motilal oswal midcap 30 regular growth
Motilal Oswal Midcap 30 Regular Growth

Motilal Oswal Midcap 30 Regular Growth

  • Very High Risk
  • Equity
  • Mid-Cap
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NAV as on Jul 15, 2025
i
Price per unit of the scheme.
103.11600.64%1 Day Change
3.05%
Minimum Investment₹500
Expense Ratio1.84%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
Motilal Oswal Midcap 30 Regular Growth
VS
Equity: Mid-Cap Average NAV
    Topper in Equity: Mid-Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Motilal Oswal Midcap 30 Regular Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      0
    • Return
      0
    • Current Value
      0

    bt_logoFUND MANAGER

    Niket Shah
    Niket Shah
    i
    Lead Fund Manager.
    Jul 1, 2020 - Present
    • Fund Manager Rank3Out of 26
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed8
    • Total AUM66,095.80 Cr
    • Highest Return In 1 Yr28.00 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 118.09
    3.13%
    2.92%
    Very High Risk
    30,401.09Cr
    ₹ 69.49
    4.71%
    2.73%
    Very High Risk
    13,023.40Cr
    ₹ 37.17
    3.01%
    2.69%
    Very High Risk
    10,840.40Cr
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 118.09
    • Fund Size30,401.09Cr
    Fund Return3.13%
    Category Return2.92%
    Motilal Oswal Flexicap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 69.49
    • Fund Size13,023.40Cr
    Fund Return4.71%
    Category Return2.73%
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 37.17
    • Fund Size10,840.40Cr
    Fund Return3.01%
    Category Return2.69%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ankush Sood
    Ankush Sood
    i
    Lead Fund Manager.
    Nov 11, 2022 - Present
    • Schemes managed9
    • Total AUM64,262.06 Cr
    • Highest Return In 1 Yr28.00 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 37.17
    3.01%
    2.69%
    Very High Risk
    10,840.40Cr
    ₹ 118.09
    3.13%
    2.92%
    Very High Risk
    30,401.09Cr
    --
    ₹ 11.82
    2.20%
    -%
    Very High Risk
    35.75Cr
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 37.17
    • Fund Size10,840.40Cr
    Fund Return3.01%
    Category Return2.69%
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 118.09
    • Fund Size30,401.09Cr
    Fund Return3.13%
    Category Return2.92%
    Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 11.82
    • Fund Size35.75Cr
    Fund Return2.20%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Rakesh Shetty
    Rakesh Shetty
    i
    Lead Fund Manager.
    Nov 22, 2022 - Present
    • Schemes managed33
    • Total AUM90,555.32 Cr
    • Highest Return In 1 Yr28.29 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 15.57
    0.19%
    -%
    Very High Risk
    915.88Cr
    --
    ₹ 17.20
    1.25%
    -%
    Very High Risk
    51.78Cr
    ₹ 37.17
    3.01%
    2.69%
    Very High Risk
    10,840.40Cr
    Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.57
    • Fund Size915.88Cr
    Fund Return0.19%
    Category Return--
    Motilal Oswal S&P BSE Quality Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.20
    • Fund Size51.78Cr
    Fund Return1.25%
    Category Return--
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 37.17
    • Fund Size10,840.40Cr
    Fund Return3.01%
    Category Return2.69%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sunil Sawant
    Sunil Sawant
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed10
    • Total AUM66,930.47 Cr
    • Highest Return In 1 Yr28.00 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 21.74
    3.71%
    1.73%
    Very High Risk
    923.18Cr
    ₹ 69.49
    4.71%
    2.73%
    Very High Risk
    13,023.40Cr
    ₹ 118.09
    3.13%
    2.92%
    Very High Risk
    30,401.09Cr
    Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 21.74
    • Fund Size923.18Cr
    Fund Return3.71%
    Category Return1.73%
    Motilal Oswal Flexicap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 69.49
    • Fund Size13,023.40Cr
    Fund Return4.71%
    Category Return2.73%
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 118.09
    • Fund Size30,401.09Cr
    Fund Return3.13%
    Category Return2.92%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ajay Khandelwal
    Ajay Khandelwal
    i
    Lead Fund Manager.
    Oct 1, 2024 - Present
    • Schemes managed12
    • Total AUM83,076.38 Cr
    • Highest Return In 1 Yr28.00 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 18.00
    2.86%
    2.92%
    Very High Risk
    2,961.56Cr
    ₹ 44.43
    4.15%
    4.00%
    Very High Risk
    12,369.98Cr
    ₹ 60.99
    3.80%
    2.61%
    Very High Risk
    4,359.64Cr
    Canara Robeco Mid Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 18.00
    • Fund Size2,961.56Cr
    Fund Return2.86%
    Category Return2.92%
    Canara Robeco Small Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 44.43
    • Fund Size12,369.98Cr
    Fund Return4.15%
    Category Return4.00%
    Motilal Oswal Long Term Equity Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 60.99
    • Fund Size4,359.64Cr
    Fund Return3.80%
    Category Return2.61%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Santosh Singh
    Santosh Singh
    i
    Lead Fund Manager.
    Oct 1, 2024 - Present
    • Schemes managed11
    • Total AUM68,173.23 Cr
    • Highest Return In 1 Yr28.00 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 21.74
    3.71%
    1.73%
    Very High Risk
    923.18Cr
    --
    ₹ 13.15
    1.78%
    -%
    Moderately High risk
    94.42Cr
    ₹ 19.65
    1.22%
    1.07%
    Very High Risk
    428.38Cr
    Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 21.74
    • Fund Size923.18Cr
    Fund Return3.71%
    Category Return1.73%
    Motilal Oswal Multi Asset Fund Direct Growth
    Moderately High risk--
    • NAV₹ 13.15
    • Fund Size94.42Cr
    Fund Return1.78%
    Category Return--
    Motilal Oswal Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 19.65
    • Fund Size428.38Cr
    Fund Return1.22%
    Category Return1.07%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2025
    EQUITY (82.83%)
    DEBT (-%)
    CASH (17.17%)
    Allocation by Market Cap
    Large Cap(14.54%)
    Mid Cap(68.83%)
    Industry Holdings
    • Information Technology Services24.08%
    • Electrical Equipment Parts13.42%
    • Apparel Stores11.26%
    • Consumer Electronics10.87%
    • Luxury Goods9.08%
    • Software Infrastructure5.47%
    Stock Holdings
    • Coforge Ltd10.48%
    • Persistent Systems Ltd9.60%
    • Trent Ltd9.39%
    • Dixon Technologies (India) Ltd9.07%
    • Kalyan Jewellers India Ltd7.57%
    • Polycab India Ltd5.05%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      6.76
      This Fund
      VS
      -0.12
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      65.86
      This Fund
      VS
      90.49
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.87
      This Fund
      VS
      0.92
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.43
      This Fund
      VS
      1.23
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      2.39
      This Fund
      VS
      2.14
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      17.92
      This Fund
      VS
      16.24
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
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    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Motilal Oswal Asset Management Company Limited - Portfolio Managers
    Motilal Oswal Asset Management Company Limited - Portfolio Managers manages assets worth ₹ 1,15,497.69 crores. It’s current offering of mutual fund schemes includes 40 equity, 3 debt and 5 hybrid schemes.
    phone icon
    Phone
    +91 22 39804263
    mail icon
    Email
    mfservice@motilaloswal.com
    aum
    AUM
    1,15,497.69 Cr (
    As on May 31, 2025
    )
    location
    Address
    Motilal Oswal Tower, Mumbai,400 025

