Motilal Oswal Midcap 30 Fund-Dir (G)

by:Motilal Oswal Midcap 30 Fund

Statistics

  • AUM

    2919.32Cr

  • Returns

    1y : 63.94%
    3y : 37.50%
    5y : 34.11%
    Since Inception : 26.28%

  • NAV

    129.57 ( as on 19-12-2024)

  • Risk

    Very High

  • Last Dividend Paid

    0.00

  • Expense Ratio

    0.81%

  • Benchmark

    Nifty Midcap 150 TRI

  • Exit Load

    1.00% - if redeemed on or before 1 year.

Fund Manager Name
Niket Shah
Qualification
Masters in Business Administration (MBA-Finance)
Designation
ASSISTANT FUND MANAGER
Experience
Niket Shah has 9 years of overall experience. Motilal Oswal Asset Management Company Ltd. - Vice President - Associate Fund Manager Motilal Oswal Securities Ltd - Head of Midcaps Research Edelweiss Securities Ltd. - Research Analyst - Midcaps
Remarks

    Holdings

  • Company

    Sector

    Percentage held

  • Reverse Repo

    NA

    10.90%

  • Jio Financial

    Finance

    9.95%

  • Vodafone Idea

    Telecom - Services

    9.62%

  • I R C T C

    Travel Agencies

    8.99%

  • Zomato Ltd

    Retailing

    8.20%

  • Tube Investments

    Auto Components

    7.75%

  • Kalyan Jewellers

    Consumer Durables

    7.49%

  • Persistent Sys

    IT - Software

    7.03%

  • Ambuja Cements

    Cement & Cement Products

    6.81%

  • Campus Activewe.

    Consumer Durables

    5.47%

  • CG Power & Indu.

    Electrical Equipment

    5.23%

  • Cholaman.Inv.&Fn

    Finance

    5.10%

  • Bajaj Finance

    Finance

    4.63%

  • Max Financial

    Insurance

    4.59%

  • Abbott India

    Pharmaceuticals - Multinational

    4.26%

  • Prestige Estates

    Realty

    4.23%

  • Polycab India

    Industrial Products

    4.22%

  • Indian Hotels Co

    Leisure Services

    4.12%

  • Balkrishna Inds

    Auto Components

    4.11%

  • Avenue Super.

    Trading

    3.96%

  • Coforge

    IT - Software

    3.95%

  • Voltas

    Consumer Durables

    3.93%

  • Kajaria Ceramics

    Ceramics - Tiles / Sanitaryware

    3.62%

  • Barbeque-Nation

    Leisure Services

    3.59%

  • Crompton Gr. Con

    Electric Equipment

    3.52%

  • Hind. Unilever

    Consumer Non Durables

    3.38%

  • Max Healthcare

    Healthcare Services

    3.26%

  • Deepak Nitrite

    Chemicals & Petrochemicals

    3.17%

  • Navin Fluo.Intl.

    Chemicals & Petrochemicals

    3.12%

  • V I P Inds.

    Moulded Luggage

    3.11%

  • Net CA & Others

    NA

    3.09%

  • Reliance Industr

    Petroleum Products

    3.08%

  • Astral Poly Tech

    Plastics Products

    2.92%

  • Birla Corpn.

    Cement - North India

    2.91%

  • Aurobindo Pharma

    Pharmaceuticals & Biotechnology

    2.86%

  • KPIT Technologi.

    IT - Software

    2.81%

  • Ashok Leyland

    Automobiles - LCVs / HCVs

    2.80%

  • Honeywell Auto

    Electronics - Components

    2.57%

  • Gujarat Gas

    Gas

    2.55%

  • Rail Vikas

    Construction

    2.39%

  • SJVN

    Power

    2.21%

  • Bata India

    Leather / Leather Products

    2.16%

  • L & T Infotech

    Computers - Software - Large

    2.14%

  • Team Lease Serv.

    Miscellaneous

    2.13%

  • APL Apollo Tubes

    Industrial Products

    2.11%

  • The Ramco Cement

    Cement - South India

    2.08%

  • Endurance Tech.

    Auto Ancillaries

    2.05%

  • Aditya Bir. Fas.

