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: 1.7% As on (31-07-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 40,036.07 Cr As on 31-07-2026(Source:AMFI) |
| Turn over: 0.95% | Exit Load: 1% on or before 365D, Nil after 365D |
106.6782
1.14 (1.0675%)
20.83%
Benchmark: 17.23%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 1.87 | 2.81 | 21.02 | 22.89 | 16.94 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 20.68 | 10.3 | 24.77 | 19.27 | 16.9 |
| ICICI Prudential Midcap Fund - Growth | 10-10-2004 | 17.26 | 10.18 | 23.42 | 18.64 | 16.63 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 15.48 | 10.79 | 22.39 | - | - |
| Helios Mid Cap Fund - Regular Plan - Growth Plan | 13-03-2025 | 14.39 | - | - | - | - |
| MahIndra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 13.05 | 4.22 | 19.7 | 18.52 | - |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 12.87 | 2.94 | 20.94 | 16.16 | - |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 12.52 | 5.96 | 17.1 | 16.29 | - |
| Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 12.51 | 4.27 | 17.54 | 15.54 | 14.96 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 11.78 | 3.86 | 19.35 | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.48%
Others
2.88%
Large Cap
26.25%
Mid Cap
69.39%
