Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Fund House: Motilal Oswal Mutual Fund
Category: Equity: Mid Cap
Status: Open Ended Schemes
Launch Date: 02-02-2014
Minimum Investment: 500.0
Asset Class: Equity
Minimum Topup: 500.0
Benchmark: NIFTY Midcap 150 TRI
Total Assets: 33608.53 As on (31-07-2025)
Expense Ratio: 1.56% As on (31-07-2025)
Turn over: 81.00% | Exit Load: Yes
NAV as on 14-08-2025
101.7199
0.5221
CAGR Since Inception
22.39%
NIFTY Midcap 150 TRI 17.48%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 3.93 | 28.0 | 33.9 | 16.94 | 22.39 |
| NIFTY MIDCAP 150 TRI | 1.06 | 22.48 | 28.6 | 17.5 | 17.48 |
| Equity: Mid Cap | 1.38 | 20.58 | 25.99 | 15.23 | 18.53 |
Funds Manager
RETURNS CALCULATORS for Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Motilal Oswal Midcap Fund-Regular Plan-Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund Reg Gr | 02-02-2014 | 3.93 | 30.79 | 28.0 | 33.9 | 16.94 |
| Invesco India MidCap Gr | 19-04-2007 | 15.2 | 31.83 | 27.59 | 28.68 | 17.41 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 8.26 | 25.58 | 0.0 | 0.0 | 0.0 |
| Edelweiss MidCap Reg Gr | 26-12-2007 | 5.93 | 28.4 | 24.26 | 29.58 | 17.14 |
| PGIM India Midcap Fund Reg Gr | 05-12-2013 | 5.24 | 17.21 | 13.64 | 25.42 | 14.64 |
| Kotak Midcap Fund Reg Gr | 30-03-2007 | 5.22 | 23.94 | 21.37 | 28.09 | 17.3 |
| HDFC Mid Cap Fund Gr | 25-06-2007 | 5.08 | 23.84 | 25.69 | 29.6 | 17.04 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 05-10-1995 | 4.57 | 25.57 | 24.63 | 29.23 | 16.99 |
| ICICI Pru MidCap Gr | 10-10-2004 | 4.41 | 26.05 | 21.49 | 26.67 | 14.59 |
| Sundaram MidCap Gr | 01-07-2002 | 3.93 | 25.78 | 22.89 | 26.99 | 14.23 |
Asset Allocation (%)
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 | 1.26 | 5.96 | 0.88 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |