← Back to Screener 28% 22% 16% 18% 16%
Motilal Oswal Midcap Fund
Motilal Oswal Mid Cap Direct Plan ▲ Outlook: Strengthening
Ranked #1 of 3 in Mid Cap · best in category
57
★★★★★
SmartMoney Score™
Returns (Annualised)
1 Year
22.5%
3 Year
28.1%
5 Year
26.3%
Risk & Cost Metrics
Std Dev (3Y)
17.8%
Sortino
1.65
Max Drawdown
-24.5%
Beta
1.02
Alpha
+8.2%
Expense
0.65%
AUM
₹18,500 Cr
Mgr Tenure
4 yrs
See the full 20-factor breakdown ▸
Performance
3Y Risk-Adjusted Return 78
5Y Risk-Adjusted Return 63
Excess Return vs Benchmark 83
Up-Market Participation 65
Risk & Downside
Volatility (Std Dev) 37
Maximum Drawdown 39
Downside-Adjusted Return (Sortino) 62
Down-Market Protection 55
Cost & Efficiency
Expense Ratio vs Category 57
Jensen's Alpha 79
Information Ratio 74
Alpha per Unit of Market Risk 79
Portfolio Quality
Diversification 51
Quality of Holdings 31
Portfolio Liquidity 30
Size vs Mandate (AUM Fit) 57
Stewardship & Momentum
Manager Tenure 26
Fund-House Pedigree 31
Relative Strength (1Y vs peers) 76
Performance Trajectory 40
Pillar Scores
Performance 72/100
Risk & Downside 48/100
Cost & Efficiency 72/100
Portfolio Quality 42/100
Stewardship & Momentum 43/100
vs Benchmark (3Y)
Fund
28.1%
vs
Benchmark
19.2%
Outperformed by 8.9%
Disclaimer: The SmartMoney Score™ is a proprietary,
rules-based educational rating. Data shown is illustrative and may not reflect real-time
performance. The "Outlook" describes the fund's recent trajectory and is not a
buy/sell recommendation. Past performance does not guarantee future returns. This is not
investment advice — consult a SEBI-registered investment adviser before investing. Mutual fund
investments are subject to market risks; read all scheme-related documents carefully.