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: 1.54% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 37,984.35 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: 131% | Exit Load: Yes |
99.0876
-0.8 (-0.807%)
21.36%
Benchmark: 17.48%
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
7 Years 7 Months
8 Years 7 Months
10 Years 6 Months
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 | 17.75 |
| Sharpe Ratio | 1.07 |
| Alpha | 3.46 |
| 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 | -10.87 | 17.7 | 25.88 | 27.98 | 17.27 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 9.66 | 19.44 | 23.99 | 22.94 | 16.1 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 8.02 | 14.56 | 20.92 | 22.36 | - |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 6.55 | 17.51 | 25.95 | 25.63 | 18.18 |
| Tata Mid Cap Fund Regular Plan- Growth Option | 01-07-1994 | 5.76 | 14.29 | 22.55 | 20.96 | 15.82 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 5.76 | 24.14 | 27.43 | 24.26 | 18.17 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 5.45 | 18.89 | 26.4 | - | - |
| Aditya Birla Sun Life MidCap Fund-Growth | 05-10-2002 | 4.26 | 13.66 | 21.64 | 20.66 | 13.75 |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 4.07 | 17.03 | 24.81 | - | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 4.07 | 17.89 | 24.61 | 23.16 | 15.28 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
7.53%
Large Cap
17.33%
Mid Cap
75.15%
