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.)
₹ 1389.85
Expense Ratio
1.09%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 19090
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
RBL Bank Ltd
Equity
9
Bajaj Finance Ltd
Equity
9
Page Industries Ltd
Equity
6
Voltas Ltd
Equity
5
City Union Bank Ltd
Equity
5
AU Small Finance Bank Ltd
Equity
5
Cholamandalam Investment and Finance Co Ltd
Equity
4
Exide Industries Ltd
Equity
4
Cblo / Reverse Repo Investments
Cash - Repurchase Agreement
4
Havells India Ltd
Equity
4
Asset Allocation(%)
Equity
97
Cash - Repurchase Agreement
4
Cash
1
Sector Allocation(%)
Sector
Percent
Banks - Regional - Asia
19
Auto Parts
15
Credit Services
13
Diversified Industrials
9
Rubber & Plastics
6
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.
Email
Phone
8108622222
Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road,,Opposite Parel ST Depot, Prabhadevi,Mumbai 400025, Mumbai - 400025
Motilal Oswal Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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