ReviewPlan n/a · Option n/aPrefer peers first
Motilal Oswal Midcap Fund
Motilal Oswal Mutual FundEquity Scheme - Mid Cap Fund12.7 years
- NAV
- 45.4527
- 30 Oct 2026
- 1Y
- -14.1%
- Trailing CAGR
- AUM
- ₹47.89 Cr
- 30 Jun 2026
- Volatility
- High
- 19.4% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 30 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Maximum drawdown exceeded 35%.
Prefer peers if · Prefer Aditya Birla Sun Life Midcap Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
12.7 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Watch
Peak-to-trough -48.9%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 49%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
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-14.1%
- 3Y+9.3%
- 5Y+10.7%
- 10Y+7.4%
- SI+12.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-2.4%
- 3Y-2.2%
- 5Y+7.2%
- 10Y+10.3%
- Since inception
- +12.7%
- 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
- SIP 3Y XIRR
- -2.2%
- Simulated monthly SIP
- Worst rolling 3Y
- -16.0%
- 2385 daily-ending windows
- Median rolling 3Y
- +12.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +91%
- 1892 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -48.9%
- Worst peak-to-trough
- Current
- -25.6%
- Below last peak
- Current spell
- 683 days
- Days below latest peak
- Time below peak
- +91%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 18 days
- 97 recovered episodes
- Longest recovery
- 540 days
- Trough to prior peak
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
48
Vs category
n/a
Consistency
n/a
Risk-adjusted
46
Drawdown
0
Mean
31
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
No holdings or recent changes on file for this scheme yet.
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -2.5%
- 3Y
- +13.3%
- Vol
- 16.2%
- Max DD
- -45.1%
- Sharpe
- 0.63
- 3Y win
- +24%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Axis Midcap Fund
Axis Mutual Fund
- 1Y
- +1.3%
- 3Y
- +16.1%
- Vol
- 14.9%
- Max DD
- -29.4%
- Sharpe
- 0.82
- 3Y win
- +41%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Baroda BNP Paribas Mid Cap Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +0.8%
- 3Y
- +15.3%
- Vol
- 14.5%
- Max DD
- -18.6%
- Sharpe
- 0.70
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
DSP Midcap Fund
DSP Mutual Fund
- 1Y
- -4.4%
- 3Y
- +12.6%
- Vol
- 16.2%
- Max DD
- -32.7%
- Sharpe
- 0.66
- 3Y win
- +49%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Edelweiss Mid Cap Fund
Edelweiss Mutual Fund
- 1Y
- -2.0%
- 3Y
- +19.0%
- Vol
- 17.1%
- Max DD
- -39.2%
- Sharpe
- 0.78
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher trailing returns