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Fincash » Motilal Oswal Midcap 30 Fund Vs BNP Paribas Mid Cap Fund

Motilal Oswal Midcap 30 Fund Vs BNP Paribas Mid Cap Fund

Updated on March 26, 2024 , 988 views

Motilal Oswal Midcap 30 Fund and BNP Paribas Mid Cap Fund belong to the mid-cap category of Equity Fund. mid cap funds in simple terms are a level below Large cap funds in terms of Market capitalization. These schemes are a good investment option for long-term tenure. Mid-cap funds invest their fund money in stocks of companies having a market capitalization between INR 500 – INR 10,000 Crores. Since these companies are smaller in size, they are able to adapt to the changes quickly. In many instances, mid-cap funds have outperformed large-cap funds. Though there are numerous schemes in a given category of Mutual Fund, yet differ with each other. So, let us understand the differences between Motilal Oswal Midcap 30 Fund and BNP Paribas Mid Cap Fund through this article.

Motilal Oswal Midcap 30 Fund (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

Motilal Oswal Midcap 30 Fund (earlier known as Motilal Oswal Most Focused Midcap 30 Fund) is offered by Motilal Oswal Mutual Fund and was incepted on February 24, 2014. The objective of Motilal Oswal Midcap 30 Fund is to attain Capital growth in the long-term by Investing the pooled money in stocks of quality mid-cap companies that have long-term competitive advantages and growth potentials. However, at a given point in time, the scheme would not invest in more than 30 companies. This scheme of Motilal Oswal Mutual Fund uses Nifty Midcap 100 Index as its benchmark to construct its Portfolio. Based on the Asset Allocation objective of the scheme, it invests around 65-100% in stocks of mid-cap companies. This scheme is suitable for a medium to long-term investment tenure and its risk-appetite is moderately high. Mr. Akash Singhania and Mr. Abhiroop Mukherjee are the joint fund managers managing the Motilal Oswal Midcap 30 Fund.

BNP Paribas Mid Cap Fund

Being a part of BNP Paribas Mutual Fund, this scheme aims to take advantages of investment opportunities in the small and mid-cap segments. BNP Paribas Mid Cap Fund strives to invest in the stocks of companies that have long-term growth potentials and companies driven by the dynamic style of management and entrepreneurial flair. BNP Paribas Mid Cap Fund uses Nifty Free Float Midcap 100 TRI as its benchmark to build its basket of assets. This scheme is jointly managed by Mr. Abhijeet Dey and Mr. Karthikraj Lakshmanan. Some of the top 10 holdings of BNP Paribas Mid Cap Fund as on March 31, 2018, include Colgate Palmolive (India) Limited, Kansai Nerolac Paints Limited, Bharat Financial Inclusion Limited, and Mahindra & Mahindra Financial Services Limited.

Motilal Oswal Midcap 30 Fund Vs BNP Paribas Mid Cap Fund

There are a number of differences that exist between Motilal Oswal Midcap 30 Fund and BNP Paribas Mid Cap Fund based on numerous parameters. These parameters are classified into four sections, namely, basics section, performance section, yearly performance section, and other details section. These sections are listed below as follows.

Basics Section

It is the first section in the comparison of the schemes. The comparable parameters that form part of this section include current NAV, Fincash Rating, and scheme category. To begin with the current NAV, it can be said that both the schemes differ on account of NAV. The NAV of Motilal Oswal Midcap 30 Fund was approximately INR 25, while of BNP Paribas Midcap Fund was around INR 30 as on May 03, 2018. With respect to the Fincash Category, it can be said that both the schemes are rated as 3-Star schemes. The comparison of scheme category states that both the schemes are a part of the same category, that is, Equity Mid & small cap. The table given below summarizes the comparison of the basics section.

Parameters
BasicsNAV
Net Assets (Cr)
Launch Date
Rating
Category
Sub Cat.
Category Rank
Risk
Expense Ratio
Sharpe Ratio
Information Ratio
Alpha Ratio
Benchmark
Exit Load
Motilal Oswal Midcap 30 Fund 
Growth
Fund Details
₹79.2107 ↑ 0.20   (0.26 %)
₹8,481 on 29 Feb 24
24 Feb 14
Equity
Mid Cap
27
Moderately High
1.45
3
0.76
7.55
Not Available
0-1 Years (1%),1 Years and above(NIL)
BNP Paribas Mid Cap Fund
Growth
Fund Details
₹84.9026 ↑ 0.81   (0.96 %)
₹1,791 on 29 Feb 24
2 May 06
Equity
Mid Cap
18
High
2.19
3.3
-0.8
3.57
Not Available
0-12 Months (1%),12 Months and above(NIL)

Performance Section

The comparison of CAGR of Compounded Annual Growth Rate returns at different time intervals is done in the performance section. These time intervals include 1 Month Return, 6 Month Return, 3 Year Return, and 5 Year Return. The comparison of CAGR returns states that for certain time periods, Motilal Oswal Midcap 30 Fund has performed well while in others, BNP Paribas Mid Cap Fund has done better. The summary comparison of the performance section is tabulated as follows.

