MCRecommendable#1 in categoryHIGH CONVICTIONPrimary Pick

Motilal Oswal Midcap Fund

Motilal Oswal MF · Niket Shah · benchmarked to Nifty MC150 TRI

Prospera Research Engine v7 · Data as of 24 Aug 2026 · Synced 14 Sept 2026Review date unknown — validation required

Prospera VerdictProspera Recommended

BEATS 2: 30.5% 5Y CAGR vs Nippon 22%. Dixon, Coforge, Trent are multi-year structural winners in electronics PLI, IT services, and retail premiumisation. Concentration enables alpha diversified funds cannot generate. OPP score 9 vs 7.

Final Score79.3

1Y Return12.3%

3Y CAGR22.1%

5Y CAGR30.5%

AUM₹31.0K Cr

Expense Ratio0.58%

Eligibility: All gates passed

Prospera Research

Score Breakdown

13 weighted parameters, exactly as configured in the Research Engine — 8 qualitative (analyst-scored) plus 5 quantitative (formula-derived), summing to a final score out of 100.

Momentum (7% weight)10.0/10

3–6M price+flow vs benchmark

Consistency (10% weight)8.0/10

3Y/5Y quartile rank stability

Portfolio Quality (11% weight)9.0/10

PE, concentration, churn

Fund Mgr Quality (12% weight)9.0/10

Philosophy, communication, style drift

Valuation Risk (10% weight)6.0/10

Portfolio PE/PB vs category avg

Sector Tailwinds (9% weight)10.0/10

Policy/macro drivers 12-18M

Downside Protection (8% weight)6.0/10

Max DD, Sortino, bear markets

Outperformance Prob. (8% weight)9.0/10

Analyst 12M alpha probability

Mgr Tenure Score (8% weight)6.0/10

Years managing fund → 1-10 score

AMC Quality Score (6% weight)7.0/10

Research depth, AUM scale, compliance

AUM Trend Score (5% weight)6.0/10

Growing=9, Stable=6, Declining=3

Expense Ratio Score (4% weight)7.0/10

Inverse ER — lower cost = higher score

Thesis Strength (2% weight)9.0/10

Analyst 12-24M thesis conviction

Final Score79.3/100

Prospera Research

Why This Fund

Stance: 20% max allocation

Prospera Research

Analyst Write-Up

A full analyst write-up hasn't been published for this fund yet — only shortlisted funds at the review stage get one. The score breakdown and performance data above are still real and current.

Prospera Research

Risk-Adjusted Performance

3Y Alpha—

5Y Alpha—

Max Drawdown30.5%

Sharpe (3Y)1.18

Sortino (3Y)1.51

Beta1.12

Alpha Consistency68%

Prospera Research

AMC & Manager Intelligence

Motilal Oswal MF

AA — TIER 2

14-analyst research team · Clean — 0 violations

Strong equity research especially in consumer, technology, and defence themes. Niket Shah's midcap approach is genuinely differentiated. Boutique scale limits institutional access. Key-man risk on Niket Shah is real.

Niket Shah

VERY STRONG

7Y tenure · High-Conviction Growth · Confidence 9/10

Exceptional stock picker in the consumption/technology mid-cap space. 7Y tenure short relative to peers but track record is industry-leading. Key man risk exists — watch for team depth.