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: 1.64% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 40,207.5 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 0.95% | Exit Load: 1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment. |
44.9132
-0.25 (-0.556%)
19.99%
Benchmark: 16.68%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | -5.75 | -4.78 | 15.8 | 16.74 | 15.52 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.99%
Others
5.19%
Large Cap
19.49%
Mid Cap
70.33%
