Rating : ★ ☆ ☆ ☆ ☆

Motilal Oswal Midcap 30 Direct Dividend Payout

Equity

  

Mid Cap Fund

NAV

18.668-0.0709

(as on 17 Sep, 2020)

RETURNS

-0.96 %

Fund Type

Open Ended

Investment Plan

Dividend Payout

Investment Plan

1%

Benchmark

IISL NIFTY Midcap 100 TR INR

Asset Size

1619.68 Cr.

(As of 31 Aug, 2020)

Risk

Moderately High

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. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

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Fund manager

Abhiroop Mukherjee

Exit load

1 %

(If redeemed within 15 days)

Minimum sip

₹500

Minimum investment

₹500

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Endurance Technologies Ltd

7.47%

Coromandel International Ltd

6.80%

PI Industries Ltd

5.96%

Ipca Laboratories Ltd

5.83%

Sector Allocation

About the Scheme Type

Mid cap funds invest only in mid cap companies – those with a market capitalization of INR 500 – INR 10000 Crores. Mid cap funds can be highly volatile and risky; hence, isn’t recommended for first-time investors as well as investors with low risk appetite. The ideal investment horizon for mid cap funds is 5 -7 years and does offer higher returns than both multi cap and large cap funds. However, the flip side to it is that during economic turmoil and crises, mid cap funds can fall down excessively. So, be careful while picking Mid cap funds.

Ratings

This fund is rated 1 stars by Morning Star Ratings.

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Overview of Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund by the Trustee vide Investment Management Agreement (IMA) dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd.

Investment philosophy of Motilal Oswal Mutual Fund - ‘Buy Right' means buying quality companies at a reasonable price and 'Sit Tight' means staying invested in them for a longer time to realise the full growth potential of the stocks.

It is a known fact that good quality companies are in business for decades but views about these companies change every year, every quarter, every month and sometimes every day! While many of you get the first part of identifying good quality stocks, most don’t stay invested for a long enough time. The temptation to book profits at 25% or 50% or even 100% returns in a 1 to 3 year period is so natural that you miss out on the chance of generating substantial wealth that typically happens over the long term; say a 10 year period.

‘Buy Right : Sit Tight’ philosophy emerged from the expertise of our sponsor Motilal Oswal Securities Ltd. that experience in equity market research and advisory since 1987. This philosophy drives all of Motiwal Oswal’s equity products and offerings; be it Mutual Fund or Portfolio Management Services.