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: 1.56% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 32,048.08 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: 131% | Exit Load: Yes |
49.9498
-0.25 (-0.5037%)
22.81%
Benchmark: 17.77%
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 | 5.17 | 31.78 | 30.74 | 34.29 | 17.35 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 17.36 | 33.73 | 31.2 | 30.53 | 17.77 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 8.42 | 27.89 | - | - | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 7.84 | 30.95 | 28.27 | 32.24 | 17.51 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 6.93 | 27.34 | 30.2 | 32.2 | 17.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 6.21 | 28.28 | 27.11 | 28.6 | 14.7 |
| Franklin India Mid Cap Fund-Growth | 01-12-1993 | 5.35 | 27.39 | 26.71 | 26.96 | 15.09 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 5.27 | 31.94 | 31.75 | 35.53 | 17.18 |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 5.06 | 26.28 | 25.16 | 29.99 | 17.51 |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 5.03 | 28.79 | 28.38 | 32.03 | 17.32 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
16.62%
Large Cap
14.54%
Mid Cap
68.86%
