Previously Known As : Motilal Oswal Midcap 30 Fund (Mof30)
Motilal Oswal Midcap Fund Datagrid
Category Mid Cap Fund
BMSMONEY Rank 24
Rating
Growth Option 30-04-2026
NAV ₹90.98(R) -0.92% ₹104.87(D) -0.92%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -3.85% 20.94% 22.83% 20.14% 16.47%
Direct -3.04% 22.15% 24.14% 21.47% 17.82%
Nifty Midcap 150 TRI 11.4% 23.32% 20.07% 20.52% 18.52%
SIP (XIRR) Regular -11.36% 6.3% 15.92% 20.8% 17.95%
Direct -10.65% 7.37% 17.18% 22.17% 19.23%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.59 0.28 0.47 -1.77% -0.42
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
19.76% -28.28% -28.3% 0.97 15.14%
Fund AUM As on: 30/12/2025 37352 Cr
Top Mid Cap Fund
Fund Name Rank Rating
Icici Prudential Midcap Fund 1
Whiteoak Capital Mid Cap Fund 2
HDFC Mid Cap Fund 3
Nippon India Growth Mid Cap Fund 4
HSBC Mid Cap Fund 5
Edelweiss Mid Cap Fund 6

NAV Date: 30-04-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Midcap Fund-Regular - IDCW Payout/Reinvestment 41.11
-0.3800
-0.9200%
Motilal Oswal Midcap Fund-Direct - IDCW Payout/Reinvestment 42.77
-0.4000
-0.9200%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 90.98
-0.8400
-0.9200%
Motilal Oswal Midcap Fund-Direct Plan-Growth Option 104.87
-0.9700
-0.9200%

Review Date: 30-04-2026

Beginning of Analysis

In the Mid Cap Fund category, Motilal Oswal Midcap Fund is the 15th ranked fund. The category has total 24 funds. The 3 star rating shows an average past performance of the Motilal Oswal Midcap Fund in Mid Cap Fund. The fund has a Jensen Alpha of -1.77% which is lower than the category average of -1.13%, reflecting poor performance. The fund has a Sharpe Ratio of 0.59 which is lower than the category average of 0.7.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Mid Cap Mutual Funds are ideal for aggressive investors seeking higher returns by investing in mid-cap companies with significant growth potential. These funds invest primarily in companies ranked 101st to 250th by market capitalization, offering a portfolio of high-growth stocks. While they provide the potential for significant capital appreciation, they also carry higher risks due to the volatility of mid-cap stocks. Investors should have a long-term investment horizon and a high risk tolerance to invest in these funds. Additionally, the success of these funds depends on the fund manager's ability to identify and manage high-growth mid-cap stocks effectively.

Motilal Oswal Midcap Fund Return Analysis

The Motilal Oswal Midcap Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Mid Cap Fund peers and the Nifty Midcap 150 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Mid Cap Fund category and its ability to outperform or underperform the benchmark and category averages.

  • The fund has given a return of 12.81%, -0.95 and -13.19 in last one, three and six months respectively. In the same period the category average return was 12.65%, 3.18% and -1.34% respectively.
  • Motilal Oswal Midcap Fund has given a return of -3.04% in last one year. In the same period the Nifty Midcap 150 TRI return was 11.4%. The fund has given 14.44% less return than the benchmark return.
  • The fund has given a return of 22.15% in last three years and rank 15th out of twenty seven funds in the category. In the same period the Nifty Midcap 150 TRI return was 23.32%. The fund has given 1.17% less return than the benchmark return.
  • Motilal Oswal Midcap Fund has given a return of 24.14% in last five years and category average returns is 19.37% in same period. The fund ranked 1st out of twenty two funds in the category. In the same period the Nifty Midcap 150 TRI return was 20.07%. The fund has given 4.07% more return than the benchmark return.
  • The fund has given a return of 17.82% in last ten years and ranked 8th out of seventeen funds in the category. In the same period the Nifty Midcap 150 TRI return was 18.52%. The fund has given 0.7% less return than the benchmark return.
  • The fund has given a SIP return of -10.65% in last one year whereas category average SIP return is 6.59%. The fund one year return rank in the category is 28th in 28 funds
  • The fund has SIP return of 7.37% in last three years and ranks 24th in 26 funds. Icici Prudential Midcap Fund has given the highest SIP return (19.93%) in the category in last three years.
  • The fund has SIP return of 17.18% in last five years whereas category average SIP return is 16.71%.

