Motilal Oswal Midcap Fund Direct-Growth
Benchmark: NIFTY Midcap 150 TRI · Inception: 03/02/2014 · NAV: ₹113.21 (01/10/2026)
AUM: ₹42852 Cr · Expense Ratio: 0.93% · Riskometer: Very High
The fund delivers an Alpha of 4.11 vs. the Category Alpha of 1.77 and a Sharpe ratio of 0.61 vs. the Category Sharpe of 0.49. While it shows better risk-adjusted returns via a Sortino of 0.86, its Std Dev of 21.2 is higher than the Category Std Dev of 15.57.
The fund's Alpha of 4.11 is significantly higher than the Category Alpha of 1.77, and the Sharpe ratio of 0.61 exceeds the Category Sharpe of 0.49. Additionally, the Sortino ratio of 0.86 outperforms the category performance metrics for risk-adjusted returns.
The fund's Std Dev of 21.2 is higher than the Category Std Dev of 15.57, indicating greater volatility than its peers. Furthermore, the Beta of 0.99 is higher than the Category Beta of 0.81, meaning it carries more systematic risk relative to the category average.
The fund exhibits a higher risk profile with a Beta of 0.99 compared to the Category Beta of 0.81 and a Std Dev of 21.2 against the Category Std Dev of 15.57. This makes it suitable for aggressive investors who can tolerate higher volatility for the potential of superior alpha generation.
The fund significantly outperforms its category peers in terms of raw alpha and risk-adjusted return metrics like Sharpe and Sortino. While it is more volatile than the category average, the substantial alpha premium justifies its position for high-risk investors.
Motilal Oswal Midcap Fund carries an overall rating of 3.5/5 (Selective Buy), showing moderate standing within the Mid Cap category. Its alpha of 4.11 outperformss the category average of 1.77, reflecting superior stock selection. The Sharpe ratio of 0.61 sits above the category mean of 0.49, while volatility (std dev 21.20%) is higher than peers (15.57%), indicating relatively higher volatility. With a 5-year CAGR of 19.40% and expense ratio of 0.93%, investors should weigh cost-adjusted returns carefully.
| Period | CAGR |
|---|---|
| 1Y | -2.27% |
| 3Y | 16.99% |
| 5Y | 19.40% |
| 10Y | 16.40% |
| Since Launch | 21.22% |
- ✅ Alpha 4.11 exceeds category avg 1.77 — superior active management
- ✅ Strong Rating 4/5
- ⚠️ Higher volatility 21.20% vs peers 15.57%
- ⚠️ Negative 1Y return (-2.27%) — recent underperformance