Two of the largest Mid Cap funds side by side: returns, risk, cost, size and what they hold. Prices as of 3 Nov 2026.
Past returns do not tell you future returns.
| Motilal Oswal Midcap Fund Motilal Oswal | SBI Midcap Fund SBI | |
|---|---|---|
| Returns | ||
| 1 year | -5.1% | -3.4% |
| 3 years, a year | +16.2% | +8.6% |
| 5 years, a year | +17.2% | +10.2% |
| Since launch, a year | +19.8% | +12.7% |
| 3-year rank in category | 6 of 29 | 29 of 29 |
| Benchmark, 3 years | +13.9% | +13.9% |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 18.9% | 14.5% |
| Biggest fall, 3 years | -29.6% | -18.2% |
| Sharpe ratio, 3 years | 0.57 | 0.20 |
| Beta | 0.90 | 0.74 |
| Alpha, a year | +3.0% | -3.3% |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.61% | 1.80% |
| Money in the fund | ₹40,188 cr | ₹22,643 cr |
| Running for | 12.8 years | 21.6 years |
| Minimum SIP | — | — |
| Benchmark | Nifty Midcap 150 TRI | Nifty Midcap 150 TRI |
Past returns do not indicate future returns. Each fund page has the full detail.
The five largest holdings of each, from the latest monthly portfolios
Overlap is the part of the two portfolios that is the same, by weight: 100% would be identical.
What they share, by industry and sector
| Holding | Motilal Oswal | SBI |
|---|---|---|
| Multi Commodity Exchange of India Limited | 3.7% | 3.1% |
| Billionbrains Garage Ventures Ltd | 3.5% | 1.1% |
| One 97 Communications Limited | 8.6% | 1.0% |
Both are Mid Cap funds, from Motilal Oswal and SBI. Motilal Oswal Midcap Fund manages ₹40,188 cr and SBI Midcap Fund ₹22,643 cr. The table on this page sets out their returns, risk, costs and holdings side by side.
Motilal Oswal Midcap Fund, at 1.61% a year, against 1.80% for SBI Midcap Fund.
Over three years, Motilal Oswal Midcap Fund returned +16.2% a year and SBI Midcap Fund +8.6% a year. Over one year they returned -5.1% and -3.4%. Past returns do not indicate future returns.
They hold 5.2% of the same investments, 45.3% of the same industries and 56.7% of the same sectors, by weight, in their latest monthly portfolios.
To set a third or fourth fund alongside, open these two in Compare and add more.