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: 1.59% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 20,055.68 Cr As on (31-10-2024)
Turn over: 131%
NAV as on 12-12-2024

113.4315

-0.03 (-0.029%)

CAGR Since Inception

25.19%

NIFTY Midcap 150 TRI 18.31%

PERFORMANCE of Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Scheme Performance (%)

Data as on - 12-12-2024

Yearly Performance (%)

Fund Managers

Niket Shah, Ankush Sood, Rakesh Shetty

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.

RETURNS CALCULATOR for Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

Riskometer

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 1.63 12.04 0.82 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Period
Data as on - 12-12-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 63.12 46.43 35.63 33.76 20.91
Invesco India Midcap Fund - Growth Option 19-04-2007 49.04 38.12 25.01 28.89 18.48
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 46.69 38.64 26.2 31.48 19.66
HSBC Midcap Fund - Regular Growth 09-08-2004 46.55 39.94 25.92 26.26 18.04
Kotak Emerging Equity Scheme - Growth 30-03-2007 40.47 32.39 23.01 28.11 19.2
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 39.79 36.28 22.91 0.0 0.0
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 39.67 38.47 25.26 29.11 0.0
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 39.45 37.14 0.0 0.0 0.0
JM Midcap Fund (Regular) - Growth 21-11-2022 39.2 38.93 0.0 0.0 0.0
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 39.2 35.84 25.35 25.86 16.76

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

Asset Allocation (%)