Motilal Oswal Midcap Fund-Regular Plan-Growth Option
(Erstwhile MOSt Focused Midcap 30-Regular Plan-Growth Option)
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 02-02-2014 |
| Asset Class: Equity |
| Benchmark: Nifty Midcap 150 TRI |
| TER: 1.68% As on (30-08-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 42,851.59 Cr As on 31-08-2026(Source:AMFI) |
| Turn over: 0.95% | Exit Load: 1% on or before 365D, Nil after 365D |
103.8267
1.55 (1.495%)
20.45%
Benchmark: 17.02%
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 | 20.55 |
| Sharpe Ratio | 0.72 |
| Alpha | 2.34 |
| Beta | 0.94 |
| 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 Plan-Growth Option | 02-02-2014 | -2.79 | -0.77 | 17.69 | 19.96 | 16.23 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 17.4 | 8.45 | 22.89 | 17.75 | 16.63 |
| ICICI Prudential Mid Cap Fund - Regular Plan - Growth | 10-10-2004 | 12.64 | 7.31 | 20.49 | 16.66 | 16.01 |
| Helios Mid Cap Fund - Regular Plan - Growth Plan | 13-03-2025 | 11.68 | - | - | - | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 11.53 | 8.21 | 20.27 | - | - |
| Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 8.73 | 2.83 | 15.36 | 13.77 | 14.74 |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 8.62 | 1.7 | 18.12 | 14.5 | - |
| JM Mid Cap Fund - Regular Plan - Growth Option | 21-11-2022 | 7.64 | 2.19 | 17.46 | - | - |
| Bandhan Midcap Fund - Growth - Regular Plan | 05-08-2022 | 7.54 | 3.01 | 16.93 | - | - |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 7.51 | 1.65 | 16.28 | 16.23 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
3.26%
Others
4.13%
Large Cap
25.64%
Mid Cap
66.97%
