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: 1.54% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 37,984.35 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: 131% | Exit Load: Yes |
48.2078
0.02 (0.0496%)
21.55%
Benchmark: 17.4%
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 | -13.12 | 17.56 | 23.1 | 26.86 | 17.6 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 4.87 | 17.99 | 21.7 | 22.34 | 16.01 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 4.63 | 16.75 | 24.69 | 25.31 | 18.37 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 4.37 | 13.97 | 19.5 | 21.98 | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 3.15 | 23.71 | 26.14 | 24.27 | 18.36 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 2.55 | 17.95 | 24.63 | - | - |
| Tata Mid Cap Fund Regular Plan- Growth Option | 01-07-1994 | 2.53 | 13.28 | 21.17 | 20.62 | 15.96 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 0.76 | 16.66 | 23.02 | 22.64 | 15.3 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 0.18 | 14.58 | 19.59 | - | - |
| Aditya Birla Sun Life MidCap Fund-Growth | 05-10-2002 | 0.14 | 13.17 | 19.84 | 20.45 | 13.72 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
7.53%
Large Cap
17.33%
Mid Cap
75.15%
