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 (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 35,734.98 Cr As on 30-04-2026(Source:AMFI) |
| Turn over: 0.95% | Exit Load: Yes |
92.7938
0.88 (0.9517%)
19.93%
Benchmark: 17.23%
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 | 20.73 |
| Sharpe Ratio | 0.77 |
| Alpha | -0.85 |
| Beta | 0.93 |
| 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 | -5.86 | 4.17 | 19.06 | 22.27 | 16.68 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 20.42 | 12.36 | 26.75 | 19.9 | 17.9 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 19.53 | 12.49 | 27.31 | 19.2 | 17.77 |
| Helios Mid Cap Fund - Regular Plan - Growth Plan | 13-03-2025 | 15.05 | - | - | - | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 13.81 | 13.93 | 25.17 | - | - |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 12.38 | 8.19 | 20.94 | 16.86 | - |
| BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 11.68 | 8.62 | 21.63 | 17.56 | 16.21 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 10.7 | 15.04 | 25.33 | 20.42 | 18.62 |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 10.5 | 8.59 | 19.7 | 17.83 | - |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 10.3 | 10.59 | 24.76 | 21.57 | 19.15 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
4.0%
Large Cap
24.01%
Mid Cap
71.99%
