ReviewPlan n/a · Option n/a
Motilal Oswal Midcap Fund
Motilal Oswal Mutual FundEquity Scheme - Mid Cap Fund12.6 years
- NAV
- 48.1259
- 15 Sept 2026
- 1Y
- -8.7%
- Trailing CAGR
- AUM
- ₹47.89 Cr
- 30 Jun 2026
- Volatility
- High
- 19.4% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-8.7%
- 3Y+10.0%
- 5Y+12.9%
- 10Y+8.6%
- SI+13.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+2.9%
- 3Y+1.6%
- 5Y+9.7%
- 10Y+11.4%
- Since inception
- +13.3%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- -16.0%
- 2354 daily-ending windows
- Median rolling 3Y
- +12.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +91%
- 1861 daily-ending windows
- SIP 3Y XIRR
- +1.6%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 18 days
- 97 recovered episodes
- Longest recovery
- 540 days
- Trough to prior peak
- Current spell
- 638 days
- Days below latest peak
- Time below peak
- +91%
- NAV observations
5 Jan 2018 – 14 Sept 2021
Trough 23 Mar 2020 · recovered in 540 days
-48.9%
16 Dec 2024 – open
Trough 31 Mar 2026 · not recovered
-37.9%
19 Aug 2015 – 30 Aug 2016
Trough 25 Feb 2016 · recovered in 187 days
-22.6%
12 Jan 2022 – 8 Sept 2022
Trough 17 Jun 2022 · recovered in 83 days
-21.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
50
Vs category
n/a
Consistency
n/a
Risk-adjusted
49
Drawdown
0
Mean
33
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +4.9%
- 3Y
- +13.8%
- Vol
- 16.1%
- Max DD
- -45.1%
- Sharpe
- 0.70
- 3Y win
- +24%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Axis Midcap Fund
Axis Mutual Fund
- 1Y
- +5.0%
- 3Y
- +15.5%
- Vol
- 14.9%
- Max DD
- -29.4%
- Sharpe
- 0.88
- 3Y win
- +41%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Baroda BNP Paribas Mid Cap Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +8.9%
- 3Y
- +16.1%
- Vol
- 14.4%
- Max DD
- -18.6%
- Sharpe
- 0.86
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
DSP Midcap Fund
DSP Mutual Fund
- 1Y
- +1.8%
- 3Y
- +13.1%
- Vol
- 16.1%
- Max DD
- -32.7%
- Sharpe
- 0.73
- 3Y win
- +50%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Edelweiss Mid Cap Fund
Edelweiss Mutual Fund
- 1Y
- +8.5%
- 3Y
- +20.3%
- Vol
- 17.1%
- Max DD
- -39.2%
- Sharpe
- 0.88
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher trailing returns