management Company Ltd. is the appointed Investment Manager to Motilal Oswal Mutual Fund. It was established on December 29th of 2009 and the AMC is registered with SEBI under SEBI (Portfolio Managers) Regulations. Motilal Oswal is one of the most trusted brands in the Indian financial industry and the asset management company provides an array of mutual fund schemes ranging from debt, equity and hybrid.##What makes Motilal Oswal stand out is its investment philosophy, whose aim is, Buy Right: Sit Tight. The AMC has certain primary objectives such as doing quality business and maintaining strong business ethics. They also target to increase the competitive advantage of the business.##They create long term goals and follow the strategy of - buy and hold, which is basically buying securities that they see have an upward potential in long run.

mfservice@motilaloswal.com

Phone

8108622222

Address

Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,, Mumbai - 400 025

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m