Motilal Oswal Large and Midcap Fund - Direct Plan - Growth
Performance chart
Benchmark: Nifty 200 price index (excludes dividends, so it slightly understates the index's total return). Past performance may or may not be sustained in future.
Quick take
- Over 5 years it returned 17.6% a year, against Nifty 200 6.4%.
- Volatility over 3 years was 19.4% a year (Nifty 200: 14.3%), with a Sharpe ratio of 0.71.
- Its biggest fall from a peak was 37.4% (20 Feb 2020 to 23 Mar 2020).
- It did better than the Nifty 200 in 3 of the last 6 calendar years.
- Across all 3-year periods since launch, yearly returns ranged from 16.5% to 36.4% and were positive 100% of the time.
- Expense ratio 0.92%, fund size ₹19,832 crore.
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| Returns (%) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 7Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | +1.05% | -1.53% | -0.27% | +6.89% | +8.79% | +3.43% | +2.37% | +20.23% | +17.59% | +21.46% | — | +21.46% |
| Nifty 200 | +2.93% | -1.24% | -4.83% | -3.22% | -8.66% | -6.20% | -3.49% | +7.90% | +6.36% | +12.37% | +11.02% | +12.32% |
Point-to-point NAV returns as on 15 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Direct Growth plans in Large & Mid Cap Funds. Q1 = top quarter by return over that period.
Calendar-year returns
| Year | 2026 YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| This fund | +8.79% | -3.12% | +48.05% | +40.01% | +3.20% | +43.22% | +14.58% |
| Nifty 200 | -8.66% | +8.40% | +13.63% | +23.49% | +3.65% | +27.47% | +15.62% |
| Difference | +17.45% | -11.52% | +34.42% | +16.52% | -0.45% | +15.75% | -1.04% |
January to December each year; the current year is to date.
Risk and consistency
| Risk measure | 3 years | 5 years |
|---|---|---|
| Volatility (standard deviation) ? | 19.42% | 17.78% |
| Nifty 200 volatility ? | 14.30% | 14.48% |
| Sharpe ratio ? | 0.71 | 0.62 |
| Sortino ratio ? | 0.97 | 0.85 |
| Beta ? | 1.13 | 1.04 |
| Alpha (yearly) ? | 12.15% | 11.24% |
| R-squared ? | 0.69 | 0.72 |
| Up-market capture ? | 144.20% | 128.10% |
| Down-market capture ? | 93.20% | 77.80% |
| Maximum drawdown | -26.06% | -26.06% |
Rolling 3-year returns (yearly)
Rolling 5-year returns (yearly)
Every 3- and 5-year period since launch, checked weekly. It shows how consistent returns were, whenever someone invested.
SIP returns: ₹10,000 every month
| SIP for | Invested | Value today | Gain | XIRR | Nifty 200 XIRR |
|---|---|---|---|---|---|
| 1Y | ₹1,20,000 | ₹1,26,640 | ₹6,640 | +10.38% | -8.54% |
| 3Y | ₹3,60,000 | ₹4,36,076 | ₹76,076 | +12.85% | +0.35% |
| 5Y | ₹6,00,000 | ₹9,74,157 | ₹3,74,157 | +19.46% | +6.19% |
A ₹10,000 instalment on the same date every month, valued at the latest NAV. XIRR is the yearly return on those dated instalments. Try the SIP calculator.
Compare with all Large & Mid Cap Funds (36)
Sorted by 3-year return; tap a heading to sort. Sorting by past returns is a way to explore data, not a ranking of which fund to choose. 3Y and 5Y are yearly (CAGR).
Scheme details
- Investment objective
- The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
- Fund managers
- Varun Sharma, Swapnil Mayekar, Ajay Khandelwal, Ankit Agarwal, Rakesh Shetty
- Fund house
- Motilal Oswal Mutual Fund
- Category
- Large & Mid Cap Funds · Equity
- Benchmark used here
- Nifty 200 (price index)
- Plan / option
- Direct · Growth
- AMFI scheme code
- 147704
- ISIN
- INF247L01999
- Scheme documents
- SID, KIM and factsheets (fund house website) · exit load and full portfolio are in these documents.
About Large & Mid Cap Funds
Large & Mid Cap Funds invest at least 35% in large-cap companies (the 100 biggest listed companies) and at least 35% in mid-cap companies (the 101st to 250th), giving a mix of established leaders and growing businesses.
Generally used by investors with a long horizon (5+ years) who can accept equity ups and downs.
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