Motilal Oswal Midcap Fund Review: Performance, Returns, and Fund Manager Impact.

The Motilal Oswal Midcap Fund has garnered attention among investors looking to tap into the growth potential of mid-sized companies. This fund focuses on midcap stocks, which are companies ranked between 101 and 250 in terms of market capitalization. These stocks offer a blend of high growth potential and relative stability compared to small-cap stocks, making midcap funds an attractive option for investors aiming to generate long-term wealth. In this video, we’ll provide an in-depth review of the Motilal Oswal Midcap Fund, covering key aspects such as returns, fund performance, and an important change in fund management that significantly impacted its trajectory.

Fund Manager Change in 2021
One of the key highlights of the Motilal Oswal Midcap Fund is the change in the fund manager in 2021. This change has played a crucial role in shaping the fund’s recent performance. Prior to 2021, the fund was managed by a different manager with a more conservative investment approach. However, in 2021, Nirav Sheth took over as the new fund manager. Under his leadership, the fund has seen a significant shift in strategy, focusing on high-conviction midcap stocks with strong growth potential.

The result? Superior returns. Since Nirav Sheth assumed the role of fund manager, the fund has outperformed many of its peers in the midcap category. The new approach focuses on businesses with solid fundamentals, growth potential, and competitive advantages. This has helped the fund to navigate market volatility and deliver higher returns to its investors.

Rolling Returns and Performance
When assessing mutual funds, rolling returns provide a clear picture of how the fund has performed over various time periods, smoothing out market fluctuations. The Motilal Oswal Midcap Fund has consistently delivered competitive rolling returns over the past few years, especially after the management change. The three-year rolling return of the fund has averaged around 15-18%, while the five-year rolling return has been equally impressive, hovering in the range of 12-15%.

During periods of market volatility, such as the COVID-19 pandemic, the fund demonstrated resilience. Post-pandemic, the fund saw a sharp recovery, thanks to its focus on growth-oriented midcap companies that benefited from the market rebound.

Quarterly Performance
Examining the fund’s quarterly performance reveals its strong growth trajectory. The fund delivered strong double-digit returns in multiple quarters, particularly after 2021. In the first quarter of 2022, the fund outperformed the midcap index by a significant margin, showcasing the effectiveness of its revamped investment strategy. Consistently, the fund has managed to stay ahead of its benchmark, making it a top contender for those looking for midcap exposure.

Why Choose Motilal Oswal Midcap Fund?
Investors seeking high-growth potential in midcap stocks can consider the Motilal Oswal Midcap Fund as a viable option. With a renewed focus on high-quality midcap companies, the fund offers exposure to a diversified portfolio of midcap stocks with robust growth potential. Additionally, the fund manager’s active management approach ensures that the portfolio is well-positioned to take advantage of market opportunities.

Conclusion and Verdict
The change in fund management in 2021 marked a turning point for the Motilal Oswal Midcap Fund. With a more aggressive and growth-focused investment strategy, the fund has delivered impressive returns, outperforming its benchmark and many of its peers in the midcap category. If you’re looking to invest in midcap stocks for long-term wealth creation, this fund could be an excellent option.
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Thank You for Watching.

[mangiparamesh]

Good evening, bro
This is Paramesh who has joined yesterday in our community and thank you so much for giving me this opportunity, thank you

[anjaneyulugantasala]

Thank you so much for valuable information. I am doing SIP from this year June Onwards. Kindly suggest good index funds

[sunilkumarkumar-rvdt]

Hi.Gopi.. Nice explanation.. Very simple and clear..I wish you all the best .It will be good if you can show your face while explaining so that we feel more connect.

[APrudviraj-]

Hi bro, Thank you for your explanation
I have already invested in Motilal oswal midcap fund, but i want to invest for long term 15 years, Can i switch to index fund ?If ok suggest me
1.which midcap index fund is best ?

[nagarajubandi]

Sir🙏 please discuss about motilal oswal nifty bank index fund in detail is it good for investment for very long term investment

[tirupatibestplots]

My retirement fund ❤nifty Midcap150 index fund till now37% xirr past 3year but in long term i expect 12-18% xirr range consistent return❤❤ am 32 age now this is my major fund ..hope it delivered 🌟📨📨✅ ready to face 30to50% fall also in portfolio I dialy remind my portfolio is at 50% risk

[tirumalrao]

Can u pls list what are the best mutual funds for aggressive investor for 10 years. For both lump sum and SIP

[saravanakumar-ztkg]

I am doing sip in axis mid from last 4 years .seeing some recovery from last 6 months Should i continue sip in axis mid for 1 more year and see ?

[chotuchintu]

Thanks for your efforts and insights 👍

[NRTalks]

Is this fund better than Tata nifty 150 midcap 50 momentum fund

[pavankuriseti]

Bro can we do Tata Midcap 150 Momentum 50 INDEX Fund for long term 10 year time period or should we only go for Nifty Midcap 150. If I want to pick one of these two index funds for the long term.. which one can I choose?? Currently i am doing two midcap bro in my sips and my time period is 10 Plus years1. Motilal Midcap 2. Tata Midcap 150 Momentum 50. So can i continue these two or should i cancel both and have only 1 nifty midcap150 Index. Please suggest bro ?

[kattiyathi]

Hi sir,
Nifty midcap index vs nifty 150 momentum 50 index fund
Please suggest one index fund for the long term!!!

[praveenkumartampuluri]

Good information sir...
Recent ga axis midcap and mirae asset large and midcap funds lo sip apesaanu...

Ee amount ni

HDFC/UTI nifty200 momentum 30
DSP nifty midcap 150 quality 50
Tata nifty midcap 150 momentum 50
Loki shift cheddamanukuntunnaanu...
Is it right or not????

[sunilkumarkumar-rvdt]

Hi Can you please tell why Quant mutual funds are underperforming when compared to the other peers, eventhough it missed the recent rally too.. can we keep it invested? Quant large and mid cap fund, Quant infra structure fund etc

[ramarajuyadavkalangi]

I am Investing in Bandhan Nifty Alpha 50 Index Fund and Motilal Oswal Microcap 250 Index Fund for Longterm. Is these good Funds for Lonterm?

[statuskingadivasichora]

Bro edi regular fund aa direct fund aa?? Plz tell

[ganeganesh]

Ohh already active midcaps lo investment sips. Unnay bro...present

[princepavan]

I have requested many times..yet i am requesting again..Pls do a dedicated video on best International funds. And best strategy for international fund investing (SIP/LUMPSUM) ??

[srinusrinuharathi]

Motilal Oswal NIFTY India defence index fund గురించి వీడియో చెయ్యండి.

[SandeepMaddipati]

@MutualFundstelugu bro, Which is the best active Flexicap mutual fund?