Motilal Oswal Midcap Fund-Regular - IDCW Payout/Reinvestment
(Erstwhile MOSt Focused Midcap 30-Regular Plan-Dividend 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: 1.53% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 37,500.86 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: 131% | Exit Load: Yes |
49.6268
-0.77 (-1.5562%)
22.0%
Benchmark: 17.61%
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
10 Years 0 Months
10 Years 5 Months
There is no value for 10x
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 | 13.31 |
| Sharpe Ratio | 1.92 |
| Alpha | 10.44 |
| Beta | 0.78 |
| 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 - IDCW Payout/Reinvestment | 24-02-2014 | -1.85 | 24.56 | 25.34 | 28.92 | 17.82 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 14.56 | 28.15 | 27.61 | 26.11 | 18.42 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 13.14 | 23.94 | 22.88 | 24.87 | 15.94 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 12.79 | 23.49 | 26.35 | - | - |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 12.4 | 19.05 | 20.9 | 24.2 | - |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 11.57 | 21.4 | 26.05 | 27.38 | 18.37 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 9.55 | 19.3 | - | - | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 8.68 | 22.08 | 24.78 | 24.91 | 15.37 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 8.23 | 24.17 | 25.32 | 26.91 | 18.29 |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 7.72 | 17.5 | 19.64 | 23.29 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
12.77%
Large Cap
16.34%
Mid Cap
70.89%
