Motilal Oswal Midcap Fund-Direct Plan-Growth Option

(Erstwhile MOSt Focused Midcap 30-Direct Plan-Growth Option)
Fund House: Motilal Oswal Mutual Fund
Category: Equity: Mid Cap
Launch Date: 24-02-2014
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
TER: 0.68% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 32,048.08 Cr As on 30-06-2025(Source:AMFI)
Turn over: 131% | Exit Load: Yes

117.751

24.02%

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 4 Months
7 Years 8 Months
10 Years 3 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 18.01
Sharpe Ratio 1.54
Alpha 7.42
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-Direct Plan-Growth Option 24-02-2014 7.38 32.23 30.29 36.05 18.18
Invesco India Midcap Fund - Growth Option 19-04-2007 17.07 31.37 27.88 28.85 17.19
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 9.21 25.41 - - -
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 9.13 28.71 25.33 30.58 16.92
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 8.09 24.78 22.29 28.92 17.14
PGIM India Midcap Fund - Regular Plan - Growth Option 05-12-2013 6.81 16.89 14.61 26.22 14.38
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 6.35 30.86 28.91 34.52 16.79
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 6.27 26.22 23.87 28.02 14.01
ICICI Prudential MidCap Fund - Growth 10-10-2004 6.19 26.68 22.42 28.07 14.46
Axis Midcap Fund - Regular Plan - Growth 06-02-2011 6.15 22.01 18.71 23.12 14.88

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

16.62%

Large Cap

14.54%

Mid Cap

68.86%

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