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: 1.58% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 26,421.09 Cr As on 31-12-2024(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. |
101.374
0.56 (0.5531%)
23.64%
Benchmark: 17.81%
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 | 15.47 |
| Sharpe Ratio | 1.59 |
| Alpha | 12.24 |
| Beta | 0.82 |
| 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 | 36.95 | 41.4 | 29.42 | 29.55 | 18.77 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 30.26 | 35.7 | 21.17 | 25.19 | 16.9 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 29.17 | 36.73 | 22.7 | 27.66 | 17.83 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 26.53 | 35.01 | 21.68 | 21.96 | 15.97 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 25.24 | 29.57 | 19.38 | 24.32 | 17.29 |
| BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | 18-08-2022 | 24.01 | 31.27 | - | - | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 23.61 | 31.91 | 19.75 | 21.4 | 14.8 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 23.27 | 31.44 | 16.69 | 21.35 | - |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 22.63 | 27.63 | 14.34 | 21.13 | 15.25 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 22.47 | 33.88 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
0.1%
Others
9.2%
Large Cap
28.76%
Mid Cap
61.96%
Scheme Documents
There are no scheme documents available
