Motilal Oswal Mutual Fund · Equity · mandate: ≥65% in mid-caps (101st–250th by market cap) · benchmark: NIFTY Midcap 150 TRI (TRI proxy)
AUM (all plans)
36,069 cr
TER direct / regular
0.95% / 1.70%
Active return /yr (full)
5.9%
Score
74
Rank (Score, pool)
#1 of 38
Percentile (full, pool)
84
IR vs benchmark
0.52
CAGR (absolute)
25.6%
Max drawdown
-32.1%
Months of data
150
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
15.5%
15.3%
2.08
96
5.7%
24.4%
39.9%
12
FY23
8.9%
9.9%
0.98
96
8.5%
2.4%
11.3%
12
FY24
5.3%
11.3%
0.34
90
9.3%
56.9%
62.1%
12
FY25
10.4%
6.7%
0.74
72
14.3%
7.8%
18.2%
12
FY26
-14.0%
-14.1%
-1.65
6
8.9%
1.9%
-12.1%
12
FY27*
10.4%
8.9%
2.18
89
9.4%
20.8%
31.2%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
-0.0
+2.6
-2.6
+1.3
+0.5
+4.7
+4.9
-2.3
-1.3
+1.3
+9.0
2020
+0.7
+2.9
-2.6
-7.2
-1.3
-2.0
+0.1
-0.8
+0.8
+0.4
-3.3
-0.8
-12.7
2021
-0.5
-1.0
-1.3
-1.3
-1.1
-1.0
+2.9
+2.7
+0.8
+2.7
+2.6
+1.7
+7.2
2022
+1.0
+1.7
-0.8
+3.0
-0.6
+2.0
-0.4
-0.7
+6.4
-0.5
-2.3
-1.1
+7.7
2023
+1.6
+2.3
-1.4
-1.0
+3.1
-1.9
-3.8
+1.7
-2.8
+2.9
-0.3
-1.1
-1.0
2024
-1.2
+3.8
+3.8
-1.5
-1.7
+6.9
+0.1
+1.3
+3.8
+2.3
+5.2
+2.8
+28.4
2025
-8.4
+2.8
-3.1
-1.7
-0.9
+0.9
+0.2
+2.9
-4.5
+0.7
-2.1
-3.8
-16.2
2026
-3.4
-5.0
+1.8
-0.4
-1.2
+1.2
+5.0
+4.0
+1.6
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2014
+6.6
+0.4
+14.7
+13.3
-0.3
+3.6
+6.9
+1.8
+6.2
+5.3
+75.1
2015
+6.4
+3.3
+1.7
-4.2
+8.5
+0.2
+5.2
-4.5
+0.3
-1.1
-0.1
+1.6
+17.9
2016
-4.4
-7.7
+6.6
+3.2
+1.3
+5.9
+7.2
+2.6
+1.7
+1.9
-7.2
-3.3
+6.5
2017
+5.4
+3.6
+4.1
+5.8
-3.1
+0.7
+2.4
-1.0
-0.3
+1.5
+5.0
+4.8
+32.6
2018
-7.1
-2.4
-0.8
+5.1
-1.8
-2.2
+5.1
+4.9
-13.3
-2.8
+1.0
+3.9
-11.5
2019
-5.2
+1.4
+8.3
-0.6
-0.2
-0.2
-8.3
+3.7
+8.5
+2.4
+0.6
+1.3
+11.0
2020
+6.0
-2.8
-30.1
+7.3
-3.1
+9.3
+4.5
+7.7
+2.6
+0.6
+11.5
+4.6
+10.7
2021
-0.3
+10.9
+0.6
+0.3
+5.2
+3.8
+6.1
+4.9
+6.8
+2.9
+1.3
+4.5
+57.8
2022
-0.1
-5.0
+3.9
+3.5
-5.8
-3.3
+11.3
+5.4
+4.7
+1.3
-0.4
-2.8
+12.0
2023
-0.8
+0.8
-2.0
+4.2
+8.7
+4.3
+1.8
+5.7
+0.2
-0.9
+9.4
+5.8
+43.3
2024
+3.5
+3.6
+3.4
+4.8
+0.5
+14.8
+5.1
+1.7
+5.6
-4.2
+5.4
+3.9
+58.9
2025
-14.5
-7.7
+4.5
+2.2
+5.5
+5.0
-2.5
+0.1
-3.1
+5.4
-0.5
-4.3
-11.4
2026
-6.9
-3.2
-9.3
+12.8
+1.4
+2.1
+6.7
+5.3
+7.3
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard