68
Mid CapBuy
Motilal Oswal Midcap
Motilal Oswal · Direct–Growth · rank #7 of 34 by Smart Score
Data updated
Trailing returns
1 Year
-4.7%
-4.4% vs index
3 Years
17.1%
+3.9% vs index
5 Years
18.6%
+5.7% vs index
Since launch
21.3%
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
+8.3%+10.4% vs index
Why this score
Motilal Oswal Midcap scores 68/100 — #7 of 34 Mid Cap fund (Buy). It stands out for 5y return and 3y return — 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 return18.64% · 98th percentile in category
3Y return17.11% · 78th percentile in category
Volatility21.22 · 2nd percentile in category
Fund size40207.50 Cr · 90th percentile in category
Sortino ratio0.96 · 85th percentile in category
1Y return-4.70% · 2nd percentile in category
Top holdings
1.One 97 Communications Ltd8.64%
2.Kalyan Jewellers India Ltd7.98%
3.Zomato Ltd6.72%
4.Coforge Ltd5.43%
5.Aditya Birla Capital Ltd4.64%
30 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.