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: 1.58% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 30,376.69 Cr As on 30-05-2025(Source:AMFI)
Turn over: 131% | Exit Load: Yes

105.1597

23.01%

PERFORMANCE

Returns Type:
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End : 
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This Scheme
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vs
NIFTY Midcap 150 TRI
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Gold
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PPF
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Returns Type:
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  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 18.26
Sharpe Ratio 1.29
Alpha 6.46
Beta 0.87
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 10.02 34.22 35.55 36.9 17.72
Invesco India Midcap Fund - Growth Option 19-04-2007 16.87 34.39 33.07 30.86 17.85
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 11.75 30.13 - - -
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 10.35 32.62 31.78 33.47 18.0
HDFC Mid Cap Fund - Growth Plan 25-06-2007 8.87 28.52 32.77 32.58 17.99
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 8.07 29.78 29.91 28.93 15.04
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 8.03 30.58 31.27 33.12 17.86
Franklin India Prima Fund-Growth 01-12-1993 7.27 28.39 29.45 27.42 15.37
Kotak Midcap Fund - Growth 30-03-2007 6.58 27.32 27.51 30.62 17.94
HSBC Midcap Fund - Regular Growth 09-08-2004 6.09 31.57 28.55 26.98 16.24

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

25.2%

Large Cap

9.05%

Mid Cap

65.77%

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