    bt_logoFAQ's

    What is the category of Motilal Oswal Midcap 30 Regular Growth ?
    The category of Motilal Oswal Midcap 30 Regular Growth is Equity - Mid-Cap
    What is the current NAV of Motilal Oswal Midcap 30 Regular Growth ?
    The current NAV of Motilal Oswal Midcap 30 Regular Growth as on Jul 15, 2025 is ₹103.12
    How safe is Motilal Oswal Midcap 30 Regular Growth ?
    The risk level of Motilal Oswal Midcap 30 Regular Growth is Very High.
    What are short term returns given by Motilal Oswal Midcap 30 Regular Growth ?
    The return given by Motilal Oswal Midcap 30 Regular Growth in 1 month is 3.05%, 3 months is 15.06%, 6 months is 1.71%, and 1 year is 4.89%
    What are the long term returns given by Motilal Oswal Midcap 30 Regular Growth ?
    The return given by Motilal Oswal Midcap 30 Regular Growth in 3 years is 32.54% and 5 years is 36.09%.
    What is the expense ratio of Motilal Oswal Midcap 30 Regular Growth ?
    The expense ratio of Motilal Oswal Midcap 30 Regular Growth is 1.84%
    What is the AUM of Motilal Oswal Midcap 30 Regular Growth ?
    The assets under Management (AUM) of Motilal Oswal Midcap 30 Regular Growth is Rs 30,401.09 crores.
    What is the minimum investment in Motilal Oswal Midcap 30 Regular Growth ?
    The minimum Lumpsum investment in Motilal Oswal Midcap 30 Regular Growth is ₹500.00 and the minimum SIP investment in Motilal Oswal Midcap 30 Regular Growth is ₹1,500.00
    What is the asset allocation of Motilal Oswal Midcap 30 Regular Growth?
    Motilal Oswal Midcap 30 Regular Growth has an exposure of 82.83% in Equity and 17.17% in Cash & Money Market Securities