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: - |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 33,608.53 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: 131% | Exit Load: Yes |
119.0027
-0.28 (-0.2346%)
23.91%
Benchmark: 17.5%
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 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 | 17.47 |
| Sharpe Ratio | 1.23 |
| Alpha | 8.06 |
| Beta | 0.87 |
| 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 | 1.74 | 27.72 | 27.55 | 35.49 | 19.41 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 10.18 | 28.32 | 26.28 | 28.76 | 18.53 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 4.7 | 22.79 | 23.93 | - | - |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 2.37 | 20.75 | 20.12 | 28.14 | 18.22 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 2.35 | 24.84 | 22.79 | 29.71 | 18.19 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 2.3 | 22.77 | 20.65 | 26.89 | 15.72 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 1.98 | 20.41 | 24.2 | 29.55 | 18.09 |
| PGIM India Midcap Fund - Regular Plan - Growth Option | 05-12-2013 | 1.69 | 14.67 | 12.44 | 25.35 | 15.77 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 1.34 | 20.15 | - | - | - |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 0.88 | 23.75 | 22.78 | 24.53 | 16.44 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
17.96%
Large Cap
11.54%
Mid Cap
70.49%
