EquityMid Cap FundDirect · Growth
Motilal Oswal Midcap Fund-Direct Plan-Growth Option
Motilal Oswal · Scheme 127042
₹117.36▼ 0.21%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
20.4%
Risk level
High
Min SIP
—
Benchmark
Nifty Midcap 150 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +6.48% |
| 3 Months | +11.52% |
| 6 Months | +7.59% |
| 1 Year | -0.57% |
| 3 Years (CAGR) | +20.40% |
| 5 Years (CAGR) | +23.00% |
| 10 Years (CAGR) | +17.88% |
| Since Launch | +21.88% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns72
Consistency58
Risk-adjusted60
Downside protection54
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +20.4%
- ✓ 5Y CAGR: +23.0%
- ✓ Positive 3Y windows: 95% of rolling 3Y windows positive
- ✓ Alpha vs benchmark: +12.1%
- ✓ Downside capture: 85% of benchmark falls
What to watch
- • 1Y return: -0.6%
- • 1Y return vs category: -11.6% vs category avg
Risk metrics
Sharpe ratio
0.87
Sortino ratio
1.05
Volatility
17.76%
Max drawdown
-37.23%
Downside capture
84.60%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.