Motilal Oswal Mid Cap Fund Direct Growth

Scheme code: INF247L01445 NAV value: ₹ 109.7057 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	11.13	82.41	51.32	35.89
3 year	17.84	45.31	33.27	26.04
5 year	-0.12	40.26	18.65	18.23
7 year	11.50	25.00	18.05	17.11
10 year	17.21	24.56	21.93	19.58

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.06	65.35	25.07	51.32
3 year	13.34	45.45	27.47	33.27
5 year	3.18	39.21	17.86	18.65
7 year	4.3	21.04	14.42	18.05
10 year	0.52	21.2	10.97	21.93
12 year	0.21	20.47	10.76
15 year	4.97	19.36	10.49

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	65.59	26.59	51.32
3 year	13.5	42.73	26.78	33.27
5 year	1.21	37.55	16.39	18.65
7 year	4.52	19.53	13.88	18.05
10 year	3.36	21.04	13.41	21.93
12 year	3.48	19.67	13.22
15 year	7.73	20.72	13.16

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	63.69	25.62	51.32
3 year	13.61	42.26	26.51	33.27
5 year	4.41	36.78	18.13	18.65
7 year	7.26	20.87	16.07	18.05
10 year	5.58	22.47	14.68	21.93
12 year	4.77	21.65	14.06
15 year	7.99	22.29	13.65

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-13.86	82.79	30.06	51.32
3 year	14.52	45.86	31.98	33.27
5 year	8.43	40.38	23.55	18.65
7 year	14.14	28.21	22.07	18.05
10 year	14.44	28.8	21.85	21.93
12 year	10.67	28.77	21.57
15 year	14.1	29.21	20.92

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	48.04	19.94	51.32
3 year	4.76	30.51	15.96	33.27
5 year	6.69	25.56	15.08	18.65
7 year	8.9	21.06	15.74	18.05
10 year	9.82	25.87	16.9	21.93
12 year	11.27	24.54	16.79
15 year	12.8	22.2	16.52

Rolling return for 1 year

- Average return: 51.32% - Median return: 60.41% - Average standard deviation: 7.55

Rolling return for 3 year

- Average return: 33.27% - Median return: 35.04% - Average standard deviation: 2.37

Rolling return for 5 year

- Average return: 18.65% - Median return: 16.1% - Average standard deviation: 1.2

Rolling return for 7 year

- Average return: 18.05% - Median return: 17.22% - Average standard deviation: 0.8

Rolling return for 10 year

- Average return: 21.93% - Median return: 22.76% - Average standard deviation: 0.64

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	14,25,737	2,25,737	18.82
3 year	36,00,000	58,11,720	22,11,720	17.31
5 year	60,00,000	1,09,82,904	49,82,904	12.85
7 year	84,00,000	1,86,78,519	1,02,78,519	12.09
10 year	1,20,00,000	4,28,86,517	3,08,86,517	13.58

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	7.22	18.82
3 year	13.59	17.31
5 year	11.3	12.85
7 year	8.65	12.09
10 year	7.39	13.58

NIFTY MIDCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	7.65	18.82
3 year	13.24	17.31
5 year	10.8	12.85
7 year	8.13	12.09
10 year	7.91	13.58

NIFTY MIDCAP 150

Duration	Average return (%)	Fund's return (%)
1 year	7.28	18.82
3 year	12.91	17.31
5 year	11.21	12.85
7 year	9.03	12.09
10 year	8.85	13.58

NIFTY MIDCAP150 MOMENTUM 50

Duration	Average return (%)	Fund's return (%)
1 year	7.29	18.82
3 year	15.24	17.31
5 year	14.25	12.85
7 year	12.09	12.09
10 year	12.96	13.58

NIFTY MIDCAP150 QUALITY 50

Duration	Average return (%)	Fund's return (%)
1 year	6.09	18.82
3 year	7.31	17.31
5 year	8.18	12.85
7 year	7.92	12.09
10 year	9.34	13.58

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹14,25,737 - Absolute Returns: ₹2,25,737 - CAGR: 18.82%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹58,11,720 - Absolute Returns: ₹22,11,720 - CAGR: 17.31%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,09,82,904 - Absolute Returns: ₹49,82,904 - CAGR: 12.85%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,86,78,519 - Absolute Returns: ₹1,02,78,519 - CAGR: 12.09%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹4,28,86,517 - Absolute Returns: ₹3,08,86,517 - CAGR: 13.58%