Motilal Oswal Midcap 30 Fund (D)

Motilal Oswal Midcap 30 Fund (D)

AMC Name: Motilal Oswal Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty Midcap 100 Index TRI
Fund Manager Akash Singhania
Fund Horizon OPEN
Inception Date 24-Feb-2014
Scheme AUM(CR) ` 1625.45
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 1/ ` 1
SIP Dates 1,7,14,21,28
Entry Load 1.00% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.
Exit Load 1.00% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.
Expense Ratio 2.27

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 2.40% 0.35%
3 Month 11.70% 7.37%
6 Month 5.43% -5.41%
1 Year 12.48% -0.92%
3 Year 6.06% 5.60%
5 Year 8.75% 7.12%
Since Inception 17.96% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others