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: 1.58% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 27,780.18 Cr As on 30-04-2025(Source:AMFI)
Turn over: 131% | Exit Load: Yes

49.2468

22.89%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Midcap 150 TRI
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 14.54 33.59 33.05 35.89 18.16
Invesco India Midcap Fund - Growth Option 19-04-2007 22.7 35.79 30.97 31.16 18.18
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 17.51 33.94 30.03 34.2 18.52
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 17.32 32.16 - - -
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 14.65 33.75 34.07 37.15 17.99
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 13.78 33.53 29.91 34.09 18.51
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 13.66 32.76 28.88 29.99 15.81
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 12.45 30.55 31.03 33.61 18.23
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 12.43 27.27 - - -
Franklin India Prima Fund-Growth 01-12-1993 12.09 30.2 28.32 28.18 15.74

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

25.2%

Large Cap

9.05%

Mid Cap

65.77%

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