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: 0.7% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500 |
| Minimum Topup: 500 |
| Total Assets: 33,608.53 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: 131% | Exit Load: Yes |
118.5705
0.87 (0.7366%)
24.0%
Benchmark: 17.59%
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
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 | 17.52 |
| Sharpe Ratio | 1.32 |
| Alpha | 7.05 |
| 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 | 4.9 | 33.95 | 29.45 | 35.15 | 18.2 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 14.95 | 32.99 | 28.4 | 28.57 | 17.53 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 8.02 | 26.52 | - | - | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 5.42 | 29.46 | 24.95 | 29.47 | 17.15 |
| PGIM India Midcap Fund - Regular Plan - Growth Option | 05-12-2013 | 5.24 | 18.48 | 14.39 | 25.28 | 14.73 |
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%
