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
-0.04 (-0.0406%)
22.24%
Benchmark: 17.31%
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
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
PORTFOLIO
Market Cap Distribution
Others
23.09%
Large Cap
7.25%
Mid Cap
69.66%
