Motilal Oswal Mid Cap Fund Direct Growth

Scheme code: INF247L01445 NAV value: ₹ 109.3362 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 40.33 82.41 61.95 46.76
3 year 31.36 43.15 37.12 24.94
5 year 25.54 37.58 32.05 27.21
7 year 18.86 24.90 22.22 19.09
10 year 20.66 24.56 22.93 19.79

Comparison vs benchmark returns

Index Metrics
NIFTY MIDCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.29 70.78 45.74 61.95
3 year 17.23 32.24 25.94 37.12
5 year 20.64 32.41 26.7 32.05
7 year 14.08 20.56 18.09 22.22
10 year 14.89 21.02 17.75 22.93
NIFTY MIDCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.1 68.66 47.21 61.95
3 year 17.16 31.71 25.61 37.12
5 year 20.26 31.67 26.2 32.05
7 year 13.13 19.18 16.67 22.22
10 year 14.57 20.81 17.86 22.93
NIFTY MIDCAP 150
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.34 65.66 45.64 61.95
3 year 16.36 30.89 24.93 37.12
5 year 21.11 31.93 26.72 32.05
7 year 14.28 20.7 18.26 22.22
10 year 15.84 22.38 19.39 22.93
NIFTY MIDCAP150 MOMENTUM 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.55 84.98 58.48 61.95
3 year 17.94 42.14 30.5 37.12
5 year 28.43 40.36 34.39 32.05
7 year 18.07 26.48 23.71 22.22
10 year 20.42 28.64 25.75 22.93
NIFTY MIDCAP150 QUALITY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.56 47.48 31.63 61.95
3 year 6.62 17.63 13.26 37.12
5 year 13.89 23.2 18.63 32.05
7 year 10.19 16.77 14.29 22.22
10 year 12.77 19.08 16.34 22.93

Rolling return for 1 year

Average return: 61.95%
Min Max Min-Max Max-Min Standard Deviation Mean From To
59.99 51.54 59.99 51.54 4.23 55.76 01-2024 01-2025
63.04 61.52 71 54 6.04 62.39 12-2023 12-2024
65.9 61.82 77.5 51.24 9.4 64.11 11-2023 11-2024
71.19 74.46 82.41 63.73 6.71 72.95 10-2023 10-2024
66.78 67.91 75.81 59.29 5.86 67.45 09-2023 09-2024
65.51 64.99 75.74 55.38 7.2 65.4 08-2023 08-2024
67.6 71.21 76.09 62.95 4.82 69.46 07-2023 07-2024
46.37 65.68 72.8 40.33 13.36 56.3 06-2023 06-2024
58.15 55.62 68.83 45.77 8.2 57.09 05-2023 05-2024
65.25 63.17 71.52 57.21 5.11 64.29 04-2023 04-2024
56.37 56.92 65.99 47.82 6.43 56.77 03-2023 03-2024
49.02 53.7 58.67 44.36 5.32 51.44 02-2023 02-2024

Rolling return for 3 year

Average return: 37.12%
Min Max Min-Max Max-Min Standard Deviation Mean From To
37.62 34.57 37.62 34.57 1.52 36.1 01-2022 01-2025
37.83 37.26 40.03 35.1 1.75 37.56 12-2021 12-2024
34.44 34.39 37.5 31.4 2.16 34.43 11-2021 11-2024
36.33 35.91 39.24 33.07 2.19 36.14 10-2021 10-2024
39.04 38.6 41.5 36.18 1.89 38.83 09-2021 09-2024
38.67 38.87 41.47 36.12 1.89 38.78 08-2021 08-2024
40.81 40.3 43.15 38.01 1.83 40.57 07-2021 07-2024
34.83 40 42.5 32.46 3.99 37.45 06-2021 06-2024
37.17 37.53 40.19 34.57 1.99 37.36 05-2021 05-2024
38.51 37.49 40.23 35.79 1.61 38 04-2021 04-2024
35.01 34 37.72 31.36 2.28 34.52 03-2021 03-2024
36.3 35.08 39.18 32.29 2.47 35.71 02-2021 02-2024

Rolling return for 5 year

Average return: 32.05%
Min Max Min-Max Max-Min Standard Deviation Mean From To
35.35 33.17 35.35 33.17 1.09 34.26 01-2020 01-2025
34.64 35.24 35.93 33.95 0.73 34.94 12-2019 12-2024
33.11 33.97 34.92 32.18 1.02 33.54 11-2019 11-2024
34.41 34.56 36.13 32.86 1.16 34.49 10-2019 10-2024
36.14 34.08 37.58 32.67 1.88 35.12 09-2019 09-2024
35.12 35.37 36.75 33.76 1.06 35.25 08-2019 08-2024
34.79 33.5 36.13 32.19 1.47 34.15 07-2019 07-2024
28.42 31.93 32.75 27.63 2.19 30.18 06-2019 06-2024
29.02 29.36 30.71 27.68 1.08 29.19 05-2019 05-2024
27.7 28.2 28.65 27.25 0.53 27.95 04-2019 04-2024
27.4 27.04 28.94 25.54 1.21 27.23 03-2019 03-2024
28.18 28.47 29.8 26.87 1.04 28.33 02-2019 02-2024

Rolling return for 7 year

Average return: 22.22%
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.8 23.36 24.8 23.36 0.72 24.08 01-2018 01-2025
24.03 23.77 24.88 22.93 0.7 23.9 12-2017 12-2024
23.4 23.52 24.6 22.33 0.8 23.46 11-2017 11-2024
23.76 24.53 24.89 23.41 0.59 24.15 10-2017 10-2024
23.96 23.81 24.9 22.88 0.72 23.89 09-2017 09-2024
23.24 23.34 24.3 22.29 0.71 23.29 08-2017 08-2024
22.59 23.03 23.46 22.16 0.49 22.81 07-2017 07-2024
19.97 22.31 22.85 19.44 1.46 21.14 06-2017 06-2024
20.32 20.17 21.45 19.06 0.85 20.25 05-2017 05-2024
19.94 19.61 20.58 18.97 0.58 19.77 04-2017 04-2024
19.88 19.87 20.9 18.86 0.72 19.88 03-2017 03-2024
19.74 20.27 20.81 19.2 0.6 20 02-2017 02-2024

Rolling return for 10 year

Average return: 22.93%
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.07 20.99 22.07 20.99 0.54 21.53 01-2015 01-2025
22.42 22.17 23 21.59 0.51 22.3 12-2014 12-2024
22.01 22.09 22.84 21.26 0.56 22.05 11-2014 11-2024
22.92 22.98 23.7 22.2 0.53 22.95 10-2014 10-2024
23 22.98 23.65 22.33 0.47 22.99 09-2014 09-2024
22.96 23.05 23.7 22.31 0.49 23.01 08-2014 08-2024
22.85 22.96 23.45 22.35 0.39 22.9 07-2014 07-2024
22.32 22.68 24.37 20.66 1.32 22.51 06-2014 06-2024
23.75 22.91 24.56 22.11 0.92 23.33 05-2014 05-2024
23.99 24.12 24.45 23.65 0.29 24.05 04-2014 04-2024
23.62 23.62 24.36 22.88 0.52 23.62 03-2014 03-2024
23.51 24.21 24.28 23.43 0.39 23.86 02-2014 02-2024