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: 1.56% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 33,608.53 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: 131% | Exit Load: Yes |
101.0578
1.61 (1.5894%)
22.34%
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 | 17.49 |
| Sharpe Ratio | 1.26 |
| Alpha | 5.96 |
| Beta | 0.88 |
| 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 | 2.84 | 30.12 | 28.24 | 33.58 | 16.71 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 14.77 | 31.14 | 27.5 | 28.62 | 17.27 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 6.1 | 24.93 | - | - | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 4.85 | 27.8 | 24.27 | 29.31 | 17.0 |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 4.35 | 23.52 | 21.4 | 28.1 | 17.2 |
| PGIM India Midcap Fund - Regular Plan - Growth Option | 05-12-2013 | 3.46 | 16.53 | 13.69 | 25.16 | 14.49 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 3.23 | 23.48 | 25.59 | 29.72 | 16.96 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 3.02 | 25.41 | 22.97 | 26.93 | 14.11 |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 2.8 | 21.35 | 17.94 | 22.46 | 14.96 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 2.61 | 25.34 | 21.44 | 27.06 | 14.56 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
17.96%
Large Cap
11.54%
Mid Cap
70.49%
