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 (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 8,986.69 Cr As on (31-03-2024) |
| Turn over: 146% | Exit Load: Exit load of 1% if redeemed within 1 year. |
79.9958
-0.13 (-0.1604%)
22.73%
Benchmark: 17.89%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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 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 | 13.35 |
| Sharpe Ratio | 1.93 |
| Alpha | 10.6 |
| Beta | 0.79 |
| 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 | 59.56 | 30.46 | 36.05 | 25.87 | 22.48 |
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 66.84 | 29.06 | 35.08 | 30.18 | 20.18 |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 63.02 | 29.53 | 22.91 | - | - |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 61.04 | - | - | - | - |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 60.3 | 26.33 | 28.11 | 24.44 | - |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 57.21 | 25.14 | 22.66 | 18.94 | 20.58 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 56.07 | 30.31 | 29.61 | 23.36 | 21.34 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 55.79 | 26.9 | 29.17 | 24.08 | 20.4 |
| Tata Mid Cap Growth Fund Regular Plan- Growth Option | 01-07-1994 | 54.73 | 23.97 | 24.49 | 21.86 | 20.86 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 53.64 | - | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.92%
Others
15.41%
Large Cap
19.52%
Mid Cap
63.15%
