Motilal Oswal Midcap Fund

Mid CapEquityVery High risk Rank 9 of 35

NAV · Direct-Growth

₹113.21-1.15-1.01%

As of 1 Oct 2026 · AMFI

NAV growth-1.3%

Oct ’25Oct ’26

Arthkar verdictMixed picture

Returns

Mixed vs category

2 of 3 periods ahead

Cost

Average

0.75% vs 0.73% peers

Volatility

Above average

21.2% vs 18.0% cat (3Y)

Consistency

Steady

positive in 9 of 12 years

Beats its Mid Cap category on 3Y & 5Y but trails on 1Y — but has run more volatile than peers.

1Y return

-2.3%

-1.1 vs cat

3Y CAGR

+17.5%

+5.8 vs cat

5Y CAGR

+19.4%

+8.4 vs cat

AUM

₹36.5K Cr

fund size

Expense

0.75%

direct plan

Volatility 3Y

21.2%

▲ vs 18.0%

Go deeper on Motilal Oswal Midcap Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Motilal Oswal Midcap Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Motilal Oswal Midcap Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Motilal Oswal Midcap Fund is a Mid Cap scheme from Motilal Oswal. The portfolio is ~93% in equities with 7% kept in cash and short-term debt. Long-run track record: about 19.4% CAGR over 5 years. Volatility is high — expect 30 %+ paper losses during major corrections. Worst historical drawdown: -37% in Mar 2020, recovered in 9 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF247L01445

NAV (Direct-Growth)

₹113.2070

Last 1Y

-1.30%

Oct 25Min ₹92.96 · Max ₹123.44 · 247 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-37.2%

Peak ₹31.27 on 20 Feb 2020 → trough ₹19.62 on 23 Mar 2020 (1 months down).

Recovered in 9 months· 16 Dec 2020

Mar 2026 — ongoing

-28.9%

Peak ₹130.66 on 16 Dec 2024 → trough ₹92.96 on 31 Mar 2026 (16 months down).

Not yet recovered

Oct 2018

-21.5%

Peak ₹29.69 on 29 Aug 2018 → trough ₹23.32 on 23 Oct 2018 (2 months down).

Recovered in 15 months· 16 Jan 2020

Feb 2016

-18.0%

Peak ₹22.24 on 19 Aug 2015 → trough ₹18.24 on 25 Feb 2016 (6 months down).

Recovered in 5 months· 22 Jul 2016

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

4 / 5

Solid scheme on the dimensions we check. No red flags.

Expense ratio
0.75% — typical for category.
AUM size
₹36.5K Cr — reasonable for a mid-cap fund.
Sector concentration
Top 3 sectors = 71.0% — fairly concentrated.
Style drift
Allocation matches the declared category mandate.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-2.99%	-3.14%	13/ 40
1M	-6.12%	-5.71%	25/ 40
3M	+2.71%	-3.15%	2/ 39
6M	+18.03%	+7.87%	8/ 39
YTD	-0.44%	-3.36%	24/ 37
1Y	-2.27%	-1.19%	35/ 37
2Y	-3.00%	-2.59%	31/ 35
3Y	+17.53%	+11.73%	9/ 35
5Y	+19.40%	+10.97%	1/ 29
7Y	+22.92%	+17.78%	4/ 27
10Y	+16.30%	+12.97%	8/ 24

Portfolio composition

Asset allocation

Equity93.37%
Cash6.63%

By market cap

Large cap17.86%
Mid cap75.51%
Others6.63%

Concentration

Holdings

Avg market cap

₹84.7K Cr

Top 10 stocks

56.28%

Top 5 stocks

31.28%

Top 3 sectors

71.05%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

1
Kalyan Jewellers India Ltd
—7.44%
2
One97 Communications Ltd
—7.34%
1
One97 Communications Ltd
—7.29%
2
Kalyan Jewellers India Ltd
—7.09%
3
Persistent Systems Ltd
—6.33%
4
Eternal Ltd
—6.22%
5
Coforge Ltd
—6.13%
3
Eternal Ltd
—5.83%
4
Coforge Ltd
—5.58%
5
KEI Industries Ltd
—5.48%
6
Bharti Airtel Ltd
—5.44%
6
Persistent Systems Ltd
—5.41%
7
KEI Industries Ltd
—5.24%
7
Aditya Birla Capital Ltd
—5.17%
8
Billionbrains Garage Ventures Ltd
—5.09%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio39.5331.18+8.35
P/B ratio6.104.54+1.56
Price / Sales3.663.40+0.26
Price / Cash Flow30.5422.96+7.58
Dividend yield0.39%0.80%-0.41
Return on equity (ROE)20.90%18.19%+2.71

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
21.8820.2718.1719.4017.9716.47
Sharpe ratio
Risk-adjusted return — higher is better.
-0.670.630.910.010.720.68
Sortino ratio
Like Sharpe but only counts downside volatility.
-0.940.961.480.041.131.09
Beta
1 = moves with the market. <1 = less volatile.
0.910.940.910.960.950.93

Peers in Mid Cap

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

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