Motilal Oswal Midcap Fund Direct-Growth
Benchmark: NIFTY Midcap 150 TRI · Inception: 03/02/2014 · NAV: ₹105.99 (22/05/2026)
AUM: ₹35735 Cr · Expense Ratio: 0.82% · Riskometer: Very High
2.8
★★½☆☆
Avoid / Switch
Analyst Insight
Motilal Oswal Midcap Fund carries an overall rating of 2.8/5 (Avoid / Switch), lagging category peers within the Mid Cap category. Its alpha of 0.84 underperformss the category average of 6.54, suggesting room for improvement in active management. The Sharpe ratio of 0.79 sits below the category mean of 8.07, while volatility (std dev 20.73%) is higher than peers (15.88%), indicating relatively higher volatility. With a 5-year CAGR of 23.39% and expense ratio of 0.82%, investors may find stronger risk-adjusted alternatives in this category.
ETM Rating
3/5
Risk Rating
5/5
Return Rating
4/5
Overall Rating
2.8/5
Alpha vs Cat
0.84 / 6.54
Sharpe vs Cat
0.79 / 8.07
Beta vs Cat
0.97 / 0.93
Std Dev vs Cat
20.73 / 15.88
Return Track Record
| Period | CAGR |
|---|---|
| 1Y | -5.99% |
| 3Y | 20.65% |
| 5Y | 23.39% |
| 10Y | 17.90% |
| Since Launch | 21.26% |
Risk & Return Scores
Sharpe Score2/5
Sortino Score2/5
SD Score1/5
ETM Risk Score2/5
ETM Return Score3/5
Portfolio Allocation
Large Cap 25.0% Mid Cap 75.0%
Strengths
- No notable strengths identified
Watch Points
- ⚠️ Alpha 0.84 below category avg 6.54
- ⚠️ Higher volatility 20.73% vs peers 15.88%
- ⚠️ Negative 1Y return (-5.99%) — recent underperformance