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: 1.6% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 31,046.66 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 131% | Exit Load: Yes |
91.4272
0.52 (0.566%)
19.92%
Benchmark: 17.18%
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 | 19.73 |
| Sharpe Ratio | 0.58 |
| Alpha | -1.14 |
| Beta | 0.94 |
| 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 | -1.75 | 4.96 | 21.66 | 23.06 | 16.44 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 26.12 | 14.37 | 26.79 | 20.78 | 17.18 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 23.17 | 13.38 | 27.24 | 19.02 | 17.31 |
| Helios Mid Cap Fund - Regular Plan - Growth Plan | 13-03-2025 | 17.88 | - | - | - | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 17.75 | 14.21 | 26.61 | - | - |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 17.0 | 13.66 | 22.63 | 19.23 | 18.0 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 16.27 | 8.85 | 21.31 | 17.94 | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 15.88 | 15.96 | 26.69 | 21.62 | 18.36 |
| BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 15.37 | 10.18 | 21.87 | 18.03 | 15.77 |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 15.06 | 12.73 | 26.7 | 22.76 | 19.07 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
7.25%
Large Cap
21.67%
Mid Cap
71.1%
