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 |
47.5859
-0.22 (-0.4684%)
21.28%
Benchmark: 17.36%
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 | -7.29 | 14.14 | 23.69 | 25.1 | 17.56 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 13.79 | 15.52 | 22.21 | 20.8 | 16.37 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 11.4 | 11.45 | 19.82 | 19.98 | - |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 9.85 | 15.18 | 24.99 | 23.99 | 18.46 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 8.23 | 20.14 | 26.22 | 22.1 | 18.0 |
| Tata Mid Cap Fund Regular Plan- Growth Option | 01-07-1994 | 8.23 | 11.65 | 21.86 | 19.23 | 16.09 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 8.06 | 16.01 | 25.2 | - | - |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 7.51 | 13.3 | 24.69 | 22.85 | 18.41 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 6.98 | 13.58 | 20.24 | - | - |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 6.83 | 13.6 | 23.68 | - | - |
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
