Archive · 6 Jan 2026
Motilal Oswal Midcap Fund: Short-Term Laggard, Long-Term Winner
The Motilal Oswal Midcap Fund has had a tough year, with a return of -11.82% over the last year, making it the worst performer in its category.
However, looking at longer periods, the fund has done very well.
Over 3 years, it has returned 28.9% per year, and over 5 years, it has returned 23.8% per year, making it the top performer in its category.
The fund is quite risky and is best suited for investors who can handle ups and downs and are willing to stay invested for a long time.
It has a concentrated portfolio with big bets on a few stocks, which can lead to big gains or losses.
Investors should be cautious and consider their risk tolerance before investing.
Motilal Oswal Midcap Fund had the worst 1-year performance in its category with a -11.82% return.
Over 3 and 5 years, the fund was the top performer in the midcap category with 28.9% and 23.8% CAGR respectively.
The fund outperformed its benchmark (NIFTY Midcap 150 TRI) over 3, 5, and 10 years.
It has a high-risk profile with a concentrated portfolio in a few high-conviction stocks.
The fund is suitable for long-term investors with a high risk tolerance.
- Who
- Motilal Oswal Midcap Fund – Direct Plan – Growth
- What
- Performance analysis over different time periods
- When
- Data as of November 30, 2025
- Where
- India
- Why
- To evaluate the fund's performance and suitability for investors
- Launch Date
- February 24, 2014
- Fund Type
- Open-ended midcap equity fund
- Benchmark
- NIFTY Midcap 150 TRI
- Returns Since Launch
- 22.83% CAGR
- Assets Under Management
- Rs 38,003 crore (as of November 30, 2025)
- Expense Ratio (Direct Plan)
- 0.74%
- Risk Level
- Very High
- Standard Deviation
- 17.89%
- Sharpe Ratio
- 1.06
- Sortino Ratio
- 1.33
- Beta
- 0.93