    Retailing

    2.05%

  • Avanti Feeds

    Consumer Non Durables

    1.93%

  • Ajanta Pharma

    Pharmaceuticals - Indian - Formulations

    1.91%

  • City Union Bank

    Banks - Private Sector

    1.84%

  • SBI Cards

    Finance & Investments

    1.83%

  • Dixon Technolog.

    Consumer Durables

    1.81%

  • Bharat Dynamics

    Aerospace & Defense

    1.73%

  • ICICI Bank

    Banks

    1.70%

  • Angel One

    Capital Markets

    1.66%

  • CreditAcc. Gram.

    Finance & Investments

    1.66%

  • Phoenix Mills

    Realty

    1.64%

  • Tata Comm

    Telecom - Services

    1.62%

  • Astral

    Industrial Products

    1.61%

  • Mphasis

    IT - Software

    1.57%

  • NHPC Ltd

    Power

    1.55%

  • IDFC First Bank

    Banks

    1.45%

  • Metropolis Healt

    Healthcare

    1.42%

  • Suzlon Energy

    Electrical Equipment

    1.38%

  • Natco Pharma

    Pharmaceuticals - Indian - Bulk Drugs & Formln

    1.37%

  • Clean Science

    Chemicals & Petrochemicals

    1.06%

  • AIA Engineering

    Industrial Products

    1.05%

  • Indus Towers

    Telecom - Services

    1.03%

  • Nestle India

    Consumer Non Durables

    0.95%

  • Global Health

    Healthcare Services

    0.94%

  • BEML Ltd

    Engineering

    0.92%

  • Home First Finan

    Finance & Investments

    0.92%

  • Coromandel Inter

    Fertilizers

    0.91%

  • Prudent Corp.

    Capital Markets

    0.86%

  • AU Small Finance

    Banks

    0.80%

  • Indigo Paints

    Paints / Varnishes

    0.72%

  • Ipca Labs.

    Pharmaceuticals & Biotechnology

    0.70%

  • Latent View

    Computers - Software - Medium / Small

    0.66%

  • FSN E-Commerce

    Miscellaneous

    0.65%

  • Tips Industries

    Entertainment

    0.65%

  • P I Industries

    Fertilizers & Agrochemicals

    0.65%

  • Escorts Kubota

    Agricultural, Commercial & Construction Vehicles

    0.61%

  • Jubilant Food.

    Food - Processing - MNC

    0.60%

  • Godrej Propert.

    Realty

    0.58%

  • PB Fintech.

    Miscellaneous

    0.57%

  • Page Industries

    Textile Products

    0.57%

  • Tata Technolog.

    IT - Services

    0.48%

  • Trent

    Retailing

    0.47%

  • Globus Spirits

    Beverages

    0.43%

  • Usha Martin

    Industrial Products

    0.40%

  • J K Cements

    Cement & Cement Products

    0.33%

  • Fusion Microfin.

    Finance

    0.33%

  • Rainbow Child.

    Healthcare

    0.31%

  • Vedant Fashions

    Retailing

    0.25%

  • Ideaforge Tech

    Aerospace & Defense

    0.25%

  • Jupiter Life Lin

    Healthcare Services

    0.13%

  • Netweb Technolog

    IT - Hardware

    0.10%

  • SBFC Finance

    Finance

    0.09%

  • Happy Forgings

    Industrial Products

    0.08%

  • Suven Pharma

    Pharmaceuticals & Biotechnology

    0.03%

Scheme Objective

The scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality midcap companies having long term competitive advantage and potential for growth.

AMC Details

  • Name

    Motilal Oswal Asset Management Company Ltd

  • Email Id

    amc@motilaloswal.com

  • Website Url

    www.motilaloswalmf.com

  • Address

    Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025

  • Telephone Number

    022-40548002 / 8108622222

  • Fax Number

    022-30896884

Fund Details

  • Scheme Type

    Growth

  • Category

    Equity - Diversified

  • Launch Date

    2014-02-03

  • Fund Type

    Open-Ended

  • Fund Manager

    Niket Shah

  • Min. Investment (One Time)

    500

  • Min. Investment (SIP)

    500

  • AMFI Code

    127042

  • ISIN Code

    INF247L01445