Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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Category: Equity: Mid Cap
Launch Date: 02-02-2014
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.58% As on (30-04-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 2,778.02 Cr As on (30-04-2025)
Turn over: 131

NAV as on 12-05-2025

98.4799

3.33 (3.3852%)

CAGR Since Inception

22.6%

NIFTY Midcap 150 TRI 17.51%

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

Scheme Performance (%) Data as on - 12-05-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Motilal Oswal Midcap Fund-Regular Plan-Growth Option	20.16	32.58	38.53	18.11	22.6
NIFTY MIDCAP 150 TRI	10.87	27.24	33.96	18.35	17.51
Equity: Mid Cap	10.69	24.39	30.28	15.89	18.11

Yearly Performance (%)

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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.

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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	1.05	5.72	0.89	-	-
Equity: Mid Cap	-	-	-	-	-	-

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

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Period

Data as on - 12-05-2025

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	20.16	36.74	32.58	38.53	18.11
Invesco India Midcap Fund - Growth Option	19-04-2007	20.72	32.39	28.96	30.93	17.3
Edelweiss Mid Cap Fund - Regular Plan - Growth Option	26-12-2007	20.16	32.45	28.68	33.82	17.86
WhiteOak Capital Mid Cap Fund Regular Plan Growth	07-09-2022	16.59	31.85	0.0	0.0	0.0
Franklin India Prima Fund-Growth	01-12-1993	15.66	30.02	27.19	29.34	15.2
Kotak Emerging Equity Scheme - Growth	30-03-2007	13.99	26.21	23.57	31.67	17.51
Nippon India Growth Fund-Growth Plan-Growth Option	05-10-1995	13.75	32.02	28.42	34.5	17.64
Sundaram Mid Cap Fund Regular Plan - Growth	01-07-2002	13.35	30.62	27.51	30.58	15.11
HDFC Mid-Cap Opportunities Fund - Growth Plan	25-06-2007	13.03	30.78	30.07	34.16	17.58
Axis Midcap Fund - Regular Plan - Growth	06-02-2011	11.95	23.88	21.17	24.9	15.72

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

Asset Allocation (%)