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: 1.59% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 20,055.68 Cr As on 31-10-2024(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. |
112.2966
0.63 (0.5567%)
25.12%
Benchmark: 18.3%
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 | 15.42 |
| Sharpe Ratio | 1.56 |
| Alpha | 10.96 |
| Beta | 0.83 |
| 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 | 63.42 | 45.57 | 36.6 | 33.64 | 20.69 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 49.15 | 37.43 | 26.2 | 28.76 | 18.06 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 46.84 | 37.42 | 27.56 | 31.21 | 19.1 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 45.61 | 38.94 | 26.8 | 25.95 | 17.59 |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 41.86 | 35.86 | 24.14 | - | - |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 39.82 | 32.39 | 24.31 | 28.05 | 18.87 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 39.43 | 35.3 | 26.38 | 25.55 | 16.21 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 39.32 | 33.29 | 23.63 | 24.15 | 16.23 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 39.24 | 37.82 | 26.88 | 29.08 | - |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 39.02 | 39.35 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.86%
Others
2.4%
Large Cap
23.85%
Mid Cap
71.9%
