Motilal Oswal Midcap Fund-Regular Plan-Growth Option
(Erstwhile MOSt Focused Midcap 30-Regular Plan-Growth Option )
Category: Equity: Mid Cap
Launch Date: 02-02-2014
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.56% As on ( 30-06-2025)
Status: Open Ended Schemes
Minimum Topup: 500.0
Total Assets: 32,048.08 Cr As on ( 30-06-2025)
Turn over: 131
NAV as on 18-07-2025
102.8811
-0.52 ( -0.5038% )
CAGR Since Inception
22.67%
NIFTY Midcap 150 TRI 17.77%
Performance of Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Fund Managers

Investment Objective

To achieve Long-term capital growth & Investment in equity and equity related instruments in quality mid-cap companies having long-term competitive advantages and potential for growth.

Returns Calculator for Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 13.31 1.48 6.32 0.88 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Midcap Fund Reg Gr 02-02-2014 5.27 31.94 31.75 35.53 17.18
Invesco India MidCap Gr 19-04-2007 17.36 33.73 31.2 30.53 17.77
WhiteOak Capital Mid Cap Fund Reg Gr 07-09-2022 8.42 27.89 0.0 0.0 0.0
Edelweiss MidCap Reg Gr 26-12-2007 7.84 30.95 28.27 32.24 17.51
HDFC Mid Cap Fund Gr 25-06-2007 6.93 27.34 30.2 32.2 17.71
Sundaram MidCap Gr 01-07-2002 6.21 28.28 27.11 28.6 14.7
Franklin India Mid Cap Fund Gr 01-12-1993 5.35 27.39 26.71 26.96 15.09
Kotak Midcap Fund Reg Gr 30-03-2007 5.06 26.28 25.16 29.99 17.51
NIPPON INDIA GROWTH MID CAP FUND Gr Gr 05-10-1995 5.03 28.79 28.38 32.03 17.32
PGIM India Midcap Fund Reg Gr 05-12-2013 4.36 17.61 16.99 27.63 14.9

Asset Allocation (%)

PORTFOLIO ANALYSIS of Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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