Mutual Fund Research

Motilal Oswal Midcap 30 Fund-Reg(G)

As on Jul-04-2022 change fund
42.33  up0.17 (0.40%)

fund objective

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.


Investors understand that their principal will be at very high risk

5-Years History
financial year2017-20182018-20192019-20202020-20212021-2022
NAV in Rs (as on 31-Mar-2022)25.0725.3719.2432.4944.90
Net Assets(Rs Crores) (as on 31-Mar-2022) 1278.67 1389.85 1331.07 1895.75 2641.39
Scheme Returns(%)(Absolute)2.800.05-24.3573.8036.71
B'mark Returns(%)(Absolute)1.56-2.94-31.11103.7521.92
Category Rank275/353149/261123/234124/21826/204
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
Tube Investments of India Ltd.10.62 
Gujarat Gas Ltd.10.12 
The Phoenix Mills Ltd.8.66 
Campus Activewear Ltd.7.01 
CG Power and Industrial Soluti...6.22 
VIP Industries Ltd.5.64 
AU Small Finance Bank Ltd.5.25 
Voltas Ltd.5.04 
Max Financial Services Ltd.5.00 
Cholamandalam Investment and F...4.53 


Market Cap Fund

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Mid Growth

fund manager?

Niket Shah,Abhiroop Mukherjee

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Gas Transmission/Marketing10.12
Construction - Real Estate9.73
Finance - NBFC8.36
Electric Equipment6.22
Finance - Others6.04
Household & Personal Products5.64
Bank - Private5.25
Air Conditioners5.04

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Motilal Oswal Midcap 30 Fund-Reg(G)Mid-Growth 24-Feb-20142,624.0818.7819.2710.98NA18.83
PGIM India Midcap Opp Fund-Reg(G)Mid-Growth 02-Dec-20135,119.075.5429.0215.53NA17.12
Quant Mid Cap Fund(G)Mid-Growth 26-Feb-2001534.946.9127.2817.2314.5012.03
SBI Magnum Midcap Fund-Reg(G)Mid-Growth 29-Mar-20056,891.237.5421.5711.1219.6716.04
Edelweiss Mid Cap Fund-Reg(G)Mid-Growth 26-Dec-20071,917.650.3019.4912.8619.4811.00
Kotak Emerging Equity Fund(G)Mid-Growth 30-Mar-200718,654.691.2319.1612.6019.3913.18
UTI Mid Cap Fund-Reg(G)Mid-Growth 30-Jul-20056,372.560.4318.7511.0018.3414.96
Mahindra Manulife Mid Cap Unnati Yojana-Reg(G)Mid-Growth 30-Jan-2018888.67-1.3718.21NANA10.54
Baroda BNP Paribas Mid Cap Fund-Reg(G)Mid-Growth 02-May-20061,115.53-0.7218.2110.3417.8410.85
Nippon India Growth Fund(G)Mid-Growth 08-Oct-199511,267.895.5918.0712.7815.9021.60
Axis Midcap Fund-Reg(G)Mid-Growth 18-Feb-201117,164.77-1.0817.9515.5018.9517.17
Invesco India Midcap Fund(G)Mid-Growth 19-Apr-20072,229.51-1.9716.9312.3618.1514.40
Tata Mid Cap Growth Fund(G)Mid-Growth 01-Jul-19941,509.870.4115.9711.5817.8711.66
HDFC Mid-Cap Opportunities Fund(G)Mid-Growth 25-Jun-200730,341.251.3815.9510.2517.8315.28
ICICI Pru Midcap Fund(G)Mid-Growth 28-Oct-20043,172.950.6915.7710.5117.1216.46
Taurus Discovery (Midcap) Fund-Reg(G)Mid-Growth 05-Sep-199470.25-5.5515.3710.5416.836.98
Aditya Birla SL Midcap Fund(G)Mid-Growth 03-Oct-20023,281.194.5613.787.5815.1720.83
DSP Midcap Fund-Reg(G)Mid-Growth 14-Nov-200613,180.66-8.4912.839.0416.7414.11
IDBI Midcap Fund(G)Mid-Growth 25-Jan-2017182.61-5.4012.806.64NA7.82
L&T Midcap Fund-Reg(G)Mid-Growth 09-Aug-20046,227.29-2.5512.387.5817.5117.79
Sundaram Mid Cap Fund(G)Mid-Growth 19-Jul-20026,705.020.0411.336.2415.8323.12
Franklin India Prima Fund(G)Mid-Growth 01-Dec-19936,875.17-6.7010.867.9717.0918.57
Mirae Asset Midcap Fund-Reg(G)Mid-Growth 29-Jul-20197,311.852.32NANANA24.62
Union Midcap Fund-Reg(G)Mid-Growth 23-Mar-2020428.251.46NANANA49.33
ITI Mid Cap Fund-Reg(G)Mid-Growth 05-Mar-2021355.29-10.98NANANA0.25
HSBC Mid Cap Fund-Reg(G)Mid-Growth 24-Sep-20211,079.56NANANANA-16.71
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