Motilal Oswal Midcap Fund Risk Analysis

  • The fund has a standard deviation of 19.76 and semi deviation of 15.14. The category average standard deviation is 16.88 and semi deviation is 13.02.
  • The fund has a Value at Risk (VaR) of -28.28 and a maximum drawdown of -28.3. The category average VaR is -28.11 and the maximum drawdown is -20.75. The fund has a beta of 0.91 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Mid Cap Fund Category
  • Good Performance in Mid Cap Fund Category
  • Poor Performance in Mid Cap Fund Category
  • Very Poor Performance in Mid Cap Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Nifty Midcap 150 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 12.74 13.24
    12.55
    		9.13 | 16.79 13 | 30 Good
    3M Return % -1.14 2.52
    2.91
    		-1.83 | 10.38 29 | 30 Poor
    6M Return % -13.54 -0.44
    -1.86
    		-13.54 | 6.06 30 | 30 Poor
    1Y Return % -3.85 11.40
    10.28
    		-3.85 | 24.33 29 | 29 Poor
    3Y Return % 20.94 23.32
    21.35
    		13.63 | 26.94 14 | 27 Good
    5Y Return % 22.83 20.07
    18.06
    		13.07 | 22.83 1 | 22 Very Good
    7Y Return % 20.14 20.52
    18.73
    		15.28 | 21.69 6 | 19 Good
    10Y Return % 16.47 18.52
    16.15
    		14.00 | 19.00 8 | 17 Good
    1Y SIP Return % -11.36
    5.22
    		-11.36 | 19.74 29 | 29 Poor
    3Y SIP Return % 6.30
    11.38
    		3.07 | 18.94 24 | 27 Poor
    5Y SIP Return % 15.92
    15.17
    		9.32 | 19.73 10 | 22 Good
    7Y SIP Return % 20.80
    19.04
    		14.00 | 22.63 7 | 19 Good
    10Y SIP Return % 17.95
    16.56
    		13.38 | 19.69 7 | 17 Good
    Standard Deviation 19.76
    16.88
    		14.67 | 19.76 27 | 27 Poor
    Semi Deviation 15.14
    13.02
    		11.58 | 15.14 27 | 27 Poor
    Max Drawdown % -28.30
    -20.75
    		-28.30 | -16.42 27 | 27 Poor
    VaR 1 Y % -28.28
    -28.11
    		-34.33 | -21.82 15 | 27 Average
    Average Drawdown % -11.18
    -9.33
    		-14.16 | -5.86 22 | 27 Poor
    Sharpe Ratio 0.59
    0.70
    		0.27 | 0.97 22 | 27 Poor
    Sterling Ratio 0.47
    0.60
    		0.35 | 0.84 23 | 27 Poor
    Sortino Ratio 0.28
    0.32
    		0.14 | 0.45 21 | 27 Average
    Jensen Alpha % -1.77
    -1.13
    		-8.04 | 3.61 16 | 26 Average
    Treynor Ratio -0.42
    -0.44
    		-0.55 | -0.39 8 | 26 Good
    Modigliani Square Measure % 16.60
    18.43
    		10.74 | 23.60 21 | 26 Average
    Alpha % -2.52
    -2.65
    		-10.68 | 3.28 12 | 26 Good
    Return data last Updated On : April 30, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

