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: 1.55% 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 |
92.0246
-0.59 (-0.6402%)
20.42%
Benchmark: 17.2%
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 | 17.91 |
| Sharpe Ratio | 1.03 |
| Alpha | 2.6 |
| Beta | 0.91 |
| 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 | -2.59 | 12.07 | 22.92 | 25.79 | 16.81 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 16.72 | 15.19 | 23.39 | 22.15 | 16.92 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 14.19 | 15.3 | 24.82 | 20.43 | 16.53 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 13.76 | 10.61 | 20.27 | 20.15 | - |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 13.74 | 14.47 | 26.08 | 25.23 | 18.81 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 12.73 | 14.96 | 25.78 | - | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 12.63 | 17.68 | 25.73 | 22.24 | 17.9 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 12.15 | 16.91 | 26.5 | 24.12 | 18.82 |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 12.04 | 12.2 | 21.03 | 20.53 | - |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 11.58 | 13.39 | 25.42 | 24.06 | 18.67 |
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
