Motilal Oswal Large and Midcap Fund - Regular 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 16.1% 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 0.64.
- Its biggest fall from a peak was 37.5% (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 14.6% to 34.6% and were positive 100% of the time.
AI analysis
Plenitude AI reads the figures on this page and explains them in plain language.
Thinking of investing?
We help you invest in the Regular plan of schemes that suit your goals, and review them every year.
Book a free consultation Compare with other fundsReturns vs benchmark and category
| Returns (%) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 7Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | +1.04% | -1.60% | -0.51% | +6.37% | +7.97% | +2.43% | +1.29% | +18.86% | +16.09% | +19.75% | — | +19.75% |
| 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: Regular 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 | +7.97% | -4.17% | +46.11% | +38.05% | +1.66% | +40.82% | +12.56% |
| Nifty 200 | -8.66% | +8.40% | +13.63% | +23.49% | +3.65% | +27.47% | +15.62% |
| Difference | +16.63% | -12.57% | +32.48% | +14.56% | -1.99% | +13.35% | -3.06% |
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 ? | 0.64 | 0.54 |
| Sortino ratio ? | 0.87 | 0.73 |
| Beta ? | 1.13 | 1.04 |
| Alpha (yearly) ? | 10.78% | 9.74% |
| R-squared ? | 0.69 | 0.72 |
| Up-market capture ? | 141.00% | 124.90% |
| Down-market capture ? | 95.50% | 80.90% |
| Maximum drawdown | -26.25% | -26.25% |
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 | ₹1,25,969 | ₹5,969 | +9.31% | -8.54% |
| 3Y | ₹3,60,000 | ₹4,28,378 | ₹68,378 | +11.62% | +0.35% |
| 5Y | ₹6,00,000 | ₹9,40,037 | ₹3,40,037 | +18.00% | +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 (37)
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
- Fund house
- Motilal Oswal Mutual Fund
- Category
- Large & Mid Cap Funds · Equity
- Benchmark used here
- Nifty 200 (price index)
- Plan / option
- Regular · Growth
- AMFI scheme code
- 147701
- ISIN
- INF247L01965
- Exit load & portfolio
- See the scheme's KIM and monthly factsheet on the fund house website.
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.
Other plans of this scheme
Questions about this scheme
What is the NAV of Motilal Oswal Large and Midcap Fund today?
What returns has Motilal Oswal Large and Midcap Fund given?
What is the expense ratio of Motilal Oswal Large and Midcap Fund?
How risky is this fund?
What is the difference between Direct and Regular plans?
What are Large & Mid Cap Funds?
Have a question about this topic?
Tell us a little about your situation and an expert will call you back, usually within 2 hours on business days.
Book your free wealth consultation
- 100% free
- No obligation
- Reply within 2 hours
Request received!
Thank you for trusting Plenitude Connect. An expert will contact you shortly. Please check your inbox for details.