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: 1.58% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 30,376.69 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 131% | Exit Load: Yes |
103.0673
-0.55 (-0.53%)
22.75%
Benchmark: 17.8%
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 | 17.99 |
| Sharpe Ratio | 1.48 |
| Alpha | 6.32 |
| 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 | 7.03 | 32.96 | 32.68 | 35.89 | 17.5 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 15.2 | 33.47 | 31.13 | 30.27 | 17.8 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 9.39 | 29.34 | - | - | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 8.13 | 32.7 | 29.78 | 32.85 | 17.98 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 7.73 | 28.06 | 31.34 | 32.26 | 18.06 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 6.48 | 29.15 | 28.24 | 28.57 | 14.97 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 5.78 | 28.16 | 27.54 | 26.95 | 15.43 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 5.53 | 29.5 | 29.21 | 32.3 | 17.74 |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 5.27 | 27.39 | 26.04 | 30.13 | 17.92 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 4.17 | 29.71 | 25.68 | 29.83 | 15.57 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
25.2%
Large Cap
9.05%
Mid Cap
65.77%
