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: 1.55% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 34,748.89 Cr As on 30-09-2025(Source:AMFI) |
| Turn over: 131% | Exit Load: Yes |
103.6744
-0.44 (-0.4271%)
22.24%
Benchmark: 17.53%
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 | 17.64 |
| Sharpe Ratio | 0.99 |
| Alpha | 3.07 |
| Beta | 0.9 |
| 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 | -4.47 | 27.78 | 26.6 | 33.27 | 17.66 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 7.76 | 30.17 | 28.49 | 28.17 | 18.31 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 3.69 | 24.17 | 25.36 | - | - |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 3.16 | 23.12 | 23.01 | 27.72 | 18.02 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 2.89 | 22.01 | 26.24 | 29.48 | 17.97 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 1.52 | 24.49 | 22.57 | 26.84 | 15.61 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 1.48 | 18.7 | 20.77 | 26.51 | - |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 1.02 | 19.53 | 19.05 | 24.82 | - |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 0.75 | 21.16 | - | - | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 0.24 | 23.72 | 23.93 | 26.76 | 15.13 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
2.61%
Large Cap
21.38%
Mid Cap
76.05%
