FundLens
66
Mid CapBuy

Motilal Oswal Midcap

Motilal Oswal · Direct–Growth · rank #8 of 34 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
-2.0%
-7.0% vs index
3 Years
18.8%
+3.6% vs index
5 Years
21.2%
+5.3% vs index
Since launch
21.9%

Year-by-year performance

last entry = YTD
2021
+43.2%
2022
+3.2%
2023
+40.0%
2024
+48.0%
2025
-3.1%
2026
+12.7%

Why this score

Motilal Oswal Midcap scores 66/100 — #8 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 return21.19% · 98th percentile in category
3Y return18.81% · 75th percentile in category
Volatility20.58 · 2nd percentile in category
Fund size42851.59 Cr · 90th percentile in category
Sortino ratio1.13 · 82nd percentile in category
1Y return-2.02% · 2nd percentile in category

Top holdings

top 5 = 34.6% of portfolio
1.One 97 Communications Ltd9.07%
2.Kalyan Jewellers India Ltd8.13%
3.Zomato Ltd6.46%
4.Coforge Ltd5.79%
5.Kei Industries Ltd5.16%

30 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

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