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: 1.53% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 37,500.86 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: 131% | Exit Load: Yes |
103.5858
0.51 (0.4889%)
22.06%
Benchmark: 17.63%
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 | 17.74 |
| Sharpe Ratio | 1.07 |
| Alpha | 3.38 |
| Beta | 0.91 |
| 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 | -0.34 | 26.3 | 26.33 | 31.62 | 18.14 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 14.23 | 29.67 | 27.1 | 27.17 | 18.71 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 12.01 | 26.22 | 22.6 | 26.16 | 16.42 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 11.87 | 25.63 | 25.87 | - | - |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 10.93 | 20.74 | 20.61 | 25.26 | - |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 10.33 | 23.17 | 26.12 | 28.56 | 18.62 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 9.11 | 21.05 | - | - | - |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 8.47 | 20.21 | 19.59 | 24.57 | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 7.87 | 24.06 | 24.37 | 26.08 | 15.76 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 7.79 | 26.48 | 24.86 | 28.16 | 18.69 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Large Cap
26.78%
Mid Cap
73.22%
