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

22.75%

PERFORMANCE

Returns Type:
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Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Midcap 150 TRI
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Gold
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PPF
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Returns Type:
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  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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

riskometer

PORTFOLIO

Market Cap Distribution

Others

25.2%

Large Cap

9.05%

Mid Cap

65.77%

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