Scheme Overview

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: 1.58% As on ( 31-05-2025)
Status: Open Ended for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 30,376.69 Cr As on ( 30-05-2025)
Turn over: 131
NAV as on 13-06-2025

100.0642

-0.01 ( -0.0122% )

CAGR Since Inception

22.58%

NIFTY Midcap 150 TRI

17.77%

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

Scheme Performance (%) Data as on - 13-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 10.77 35.19 36.55 17.99 22.58
NIFTY MIDCAP 150 TRI 6.43 28.23 32.7 19.1 17.77
Equity: Mid Cap 4.68 26.33 29.33 16.45 18.82

Yearly Performance (%)

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)

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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 1.29 6.46 0.87 - -
Equity: Mid Cap - - - - - -

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

Period :
Data as on - 13-06-2025
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 10.77 32.18 35.19 36.55 17.99
Invesco India Midcap Fund - Growth Option 19-04-2007 16.43 33.13 31.45 30.47 17.93
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 12.12 30.05 0.0 0.0 0.0
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 12.12 31.8 30.87 33.56 18.44
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 8.1 30.51 29.33 29.59 15.6
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 7.3 28.21 31.8 33.12 18.05
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 7.23 30.79 30.16 33.36 18.29
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 6.97 25.21 0.0 0.0 0.0
Franklin India Prima Fund-Growth 01-12-1993 6.84 27.94 28.84 27.66 15.6
Kotak Emerging Equity Scheme - Growth 30-03-2007 6.81 26.73 26.47 30.82 18.22

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

Asset Allocation (%)

Contact us

NEO TOWER, H. NO. 1048 B,
PLOT NO. 408 , TIRANGA CHOWK, TUNDI ROAD,
GIRIDIH, JHARKHAND - 815301

06532-222222 , 8051588888

support@neowealth.in

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