Motilal Oswal Mid Cap Fund
Direct · Growth ₹101.75
11 Jun 2026
NAV
20.6%
3Y CAGR
19.5%
5Y CAGR
20.3%
10Y CAGR
20.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.25
Sharpe
-37.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.94 L | 23.1% | -50.6% | 100.4% |
| 3 Years | ₹36.00 L | ₹48.42 L | 20.8% | -19.6% | 51.9% |
| 5 Years | ₹60.00 L | ₹1.04 Cr | 20.8% | -8.5% | 44.8% |
| 7 Years | ₹84.00 L | ₹1.79 Cr | 22.9% | 10.8% | 35.5% |
| 10 Years | ₹1.20 Cr | ₹4.03 Cr | 23.2% | 17.6% | 27.3% |
| 12 Years | ₹1.44 Cr | ₹4.77 Cr | 18.9% | 17.1% | 21.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY MIDCAP 150 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 23.1% | 22.1% | 21.9% | +1.0% |
| 3 Years | 20.8% | 17.4% | 20.0% | +3.4% |
| 5 Years | 20.8% | 16.5% | 19.3% | +4.3% |
| 7 Years | 22.9% | 16.7% | 19.1% | +6.2% |
| 10 Years | 23.2% | 16.6% | 19.3% | +6.6% |
| 12 Years | 18.9% | 16.3% | 18.8% | +2.6% |