Motilal Oswal Midcap Fund - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Mid Cap Fund

Latest (Updated on 30th Sep 2025)

Crisil Rank
(Updated on 30th Jun 2025)

Crisil Rank
(Updated on 31st Mar 2025)

Crisil Rank
(Updated on 31st Dec 2024)

Crisil Rank
(Updated on 30th Sep 2024)

Crisil Rank

Returns (NAV as on 21st November, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	14-Nov-25	9914.20	-0.86%	-	-0.61%	28/32
1 Month	20-Oct-25	9754.30	-2.46%	-	-0.09%	32/32
3 Month	21-Aug-25	9817.90	-1.82%	-	1.35%	30/31
6 Month	21-May-25	10368.00	3.68%	-	6.53%	28/31
YTD	01-Jan-25	9060.20	-9.40%	-	2.18%	30/30
1 Year	21-Nov-24	9824.00	-1.76%	-1.76%	6.88%	30/30
2 Year	21-Nov-23	15560.70	55.61%	24.70%	19.23%	2/30
3 Year	21-Nov-22	20162.00	101.62%	26.30%	21.95%	3/29
5 Year	20-Nov-20	37345.80	273.46%	30.11%	23.60%	1/25
10 Year	20-Nov-15	50905.20	409.05%	17.65%	16.34%	7/21
Since Inception	24-Feb-14	102215.10	922.15%	21.88%	17.84%	8/32

Returns Calculator

SIP Returns (NAV as on 21st November, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	21-Nov-24	12000	12252.12	2.1 %	3.9 %
2 Year	21-Nov-23	24000	26913.04	12.14 %	11.41 %
3 Year	21-Nov-22	36000	49545.65	37.63 %	21.83 %
5 Year	20-Nov-20	60000	113064.77	88.44 %	25.61 %
10 Year	20-Nov-15	120000	375729.34	213.11 %	21.6 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	-1.53%	-2.46%	-1.82%	3.68%	-9.18%	-1.76%	24.70%	26.30%	30.11%
Nifty 50	-0.47%	0.77%	3.92%	5.06%	10.25%	11.64%	15.01%	12.79%	15.16%
Benchmark: Nifty Midcap 150 TRI	-1.13%	0.91%	3.30%	6.81%	5.39%	10.41%	19.83%	24.35%	26.10%
Category Average	-1.18%	-0.09%	1.35%	6.53%	2.18%	6.88%	19.23%	21.95%	23.60%
Category Rank	31/32	32/32	30/31	28/31	30/30	30/30	2/30	3/29	1/25
Best in Category	-0.78%	1.75%	4.20%	14.92%	9.16%	14.56%	28.15%	27.61%	30.11%
Worst in Category	-1.58%	-2.46%	-2.77%	-1.98%	-9.18%	-1.76%	11.56%	13.41%	17.53%

quartely results (NAV as on 21st November, 2025)

Period

This Fund

Nifty 50

Nifty Midcap 150 TRI

Category Average

2025

-9.4%

9.34%

2.67%

Q4 - 2025	2.24%	4.52%	--	2.84%
Q3 - 2025	-5.65%	-3.64%	--	-1.98%
Q2 - 2025	14.56%	10.15%	--	10.96%
Q1 - 2025	-17.90%	-2.43%	--	-2.82%

2024

48.8%

8.75%

27.2%

Q4 - 2024	3.54%	-8.34%	--	-3.95%
Q3 - 2024	11.91%	6.91%	--	7.85%
Q2 - 2024	19.41%	7.48%	--	18.80%
Q1 - 2024	10.84%	3.31%	--	4.92%

2023

41.48%

19.48%

34.82%

Q4 - 2023	14.43%	11.33%	--	11.96%
Q3 - 2023	7.50%	1.07%	--	10.16%
Q2 - 2023	17.90%	10.29%	--	11.17%
Q1 - 2023	-2.30%	-4.60%	--	-3.96%

2022

10.71%

3.24%

1.07%

Q4 - 2022	-2.24%	7.76%	--	0.58%
Q3 - 2022	22.67%	8.52%	--	14.96%
Q2 - 2022	-5.83%	-10.70%	--	-9.49%
Q1 - 2022	-1.68%	-0.91%	--	0.68%

2021

53.4%

23.79%

36.15%

Q4 - 2021	8.55%	-1.02%	--	1.75%
Q3 - 2021	18.66%	12.36%	--	11.01%
Q2 - 2021	7.99%	5.75%	--	13.27%
Q1 - 2021	9.89%	4.80%	--	12.38%

2020

8.8%

14.77%

22.56%

Q4 - 2020	16.16%	22.46%	--	18.66%
Q3 - 2020	15.09%	7.84%	--	15.42%
Q2 - 2020	16.52%	24.82%	--	20.39%
Q1 - 2020	-28.21%	-29.43%	--	-24.80%

2019

9.05%

11.53%

2.24%

Q4 - 2019	5.96%	7.12%	--	4.64%
Q3 - 2019	3.43%	-3.30%	--	-2.55%
Q2 - 2019	-1.46%	1.68%	--	-1.60%
Q1 - 2019	3.54%	6.96%	--	3.31%

2018

-12.21%

4.09%

-12.74%

Q4 - 2018	1.09%	-1.32%	--	3.07%
Q3 - 2018	-4.68%	3.29%	--	-4.04%
Q2 - 2018	0.60%	4.36%	--	-8.25%
Q1 - 2018	-9.93%	-2.14%	--	-7.96%

2017

30.78%

27.58%

40.67%

Q4 - 2017	11.25%	5.84%	--	12.98%
Q3 - 2017	0.86%	2.54%	--	3.35%
Q2 - 2017	2.90%	3.06%	--	4.52%
Q1 - 2017	13.27%	12.16%	--	16.48%

2016

4.33%

2.72%

3.7%

Q4 - 2016	-8.77%	-6.39%	--	-7.27%
Q3 - 2016	10.85%	3.40%	--	8.91%
Q2 - 2016	7.02%	7.45%	--	7.18%
Q1 - 2016	-6.24%	-2.82%	--	-6.94%

2015

15.9%

-4.08%

6.05%

Q4 - 2015	0.08%	-0.06%	--	2.09%
Q3 - 2015	0.51%	-5.96%	--	-0.02%
Q2 - 2015	3.91%	-2.54%	--	0.53%
Q1 - 2015	11.43%	2.50%	--	6.07%

2014

74.68%

31.44%

65.65%

Q4 - 2014	13.42%	4.24%	--	12.07%
Q3 -	--	4.32%	--	--
Q2 - 2014	30.18%	13.25%	--	28.63%
Q1 -	--	6.39%	--	--

Best Quarters

Period	This Fund	Nifty 50	Nifty Midcap 150 TRI	Category Average
Q2 - 2014	30.18%	13.25%	--	28.63%
Q3 - 2022	22.67%	8.52%	--	14.96%
Q3 - 2022	22.44%	8.52%	--	14.96%

Worst Quarters

Period	This Fund	Nifty 50	Nifty Midcap 150 TRI	Category Average
Q1 - 2020	-28.21%	-29.43%	--	-24.8%
Q1 - 2025	-17.90%	-2.43%	--	-2.82%
Q1 - 2020	-28.25%	-29.43%	--	-24.8%