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MF_127042

Motilal Oswal Midcap Fund-Direct Plan-Growth Option

Equity Scheme - Mid Cap Fund

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End Amount
₹111,276.96
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
20.92%
MF_127042 Return
Benchmark CAGR
12.26%
Nifty 50
Inflation Adj. CAGR
15.48%
Real Annualized Return
Alpha
0.09
Excess Return vs Benchmark
Beta
0.93
Volatility vs Benchmark
Sharpe Ratio
0.79
Risk-Adjusted Return
Sortino Ratio
1.16
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 58% 57% 33%
60 days 62% 39% 21%
90 days 65% 31% 17%
180 days 63% 24% 11%
1Yr 66% 18% 8%
3Yr 67% 13% 5%
5Yr 73% 9% 2%
7Yr 100% 6% 0%
10Yr 100% 7% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Motilal Oswal Midcap Fund-Direct Plan-Growth Option Nifty 50
30 days -27.0% | -75.3% | 31.7% | 278.3% 26.6% | -61.8% | 14.8% | 179.3%
60 days -46.3% | -63.5% | 31.1% | 162.3% -23.0% | -46.2% | 17.3% | 120.0%
90 days -19.6% | -56.3% | 26.4% | 133.3% -25.0% | -38.7% | 15.5% | 103.0%
1 Year -7.8% | -13.7% | 15.7% | 76.4% -10.0% | -15.6% | 11.2% | 56.6%
3 Years 16.9% | -4.4% | 21.9% | 40.3% 7.7% | 2.7% | 13.6% | 24.3%
5 Years 18.2% | 2.3% | 17.2% | 38.2% 6.4% | 3.9% | 13.6% | 21.8%
7 Years 21.8% | 12.9% | 19.5% | 25.2% 11.2% | 11.1% | 13.7% | 15.8%
10 Years 16.2% | 16.8% | 19.1% | 24.0% 11.7% | 11.3% | 13.2% | 14.8%
Periods of Negative Return (Drawdowns) 16 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
April 10, 2015 July 3, 2015 84 days 12% Nifty 50: 9% 20868 18305 20902
Aug. 19, 2015 July 22, 2016 338 days 18% Nifty 50: 18% 22210 18212 22501
Oct. 4, 2016 March 25, 2017 172 days 15% Nifty 50: 10% 24960 21166 24961
May 16, 2017 Sept. 7, 2017 114 days 7% Nifty 50: 2% 26856 24946 26911
Sept. 19, 2017 Nov. 21, 2017 63 days 6% Nifty 50: 4% 27553 25906 27562
Jan. 5, 2018 Aug. 25, 2018 232 days 13% Nifty 50: 5% 29527 25577 29622
Aug. 29, 2018 Jan. 16, 2020 505 days 21% Nifty 50: 14% 29649 23286 29863
Feb. 20, 2020 Dec. 16, 2020 300 days 37% Nifty 50: 37% 31221 19597 31235
March 10, 2021 May 26, 2021 77 days 9% Nifty 50: 6% 37162 33996 37171
Oct. 18, 2021 Nov. 4, 2021 17 days 6% Nifty 50: 4% 49649 46577 50453
Nov. 15, 2021 Jan. 1, 2022 47 days 7% Nifty 50: 8% 50793 47422 51200
Jan. 12, 2022 Aug. 4, 2022 204 days 16% Nifty 50: 15% 52682 44273 52850
Sept. 22, 2022 May 16, 2023 236 days 9% Nifty 50: 5% 59235 53866 59309
Sept. 11, 2023 Nov. 14, 2023 64 days 7% Nifty 50: 6% 73164 68335 73594
Oct. 15, 2024 Dec. 3, 2024 49 days 8% Nifty 50: 7% 124647 115225 128757
Dec. 16, 2024 Oct. 30, 2026 683 days 29% Nifty 50: 10% 130476 92823 111277