Motilal Oswal Midcap Fund-Regular Plan-Growth Option
(Erstwhile MOSt Focused Midcap 30-Regular Plan-Growth Option)
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 02-02-2014 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.56% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 33,608.53 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: 131% | Exit Load: Yes |
101.99
-0.51 (-0.5015%)
22.33%
Benchmark: 17.37%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
7 Years 7 Months
8 Years 7 Months
10 Years 6 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To achieve Long-term capital growth & Investment in equity and equity related instruments in quality mid-cap companies having long-term competitive advantages and potential for growth.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 17.49 |
| Sharpe Ratio | 1.26 |
| Alpha | 5.96 |
| Beta | 0.88 |
| 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 Plan-Growth Option | 02-02-2014 | 0.15 | 29.6 | 28.06 | 32.11 | 17.45 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 8.53 | 29.37 | 26.9 | 26.86 | 17.83 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 2.69 | 23.82 | - | - | - |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 1.08 | 21.7 | 25.16 | 27.58 | 17.55 |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 0.78 | 21.9 | 21.03 | 26.36 | 17.77 |
| PGIM India Midcap Fund - Regular Plan - Growth Option | 05-12-2013 | 0.36 | 16.04 | 13.34 | 23.87 | 15.14 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | -0.26 | 26.0 | 23.63 | 27.9 | 17.48 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | -0.64 | 20.84 | - | - | - |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | -0.71 | 23.49 | 21.08 | 24.67 | 15.07 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | -0.94 | 23.74 | 22.82 | 25.28 | 14.81 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
17.96%
Large Cap
11.54%
Mid Cap
70.49%
