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 (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 32,048.08 Cr As on 30-06-2025(Source:AMFI)
Turn over: 131% | Exit Load: Yes

103.5914

22.72%

PERFORMANCE

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

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 17.99
Sharpe Ratio 1.48
Alpha 6.32
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 6.6 33.17 30.83 35.62 17.18
Invesco India Midcap Fund - Growth Option 19-04-2007 19.9 34.01 30.61 30.26 17.86
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 10.64 28.02 - - -
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 9.67 31.06 27.37 31.88 17.59
HDFC Mid Cap Fund - Growth Plan 25-06-2007 7.33 27.03 29.19 32.1 17.81
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 7.17 27.94 26.24 28.41 14.65
ICICI Prudential MidCap Fund - Growth 10-10-2004 7.05 29.55 24.24 29.35 15.29
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 6.78 26.46 24.36 29.86 17.73
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option 05-10-1995 6.43 28.82 27.68 31.68 17.32
Franklin India Mid Cap Fund-Growth 01-12-1993 6.31 27.42 25.63 26.75 15.11

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

16.62%

Large Cap

14.54%

Mid Cap

68.86%

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