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Motilal Oswal Midcap 30 Fund (MOF30)-Regular Plan-Growth Option

Equity: Mid Cap | Open Ended Schemes

Nav : 28.0813

0.42 (1.51 %)

23-01-2020

EASTERN FINANCIERS's Take:

This fund has higher ups and downs compared to large cap equity funds but can give higher returns in the long run. Investment in this fund can be made for a horizon of at least 5 years or more

One Time Monthly
One Time Amount
Min Investment ₹1000
Min Investment ₹500.0

Returns (since Feb 24, 2014)

19.05%

10 Year Returns

N/A

Doubled Money

1 Years 0 Months

Sharp Ratio

0.99 %

Volatility

14.39 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
1 Years 0 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Motilal Oswal Midcap 30 Fund (MOF30)-Regular Plan-Growth Option 24-02-2014 19.84 1.68 8.03 9.06 0.0
Kotak Emerging Equity Scheme - Growth 30-03-2007 19.01 1.11 11.83 10.95 15.1
Axis Midcap Fund - Regular Plan - Growth 05-02-2011 18.66 8.69 17.88 10.0 0.0
DSP Midcap Fund - Regular Plan - Growth 15-11-2006 18.14 1.3 11.07 10.8 14.97
Tata Mid Cap Growth Fund Regular Plan- Growth 01-07-1994 17.32 -0.02 11.62 8.77 14.37
BNP Paribas Mid Cap Fund-Growth Option 02-05-2006 16.17 -3.36 9.21 8.27 15.57
Nippon India Growth Fund-Growth Plan-Growth Option 08-10-1995 15.05 -0.28 11.35 8.43 10.98
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 13.77 -4.74 11.06 8.77 15.8
Invesco India Midcap Fund - Growth Option 19-04-2007 12.86 0.99 12.5 9.34 15.94
Mahindra Unnati Emerging Business Yojana - Regular Plan - Growth 05-01-2018 12.28 0.0 0.0 0.0 0.0

FUND DETAIL INFORMATION

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Basic Details
Fund House
Motilal Oswal Mutual Fund
Launch Date
Feb 24, 2014
Expense Ratio
2.24%
Fund Category Risk
MODERATELY HIGH
Asset Size
1,811.99 Cr
Investment Details
Status
Open Ended Schemes
Minimum Investment
500.0
Minimum Topup
500.0
Return since Launch
19.05%
Contact Details
Fund Manager(s)
Mr. Akash Singhania

PORTFOLIO ANALYSIS of Motilal Oswal Midcap 30 Fund (MOF30)-Regular Plan-Growth Option

PERFORMANCE of Motilal Oswal Midcap 30 Fund (MOF30)-Regular Plan-Growth Option

Scheme Performance (%)

Data as on - 23-01-2020

Yearly Performance (%)

RETURNS CALCULATOR for Motilal Oswal Midcap 30 Fund (MOF30)-Regular Plan-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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