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: 1.7% As on (31-07-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 40,036.07 Cr As on 31-07-2026(Source:AMFI) |
| Turn over: 0.95% | Exit Load: 1% on or before 365D, Nil after 365D |
103.8808
0.37 (0.3556%)
20.64%
Benchmark: 17.25%
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 | 20.32 |
| Sharpe Ratio | 0.65 |
| Alpha | -2.18 |
| 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 | 2.79 | 2.81 | 20.3 | 22.73 | 16.78 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 23.11 | 11.47 | 24.78 | 19.02 | 17.12 |
| ICICI Prudential Midcap Fund - Growth | 10-10-2004 | 18.44 | 10.21 | 23.0 | 18.09 | 16.67 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 17.49 | 11.62 | 22.4 | - | - |
| Helios Mid Cap Fund - Regular Plan - Growth Plan | 13-03-2025 | 17.3 | - | - | - | - |
| MahIndra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 16.19 | 5.43 | 20.46 | 18.33 | - |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 14.97 | 7.11 | 17.34 | 16.02 | - |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 14.94 | 3.61 | 20.94 | 15.8 | - |
| Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 14.88 | 5.9 | 17.89 | 15.48 | 15.25 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 13.6 | 5.03 | 19.7 | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
6.63%
Large Cap
17.87%
Mid Cap
75.5%