    Rotate the phone! Best viewed in landscape mode on mobile.
    KPIs* Fund Nifty Midcap 150 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 12.81 13.24 12.65 9.18 | 16.89 13 | 30 Good
    3M Return % -0.95 2.52 3.18 -1.68 | 10.66 29 | 30 Poor
    6M Return % -13.19 -0.44 -1.34 -13.19 | 6.49 30 | 30 Poor
    1Y Return % -3.04 11.40 11.48 -3.04 | 25.35 29 | 29 Poor
    3Y Return % 22.15 23.32 22.71 14.90 | 28.30 15 | 27 Average
    5Y Return % 24.14 20.07 19.37 13.50 | 24.14 1 | 22 Very Good
    7Y Return % 21.47 20.52 20.00 15.73 | 23.48 7 | 19 Good
    10Y Return % 17.82 18.52 17.31 15.02 | 19.99 8 | 17 Good
    1Y SIP Return % -10.65 6.59 -10.65 | 20.71 28 | 28 Poor
    3Y SIP Return % 7.37 12.84 3.53 | 19.93 24 | 26 Poor
    5Y SIP Return % 17.18 16.71 10.03 | 20.84 10 | 21 Good
    7Y SIP Return % 22.17 20.44 14.47 | 24.14 7 | 18 Good
    10Y SIP Return % 19.23 17.73 13.83 | 20.64 7 | 16 Good
    Standard Deviation 19.76 16.88 14.67 | 19.76 27 | 27 Poor
    Semi Deviation 15.14 13.02 11.58 | 15.14 27 | 27 Poor
    Max Drawdown % -28.30 -20.75 -28.30 | -16.42 27 | 27 Poor
    VaR 1 Y % -28.28 -28.11 -34.33 | -21.82 15 | 27 Average
    Average Drawdown % -11.18 -9.33 -14.16 | -5.86 22 | 27 Poor
    Sharpe Ratio 0.59 0.70 0.27 | 0.97 22 | 27 Poor
    Sterling Ratio 0.47 0.60 0.35 | 0.84 23 | 27 Poor
    Sortino Ratio 0.28 0.32 0.14 | 0.45 21 | 27 Average
    Jensen Alpha % -1.77 -1.13 -8.04 | 3.61 16 | 26 Average
    Treynor Ratio -0.42 -0.44 -0.55 | -0.39 8 | 26 Good
    Modigliani Square Measure % 16.60 18.43 10.74 | 23.60 21 | 26 Average
    Alpha % -2.52 -2.65 -10.68 | 3.28 12 | 26 Good
    Return data last Updated On : April 30, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Motilal Oswal Midcap Fund NAV Regular Growth Motilal Oswal Midcap Fund NAV Direct Growth
    30-04-2026 90.9757 104.8667
    29-04-2026 91.8192 105.8367
    28-04-2026 91.6035 105.5858
    27-04-2026 91.4272 105.3803
    24-04-2026 90.9097 104.777
    23-04-2026 92.3636 106.4504
    22-04-2026 92.8919 107.0569
    21-04-2026 93.2325 107.4471
    20-04-2026 92.4307 106.5208
    17-04-2026 92.7609 106.8944
    16-04-2026 92.3176 106.3813
    15-04-2026 91.9524 105.9581
    13-04-2026 89.8596 103.5421
    10-04-2026 90.4721 104.241
    09-04-2026 89.6761 103.3217
    08-04-2026 89.6494 103.2887
    07-04-2026 85.4047 98.3961
    06-04-2026 85.1286 98.0759
    02-04-2026 83.2587 95.9132
    01-04-2026 83.0014 95.6147
    30-03-2026 80.698 92.9573

    Fund Launch Date: 03/Feb/2014
    Fund Category: Mid Cap Fund
    Investment Objective: The investment objective of the Scheme is toachieve long term capital appreciation byinvesting in a maximum of 30 quality mid-capcompanies having long-term competitiveadvantages and potential for growth.However, there can be no assurance orguarantee that the investment objective ofthe Scheme would be achieved.
    Fund Description: Mid Cap Fund - An open ended equity scheme predominantly investing in mid caps
    Fund Benchmark: Nifty Midcap 100 Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.