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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 June 11, 2024 , 1052 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
₹90.3335 ↑ 0.82   (0.91 %)
₹9,819 on 30 Apr 24
24 Feb 14
Equity
Mid Cap
27
Moderately High
1.45
4.03
1.04
18.94
Not Available
0-1 Years (1%),1 Years and above(NIL)
BNP Paribas Mid Cap Fund
Growth
Fund Details
₹97.0037 ↑ 0.75   (0.78 %)
₹1,891 on 30 Apr 24
2 May 06
Equity
Mid Cap
18
High
2.19
3.42
-0.8
4.2
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
9.3%
16.1%
28.7%
57%
35.5%
28.9%
23.7%
BNP Paribas Mid Cap Fund
Growth
Fund Details
9.4%
20%
24.4%
52.2%
23.4%
24.6%
13.4%

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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 - 3.84 Yr.
BNP Paribas Mid Cap Fund
Growth
Fund Details
₹300
₹5,000
Shiv Chanani - 1.8 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
31 May 19₹10,000
31 May 20₹7,943
31 May 21₹13,614
31 May 22₹17,404
31 May 23₹22,238
31 May 24₹33,160
Growth of 10,000 investment over the years.
BNP Paribas Mid Cap Fund
Growth
Fund Details
DateValue
31 May 19₹10,000
31 May 20₹8,517
31 May 21₹15,142
31 May 22₹16,585
31 May 23₹18,902
31 May 24₹28,079

Detailed Assets & Holdings Comparison

Asset Allocation
Motilal Oswal Midcap 30 Fund 
Growth
Fund Details
Asset ClassValue
Cash6.91%
Equity93.09%
Equity Sector Allocation
SectorValue
Industrials17.81%
Technology16.28%
Consumer Cyclical15.83%
Financial Services13.5%
Communication Services13.17%
Health Care6.79%
Real Estate5.98%
Basic Materials3.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543940
12%₹1,131 Cr30,000,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
8%₹828 Cr20,000,000
↓ -500,000
Vodafone Idea Ltd (Communication Services)
Equity, Since 30 Apr 24 | 532822
7%₹733 Cr555,000,000
↑ 555,000,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA
7%₹682 Cr1,822,978
↓ -192,194
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
7%₹674 Cr2,000,000
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Mar 24 | 534816
5%₹479 Cr13,500,000
↑ 116,080
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
5%₹459 Cr900,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE
4%₹414 Cr3,000,000
↓ -1,500,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
4%₹386 Cr20,000,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
4%₹378 Cr4,500,000
Asset Allocation
BNP Paribas Mid Cap Fund
Growth
Fund Details
Asset ClassValue
Cash2.34%
Equity97.14%
Debt0.51%
Equity Sector Allocation
SectorValue
Financial Services19.15%
Consumer Cyclical19.05%
Industrials14.41%
Health Care12.67%
Technology10.45%
Basic Materials7.18%
Consumer Defensive5.17%
Utility4.1%
Real Estate2.92%
Communication Services2.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 543390
3%₹63 Cr500,000
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Dec 22 | POWERINDIA
3%₹57 Cr60,000
↑ 20,000
NHPC Ltd (Utilities)
Equity, Since 31 Mar 22 | NHPC
3%₹56 Cr5,800,000
↓ -200,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 503100
3%₹55 Cr175,000
Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | 500257
3%₹53 Cr320,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 500850
3%₹52 Cr900,000
↓ -100,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 19 | THERMAX
3%₹51 Cr110,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 500251
3%₹51 Cr115,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
3%₹49 Cr900,000
KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH
3%₹49 Cr330,000
↑ 70,000

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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