Motilal Oswal Midcap 30 Direct
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 Type
Open-ended
Scheme Category
Mid-Cap
Benchmark Type
Nifty Midcap 100 Index
Scheme AUM (in Crs.)
₹ 1281.94
Expense Ratio
0.94%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 18599
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Mid-Cap |
| Benchmark Type | Nifty Midcap 100 Index |
| Scheme AUM (in Crs.) | ₹ 1281.94 |
| Expense Ratio | 0.94% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 18599 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
RBL Bank Ltd.
Equity
6.51
Indusind Bank Ltd.
Equity
5.79
Page Industries Ltd.
Equity
5.25
Bajaj Finance Ltd.
Equity
4.96
City Union Bank Ltd.
Equity
4.50
Astral Poly Technik Ltd.
Equity
3.96
Crompton Greaves Consumer Electricals Ltd.
Equity
3.87
Kansai Nerolac Paints Ltd.
Equity
3.82
Eris Lifesciences Ltd
Equity
3.77
Voltas Ltd.
Equity
3.70
Sector Allocation(%)
Sector
Percent
Chemicals
8.91
Cons Durable
7.58
Financial
39.43
Automobile
12.23
Engineering
12.13
Motilal Oswal Mutual Fund
AUM
₹18,599 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.
Launch Date
29 Dec 2009
Sponsor
NA
Email
Phone
8108622222
Address
, -
Motilal Oswal Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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