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 (30-06-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 37,473.87 Cr As on 30-06-2026(Source:AMFI) |
| Turn over: 0.95% | Exit Load: 1% on or before 365D, Nil after 365D |
97.2452
-0.07 (-0.0677%)
20.09%
Benchmark: 17.1%
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 | 20.32 |
| Sharpe Ratio | 0.65 |
| Alpha | -2.18 |
| Beta | 0.92 |
| 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 | -4.73 | -0.57 | 18.42 | 21.26 | 16.07 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 14.83 | 9.44 | 23.92 | 17.71 | 16.59 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 10.87 | 9.96 | 21.71 | - | - |
| Helios Mid Cap Fund - Regular Plan - Growth Plan | 13-03-2025 | 9.63 | - | - | - | - |
| ICICI Prudential Midcap Fund - Growth | 10-10-2004 | 8.93 | 7.55 | 22.19 | 16.88 | 16.15 |
| Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 8.0 | 4.18 | 17.81 | 14.7 | 15.03 |
| MahIndra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 7.42 | 3.88 | 20.01 | 17.04 | - |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 7.0 | 1.78 | 20.39 | 14.64 | - |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 6.76 | 4.95 | 17.29 | 15.34 | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 6.26 | 11.37 | 23.92 | 19.0 | 18.22 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
6.63%
Large Cap
17.87%
Mid Cap
75.5%
