Motilal Oswal Midcap Fund-Direct Plan-Growth Option
(Erstwhile MOSt Focused Midcap 30-Direct 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: 0.7% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500 |
| Minimum Topup: 500 |
| Total Assets: 27,780.18 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 131% | Exit Load: Yes |
113.7067
0.47 (0.409%)
24.16%
Benchmark: 17.68%
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
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 | 18.8 |
| Sharpe Ratio | 1.11 |
| Alpha | 6.83 |
| Beta | 0.89 |
| 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-Direct Plan-Growth Option | 24-02-2014 | 20.44 | 38.3 | 33.92 | 39.87 | 19.23 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 21.62 | 34.01 | 29.27 | 31.39 | 17.37 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 19.23 | 36.84 | 32.46 | 38.28 | 17.82 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 18.81 | 33.56 | 28.81 | 34.07 | 17.78 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 15.24 | 32.42 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
24.55%
Large Cap
9.06%
Mid Cap
66.39%
