MCApproved#5 in categoryWATCHLIST

Motilal Oswal Midcap Fund

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

Prospera Research Engine unknown · Data as of 1 Jan 1970 · Synced 1 Jan 1970Review date unknown, validation required

Prospera VerdictOn Watchlist

Scored 60.3/100, in the WATCHLIST band. On Prospera's radar, but hasn't cleared the bar for a formal recommendation yet.

Final Score60.3

1Y Return0.9%

3Y CAGR17.6%

5Y CAGR19.9%

AUM₹42.9K Cr

Expense Ratio0.64%

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)9.7/10

3–6M price+flow vs benchmark

Consistency (10% weight)7.9/10

3Y/5Y quartile rank stability

Portfolio Quality (11% weight)5.0/10

PE, concentration, churn

Fund Mgr Quality (12% weight)7.0/10

Philosophy, communication, style drift

Valuation Risk (10% weight)3.0/10

Portfolio PE/PB vs category avg

Sector Tailwinds (9% weight)6.0/10

Policy/macro drivers 12-18M

Downside Protection (8% weight)6.1/10

Max DD, Sortino, bear markets

Outperformance Prob. (8% weight)6.0/10

Analyst 12M alpha probability

Mgr Tenure Score (8% weight)6.0/10

Years managing fund → 1-10 score

AMC Quality Score (6% weight)3.0/10

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)6.0/10

Analyst 12-24M thesis conviction

Final Score60.3/100

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 AlphaN/A

5Y AlphaN/A

Max Drawdown26.8%

Sharpe (3Y)0.72

Sortino (3Y)0.93

Beta1.13

Alpha Consistency70%

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.