Motilal Oswal Midcap Fund
code 127042 Mid Cap Fund direct plan · growth NAVs 2014-02-25 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2014-02-25, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 3.62% | -6.90% | -7.02% | 0.12% | 2026-10-09 → 2026-11-09 |
| 3M | 0.71% | 6.03% | -3.44% | 9.47% | 2026-08-07 → 2026-11-09 |
| 6M | 9.61% | 19.58% | 9.90% | 9.68% | 2026-05-08 → 2026-11-09 |
| 1Y | 1.06% | 0.12% | 4.81% | -4.69% | 2025-11-07 → 2026-11-09 |
| 3Y | 17.95% | 17.54% | 13.65% | 3.88% | 2023-11-09 → 2026-11-09 |
| 5Y | 18.70% | 20.13% | 14.85% | 5.28% | 2021-11-09 → 2026-11-09 |
| 7Y | 22.93% | 22.31% | 21.16% | 1.16% | 2019-11-08 → 2026-11-09 |
| 10Y | 17.63% | 16.91% | 16.76% | 0.15% | 2016-11-09 → 2026-11-09 |
| since inception | 21.50% | 21.32% | 19.87% | 1.45% | 2014-02-25 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 17.92% | 6.49% | 32.58% | -11.53% | 10.95% | 10.67% | 57.78% | 11.98% | 43.26% | 58.85% | -11.36% |
| benchmark | 9.70% | 6.53% | 55.73% | -12.62% | 0.62% | 25.56% | 48.16% | 3.91% | 44.61% | 24.46% | 5.98% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 2,853 | 21.97% | 15.99% | -26.76% | 101.96% | 80% | 52% |
| 3 years | 2,360 | 20.49% | 21.94% | -8.17% | 43.61% | 95% | 56% |
| 5 years | 1,867 | 19.55% | 16.96% | -0.44% | 40.97% | 100% | 68% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 16.90% | 18.55% | 16.25% |
| volatility | 21.29% | 18.68% | 20.22% |
| max drawdown | -28.86% | -28.86% | -37.23% |
| downside deviation | 14.05% | 11.79% | 14.62% |
| Sharpe ratio | 0.57 | 0.71 | 0.59 |
| Sortino ratio | 0.85 | 1.12 | 0.81 |
| Calmar ratio | 0.59 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Mid Cap Fund
Overall ★★★★☆ (3y ★★★☆☆ · 5y ★★★★★ · 10y ★★★☆☆) · as of 2026-10 · 152 months of history
| percentile rank (1 = best) | 3 years of 29 funds | 5 years of 22 funds | 10 years of 17 funds |
|---|---|---|---|
| return | 29th | 1st | 38th |
| volatility | 100th | 100th | 100th |
| Sharpe | 50th | 5th | 38th |
| Sortino | 50th | 5th | 57th |
| worst fall | 100th | 100th | 63rd |
| risk-adjusted return (MRAR) | 54th | 1st | 50th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.