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: 1.55% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 36,880.18 Cr As on 31-12-2025(Source:AMFI) |
| Turn over: 131% | Exit Load: Yes |
46.0264
1.49 (3.2355%)
20.83%
Benchmark: 17.29%
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 | -1.91 | 13.32 | 22.41 | 23.85 | 17.39 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 19.81 | 15.18 | 24.74 | 21.15 | 17.51 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 15.48 | 14.18 | 26.1 | 23.94 | 19.23 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 15.45 | 10.6 | 20.98 | 18.94 | - |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 14.3 | 14.42 | 24.77 | 19.65 | 17.01 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 13.78 | 14.48 | 25.58 | - | - |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 13.29 | 13.72 | 25.88 | 23.02 | 19.36 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 13.05 | 18.2 | 26.33 | 21.46 | 18.67 |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 12.87 | 11.98 | 21.12 | 19.79 | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 12.72 | 14.77 | 25.19 | 20.7 | 16.23 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
16.41%
Large Cap
17.03%
Mid Cap
66.56%
Scheme Documents
There are no scheme documents available
