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: 1.76% As on (31-01-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 7,972.05 Cr As on (31-01-2024)
Turn over: 135% | Exit Load: Exit load of 1% if redeemed within 15 days

76.0131

22.48%

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 14.21
Sharpe Ratio 1.94
Alpha 7.87
Beta 0.81
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 51.78 31.38 33.19 27.22 -
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 59.14 33.74 38.12 31.67 20.17
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 57.9 29.94 - - -
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 57.03 28.94 28.48 25.58 -
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 54.88 33.34 29.52 25.68 22.43
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 54.78 - - - -
JM Midcap Fund (Regular) - Growth 21-11-2022 54.29 - - - -
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 52.9 28.88 28.31 26.28 21.33
HSBC Midcap Fund - Regular Growth 09-08-2004 51.4 26.51 22.68 20.44 21.62
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 49.75 27.23 24.25 20.92 20.34

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

3.3%

Others

7.06%

Large Cap

23.07%

Mid Cap

66.57%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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