Motilal Oswal Midcap Fund
Motilal Oswal Mutual Fund · Open Ended Schemes
NAV · 2026-09-03
₹104.3129
Since 2014
+20.6%
annualised over 12.5 yrs
Worst fall
-37.3%
2020-02-20 → 2020-03-23
History
12 yrs
3,079 NAV points
NAV history
+60.9% over 3Y
Trailing returns
- 1M
- +2.5%
- 6M
- +20.2%
- 1Yp.a.
- -0.1%
- 3Yp.a.
- +18.1%
- 5Yp.a.
- +21.1%
- 10Yp.a.
- +16.2%
Periods of a year or more are annualised (CAGR); shorter periods are absolute.
If you had actually invested
Real NAV historyA monthly SIP priced at this fund's genuine NAV on each purchase date — not a 12% assumption.
₹5,000
5 years
This fund has about 12 years of published history
Invested vs value
Your holding would be worth
₹0
2021-10-01 → 2026-09-03 · 60 instalments
- You would have invested
- ₹3,00,000
- Gain
- ₹1,64,366
- Annualised (money-weighted)
- +17.5%
- Units accumulated
- 4451.667
A backtest describes one path the market already took. It is not a forecast, and choosing a different start date would give a different answer — which is exactly why we look at drawdowns and rolling returns too.
How consistent has it been?
116 rolling 3-year windowsOne headline return can be a lucky endpoint. This measures every 3-year holding period in the fund's history, so you see the range an investor could actually have experienced.
- Best 3Y
- +41.1%
- Average 3Y
- +19.0%
- Worst 3Y
- -9.1%
- Windows positive
- 94%
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Data source: AMFI, via mfapi.in. Krystal Capitals is an AMFI registered mutual fund distributor. Nothing on this page is a recommendation to buy or sell any scheme — mutual fund investments are subject to market risks, and past performance is not indicative of future results.