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: 1.61% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 35,734.98 Cr As on 30-04-2026(Source:AMFI) |
| Turn over: 0.95% | Exit Load: Yes |
41.6419
-0.5 (-1.2026%)
19.93%
Benchmark: 17.19%
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 | -8.27 | 4.29 | 18.24 | 21.36 | 16.61 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 19.34 | 13.64 | 27.44 | 19.49 | 17.76 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 17.43 | 12.27 | 26.05 | 19.49 | 17.62 |
| Helios Mid Cap Fund - Regular Plan - Growth Plan | 13-03-2025 | 13.47 | - | - | - | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 12.28 | 14.23 | 24.68 | - | - |
| BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 9.98 | 8.61 | 21.08 | 17.23 | 15.92 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 9.95 | 8.22 | 20.06 | 16.54 | - |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 9.52 | 7.81 | 23.71 | 19.11 | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 8.96 | 14.78 | 24.68 | 20.08 | 18.3 |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 8.6 | 8.69 | 19.24 | 17.52 | - |
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
24.01%
Mid Cap
71.99%
