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: 1.61% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 23,703.68 Cr As on 28-02-2025(Source:AMFI)
Turn over: 131% | Exit Load: WEF from 18/03/2024 1% - If redeemed or switched out on or before 1 year from the date of allotment for Subscription received after 18-Mar-2024. Nil - If redeemed after 1 year from the date of allotment. Entry Load: Nil, 1% -If redeemed or switched out on or before 15 days from the date of allotment for Subscription received till 17-Mar-2024. Nil - If redeemed after 15 days from the date of allotment.

92.7646

22.24%

PERFORMANCE

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

The scheme seeks to achieve long term capital appreciation by investing in a maximum of 30 quality mid cap companies having long-term competitive advantages and potential for growth.

Current Asset Allocation (%)

Indicators

Standard Deviation 18.77
Sharpe Ratio 1.04
Alpha 7.57
Beta 0.92
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 20.66 38.03 28.38 37.57 16.96
Invesco India Midcap Fund - Growth Option 19-04-2007 22.45 35.07 22.14 32.03 16.09
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 19.48 34.29 22.73 35.85 16.8
Franklin India Prima Fund-Growth 01-12-1993 18.1 31.86 21.51 30.33 14.36
Kotak Emerging Equity Scheme - Growth 30-03-2007 16.45 27.02 19.26 32.86 16.65
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 16.41 34.44 - - -
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 16.24 34.79 23.1 35.0 16.77
LIC MF Mid Cap Fund-Regular Plan-Growth 02-02-2017 15.93 31.49 18.27 29.24 -
DSP Midcap Fund - Regular Plan - Growth 05-11-2006 14.8 27.09 15.45 24.88 14.08
Axis Midcap Fund - Regular Plan - Growth 06-02-2011 14.26 26.9 15.35 26.31 15.21

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

23.09%

Large Cap

7.25%

Mid Cap

69.66%

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