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: 1.57% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 25,985.81 Cr As on 31-03-2025(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. |
90.068
0.45 (0.4991%)
21.79%
Benchmark: 17.28%
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
7 Years 7 Months
8 Years 7 Months
10 Years 6 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 | 18.79 |
| Sharpe Ratio | 1.01 |
| Alpha | 7.08 |
| Beta | 0.9 |
| 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 | 12.59 | 33.82 | 24.11 | 35.65 | 16.12 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 17.64 | 32.2 | 20.86 | 29.52 | 15.82 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 14.78 | 32.19 | 21.13 | 33.13 | 16.46 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 13.08 | 29.63 | 19.86 | 28.06 | 14.01 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 11.94 | 31.86 | 21.62 | 33.02 | 16.39 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 11.24 | 30.42 | 20.28 | 29.17 | 13.81 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 10.85 | 24.72 | 16.72 | 29.99 | 16.03 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 10.44 | 30.07 | - | - | - |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 9.67 | 23.89 | 14.41 | 24.05 | 14.51 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 9.52 | 27.02 | 15.83 | 25.9 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
25.44%
Large Cap
8.86%
Mid Cap
65.71%
