Motilal Oswal Midcap Fund-Direct - IDCW Payout/Reinvestment
Motilal Oswal Mutual Fund Equity Mid Cap Fund
Expense Ratio
0.70%
AUM
₹52.60 Cr
Plan Type
Direct
Market Cap
Mid
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-65.24%
Poor
6 Months
-17.50%
Poor
1 Year
-12.35%
Poor
3 Years
+15.24%
Good
5 Years
+16.07%
Excellent
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹52.60 Cr
Recent Trend
Growing
Stability Score
45.5
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+95.64%
3Y
3Y CAGR
+337.77%
5Y
5Y CAGR
+779.26%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
18.40%
Annualized standard deviation
Sharpe Ratio
0.761
Fair - Risk-adjusted return
Max Drawdown
-29.10%
High - Worst decline
Consistency
65.1%
Performance consistency
Volatility Breakdown
Daily Volatility
1.16%
Average daily price movement
Annualized Volatility
18.40%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance