59
Mid CapHold
Motilal Oswal Midcap
Motilal Oswal · Direct–Growth · rank #12 of 34 by Smart Score
Data updated
Trailing returns
1 Year
0.4%
-9.3% vs index
3 Years
19.0%
+2.6% vs index
5 Years
22.3%
+5.5% vs index
Since launch
21.9%
Year-by-year performance
2021
+43.2%-3.7% vs index
2022
+3.2%-0.4% vs index
2023
+40.0%-4.3% vs index
2024
+48.0%+23.9% vs index
2025
-3.1%-8.9% vs index
2026
+12.7%+8.5% vs index
Why this score
Motilal Oswal Midcap scores 59/100 — #12 of 34 Mid Cap fund (Hold). It stands out for 5y return and fund size — beating 98% of peers on 5y return. The main drag is its volatility (better than only 2% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
5Y return22.26% · 98th percentile in category
Volatility20.36 · 2nd percentile in category
Fund size40036.07 Cr · 90th percentile in category
3Y return19.04% · 65th percentile in category
Sortino ratio1.21 · 82nd percentile in category
1Y return0.40% · 2nd percentile in category
Top holdings
1.Kalyan Jewellers India Ltd8.87%
2.One 97 Communications Ltd8.08%
3.Zomato Ltd6.37%
4.Coforge Ltd5.58%
5.Aditya Birla Capital Ltd5.2%
30 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.