Parameters
Performance1 Month
3 Month
6 Month
1 Year
3 Year
5 Year
Since launch
Motilal Oswal Midcap 30 Fund 
Growth
Fund Details
4.2%
11.1%
26.2%
64.2%
35.5%
25.8%
22.8%
BNP Paribas Mid Cap Fund
Growth
Fund Details
0.7%
7.4%
17.5%
50.8%
23%
22.1%
12.7%

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Yearly Performance Section

This section analyzes the differences in the absolute returns generated by both the schemes for a particular year. The comparison of yearly performance section states that for certain years BNP Paribas Mid Cap Fund leads the race and in others, Motilal Oswal Midcap 30 Fund leads the race. The summary comparison of the yearly performance section is as follows.

Parameters
Yearly Performance2023
2022
2021
2020
2019
Motilal Oswal Midcap 30 Fund 
Growth
Fund Details
41.7%
10.7%
55.8%
9.3%
9.7%
BNP Paribas Mid Cap Fund
Growth
Fund Details
32.6%
4.7%
41.5%
23.1%
5.2%

Other Details Section

AUM, Minimum SIP investment, minimum lumpsum investment and exit load are some of the comparable elements forming part of other details section. This minimum lumpsum investment is same for both the schemes, that is, INR 5,000. However, there is a difference in the minimum SIP investment. In case of Motilal Oswal Midcap 30 Fund the minimum SIP amount is INR 1,000 and for BNP Paribas Mid Cap Fund, it is INR 500. The comparison of AUM also reveals a difference in both the schemes. As of March 31, 2018, the AUM of BNP Paribas Mid Cap Fund is approximately INR 774 Crores while of Motilal Oswal Midcap 30 Fund is around INR 1,279 Crores. However, the exit load in case of both the schemes is same. The summary of the other details section is listed as follows.

Parameters
Other DetailsMin SIP Investment
Min Investment
Fund Manager
Motilal Oswal Midcap 30 Fund 
Growth
Fund Details
₹500
₹5,000
Niket Shah - 3.67 Yr.
BNP Paribas Mid Cap Fund
Growth
Fund Details
₹300
₹5,000
Shiv Chanani - 1.64 Yr.

Growth of 10k Investments over the years

Growth of 10,000 investment over the years.
Motilal Oswal Midcap 30 Fund 
Growth
Fund Details
DateValue
28 Feb 19₹10,000
29 Feb 20₹11,758
28 Feb 21₹13,786
28 Feb 22₹18,443
28 Feb 23₹21,511
29 Feb 24₹32,706
Growth of 10,000 investment over the years.
BNP Paribas Mid Cap Fund
Growth
Fund Details
DateValue
28 Feb 19₹10,000
29 Feb 20₹11,449
28 Feb 21₹15,534
28 Feb 22₹18,920
28 Feb 23₹19,622
29 Feb 24₹28,787

Detailed Assets & Holdings Comparison

Asset Allocation
Motilal Oswal Midcap 30 Fund 
Growth
Fund Details
Asset ClassValue
Cash7.42%
Equity92.58%
Equity Sector Allocation
SectorValue
Technology22.97%
Industrials22.47%
Financial Services13.62%
Consumer Cyclical12.31%
Real Estate8.66%
Basic Materials7.8%
Health Care3.51%
Communication Services1.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543940
11%₹930 Cr30,000,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹841 Cr975,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
10%₹814 Cr20,500,000
↑ 20,500,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA
8%₹706 Cr2,025,000
↑ 50,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE
6%₹525 Cr4,500,000
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
6%₹524 Cr800,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 500093
5%₹443 Cr10,000,000
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
5%₹384 Cr1,725,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR
4%₹360 Cr1,625,000
↓ -200,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
4%₹331 Cr20,000,000
↓ -20,000,000
Asset Allocation
BNP Paribas Mid Cap Fund
Growth
Fund Details
Asset ClassValue
Cash2.35%
Equity97.1%
Debt0.55%
Equity Sector Allocation
SectorValue
Consumer Cyclical19.67%
Financial Services18.22%
Industrials14.93%
Health Care13.09%
Technology9.94%
Basic Materials9.1%
Consumer Defensive5.35%
Utility4.37%
Real Estate2.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 500850
3%₹59 Cr1,000,000
PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 543390
3%₹58 Cr500,000
↑ 75,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 22 | NHPC
3%₹53 Cr6,000,000
↓ -300,000
Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | 500257
3%₹52 Cr320,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 503100
3%₹48 Cr175,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
3%₹47 Cr900,000
Sundaram Finance Ltd (Financial Services)
Equity, Since 31 May 16 | SUNDARMFIN
3%₹46 Cr110,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 532343
3%₹45 Cr210,000
Zydus Lifesciences Ltd (Healthcare)
Equity, Since 31 Mar 23 | 532321
2%₹45 Cr475,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 500251
2%₹45 Cr115,000

Therefore, from the above-mentioned pointers, both the schemes differ on a number of parameters, though they belong to the same category. Consequently, individuals investing in any of the schemes should be very careful and understand the modalities of the schemes. They should check whether the scheme matches their investment objectives or not. If required, they can also take an opinion of a financial advisor. This will help them to attain their objectives in time and in a hassle-free manner.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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