Motilal Oswal Mutual Fund

Motilal Oswal Midcap Fund-Direct Plan-Growth Option

Equity Scheme - Mid Cap FundDirect planGrowthInception

NAV vs Benchmark

Trailing Returns

Series1Y3Y5Y10YSI
Scheme-8.69%17.86%21.59%17.36%21.02%
Benchmark-3.56%17.10%16.06%8.69%130.15%
Excess-5.14%0.75%5.52%8.66%-109.13%

Trailing returns are annualized (CAGR) for 3Y / 5Y / 10Y and absolute for 1Y. SI is total return since the first available NAV. Benchmark returns are derived from the scheme's mandated TRI index.

Expense Ratio (TER)

Direct
0.78%
Regular
1.57%

Direct plans have a lower expense ratio because no distributor commission is paid. Regular plans are sold through intermediaries who provide advice.

YieldIQ Fund Score

C
51/ 100
Rule-based composite of returns, risk, cost, and tenure.

Fee impact calculator

What the expense ratio costs over time, and the Direct-vs-Regular plan gap. Pre-filled with this scheme's expense ratios — adjust any input.

No fees
₹3,10,585
Direct plan
₹2,89,620
Regular plan
₹2,69,694
Fee drag · Direct, 10y
₹20,965
Direct keeps more than Regular
₹19,927

Illustrative only — assumes a constant 12% gross return and the expense ratios above held flat; actual returns and fees vary. Direct plans carry no distributor commission. Not advice.

Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.
Motilal Oswal Midcap Fund-Direct Plan-Growth Option — Mutual Fund Analysis | YieldIQ