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: 0.85% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 31,046.66 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 131% | Exit Load: Yes |
105.5858
0.21 (0.1946%)
21.34%
Benchmark: 17.18%
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 | 19.77 |
| Sharpe Ratio | 0.63 |
| Alpha | -0.13 |
| Beta | 0.94 |
| 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 | -1.7 | 6.03 | 22.4 | 23.95 | 18.03 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 25.06 | 14.48 | 26.47 | 20.56 | 17.36 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 22.56 | 13.87 | 27.22 | 19.19 | 17.57 |
| Helios Mid Cap Fund - Regular Plan - Growth Plan | 13-03-2025 | 17.2 | - | - | - | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 16.44 | 14.14 | 26.04 | - | - |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 15.42 | 13.48 | 22.09 | 18.97 | 18.09 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 14.34 | 8.72 | 20.91 | 17.61 | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 14.11 | 15.59 | 26.02 | 21.25 | 18.44 |
| BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 13.73 | 10.0 | 21.42 | 17.75 | 15.84 |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 13.54 | 10.23 | 20.66 | 17.85 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
4.0%
Large Cap
24.82%
Mid Cap
71.2%
