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: 24-02-2014
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
TER: 1.73% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 10,378.16 Cr As on (31-05-2024)
Turn over: 131% | Exit Load: Exit load of 1% if redeemed within 1 year.

93.2686

24.12%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 6 Months
8 Years 6 Months
There is no value for 10x
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 13.31
Sharpe Ratio 1.92
Alpha 10.44
Beta 0.78
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 24-02-2014 59.9 51.29 38.78 30.35 21.51
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 72.23 48.75 33.58 35.24 21.07
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 68.54 47.98 24.41 - -
JM Midcap Fund (Regular) - Growth 21-11-2022 66.67 - - - -
HSBC Midcap Fund - Regular Growth 09-08-2004 61.98 42.89 25.0 23.38 19.36
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 60.44 46.71 27.92 28.5 -
ICICI Prudential MidCap Fund - Growth 10-10-2004 60.29 41.63 25.93 24.93 18.41
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 57.07 45.26 30.39 28.12 19.65
LIC MF Mid Cap Fund-Regular Plan-Growth 02-02-2017 56.74 41.06 23.04 22.87 -
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 56.48 44.48 27.68 28.47 20.83

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

2.31%

Others

10.12%

Large Cap

22.37%

Mid Cap

65.19%

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