Motilal Oswal Midcap Fund-Regular - IDCW Payout/Reinvestment

(Erstwhile MOSt Focused Midcap 30-Regular Plan-Dividend Option)
Fund House: Motilal Oswal Mutual Fund
Category: Equity: Mid Cap
Launch Date: 24-02-2014
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
TER: 1.72% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 9,819.09 Cr As on (30-04-2024)
Turn over: 136% | Exit Load: Exit load of 1% if redeemed within 1 year.

41.7284

23.19%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

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

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 0 Months
10 Years 0 Months
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

 

Investment Objective

The scheme seeks 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.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio 1.31
Alpha -6.85
Beta 1.02
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Motilal Oswal Midcap Fund-Regular - IDCW Payout/Reinvestment 24-02-2014 56.94 38.13 35.88 27.15 22.1
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 72.5 41.36 33.17 34.74 20.72
JM Midcap Fund (Regular) - Growth 21-11-2022 71.1 - - - -
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 66.52 40.27 24.92 - -
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 62.73 37.93 28.51 27.54 -
HSBC Midcap Fund - Regular Growth 09-08-2004 60.31 35.32 24.46 22.05 20.25
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 57.18 39.67 37.05 28.32 21.93
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 56.22 37.2 30.28 26.86 19.93
ICICI Prudential MidCap Fund - Growth 10-10-2004 55.17 34.13 25.84 23.24 19.07
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 54.47 40.01 29.82 26.08 20.92

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

2.89%

Others

13.77%

Large Cap

19.2%

Mid Cap

64.14%

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