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: 1.53% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 37,500.86 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: 131% | Exit Load: Yes |
102.2704
0.26 (0.2556%)
21.8%
Benchmark: 17.51%
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 | 17.74 |
| Sharpe Ratio | 1.07 |
| Alpha | 3.38 |
| Beta | 0.91 |
| 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 | -7.53 | 22.06 | 24.46 | 29.23 | 17.83 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 7.62 | 25.87 | 25.9 | 25.14 | 18.44 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 5.86 | 19.37 | 24.5 | 26.05 | 18.39 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 5.5 | 20.37 | 24.43 | - | - |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 5.3 | 16.79 | 19.23 | 22.77 | - |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 5.27 | 20.04 | 21.05 | 23.11 | 15.9 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 2.6 | 19.47 | 22.89 | 23.77 | 15.44 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 2.23 | 16.89 | - | - | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 1.99 | 21.88 | 23.8 | 25.58 | 18.33 |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 1.85 | 15.44 | 18.23 | 22.06 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
12.77%
Large Cap
16.34%
Mid Cap
70.89%
