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: 1.61% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500 |
| Minimum Topup: 500 |
| Total Assets: 23,703.68 Cr As on 28-02-2025(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. |
93.2765
0.63 (0.6713%)
22.29%
Benchmark: 17.27%
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 | 18.77 |
| Sharpe Ratio | 1.04 |
| Alpha | 7.57 |
| Beta | 0.92 |
| 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 | 18.06 | 38.94 | 28.53 | 36.86 | 17.04 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 19.21 | 35.43 | 22.04 | 31.35 | 16.17 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 18.6 | 34.83 | 22.74 | 35.2 | 16.9 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 17.02 | 32.25 | 21.48 | 29.54 | 14.46 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 15.84 | 27.5 | 19.16 | 32.01 | 16.76 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
23.09%
Large Cap
7.25%
Mid Cap
69.66%
