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Motilal Oswal Midcap 30 Fund - Regular Plan - Growth

AMC: Motilal Oswal Mutual Fund
Type: Equity - Mid Cap Fund
Plan: Standard Plan
24.5493 0.00 (0.01) % NAV as on 19-Oct-2020
start sip Lumpsum
Benchmark Indices Nifty Midcap 100 - TRI
Category Equity
Inception Date 24-Feb-2014
Risk Category Moderately High
3 Yr CAGR -1.16%

Fund Data

Fund Manager Niket Shah
Exit Load 1 %
Expense Ratio 2.21 %
AUM (Rs in Cr) 1,655.05
Lock in Period NA

Investment Details

Min Investment 500
Min SIP Investment 0
Min Addtnl Investment 500
Min Withdrawal 500

Price Movement

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Top Holdings

Value ( Cr.) Hold %
Max Financial Services Li... 141.96 8.58
Endurance Technologies Li... 126.75 7.66
IPCA Laboratories Limited 108.32 6.54
PI Industries Limited 103.51 6.25
Abbott India Limited 81.46 4.92
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Asset Allocation

97.13% Domestic Equities
2.87% Cash & Cash Equivalents and Net Assets

Portfolio Aggregates

Fund Benchmark Category
Average Mkt Cap (Rs Cr) 0.00 0.00 0.00
Large Cap(%) 0.00 0.00 0.00
Mid Cap (%) 0.00 0.00 0.00
Small Cap(%) 0.00 0.00 0.00

Sector Allocation

13.12% Pharmaceuticals & Drugs
8.58% Finance - Others
8.22% Finance - NBFC
7.66% Auto Ancillary
6.25% Pesticides & Agrochemicals
5.85% Miscellaneous
4.86% Retailing
4.68% Consumer Durables - Domestic Appliances
4.44% Fertilizers
4.22% Consumer Food
3.79% Hospital & Healthcare Services
3.7% Air Conditioners
3.65% Cycles
3.38% Household & Personal Products
3.3% Chemicals
3.1% Construction - Real Estate
2.48% Consumer Durables - Electronics
2.41% Plastic Products
2.37% Bank - Private
1.82% Cement & Construction Materials
1.54% IT - Software
0.57% Textile

Performance

Company Name YTD(%) 1 Month(%) 3 Month(%) 1 Year(%) 3 Years(%) 5 Year(%) Since Inception(%)
FUND -9.16 -3.03 9.31 -4.49 -1.16 3.54 14.45

Peer Comparison

Compare the performance of a mutual fund with the other funds from the same category

No Data Available

Risk Measures

RISK MEASURES Mean(%) Std Deviation(%) Sharpe Sortino Beta Alpha(%)
Fund 2.51 28.18 -0.01 -0.01 0.79 -6.47
S&P BSE Sensex 10.98 31.03 0.25 0.35 1 0
Rank With In Category 10 (88) 76 (88) 10 (88) 8 (88) 77 (88) 10 (88)
Ratios calculated on daily returns for last 1 year.

News

No Data Available
ALERTS
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