Should I invest in Motilal Oswal Large and Midcap Fund Growth?

We don't give personal investment advice. Motilal Oswal Large and Midcap Fund - Direct Plan Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.1%. 5-year CAGR: 20.90%.

Motilal Oswal

Motilal Oswal Large and Midcap Fund - Direct Plan Growth

Latest NAV

₹38.4109

As of

3 Jun 2026

1,631 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.94%	+0.15%	+0.79	1 / 34	Q1
1W	+0.12%	-1.78%	+1.90	1 / 34	Q1
2W	+2.14%	-0.02%	+2.16	2 / 34	Q1
1M	+0.82%	-0.52%	+1.34	4 / 34	Q1
3M	+9.70%	+0.66%	+9.04	2 / 34	Q1
6M	+2.02%	-3.20%	+5.22	3 / 34	Q1
YTD	+4.70%	-3.29%	+7.99	3 / 34	Q1
1Y	+5.24%	+1.81%	+3.43	5 / 33	Q1
2Y	+12.58%	+4.91%	+7.67	1 / 30	Q1
3Y	+25.20%	+16.92%	+8.28	1 / 27	Q1
4Y	+25.47%	+16.88%	+8.59	1 / 27	Q1
5Y	+20.90%	+15.02%	+5.88	1 / 27	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+22.08%	+13.65%	+8.43	1 / 33	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+4.70%	-3.29%	+7.99	3 / 34
2025	-3.58%	+4.90%	-8.48	32 / 32
2024	+47.18%	+24.93%	+22.25	1 / 28
2023	+40.57%	+31.20%	+9.38	1 / 27
2022	+3.20%	+2.92%	+0.28	11 / 27
2021	+42.31%	+38.33%	+3.98	7 / 27
2020	+14.33%	+17.02%	-2.69	17 / 26
2019	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+28.37%

69 windows

min -3.2% · max 80.7%

93% positive

3-Year rolling

+26.63%

45 windows

min 16.9% · max 34.6%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+26.48%

20 windows

min 19.7% · max 32.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

20.20%

3-year · annualised

Sharpe ratio

0.90

vs risk-free 6.5%

Sortino ratio

1.44

Downside-only deviation

Max drawdown

-26.06%

Dec 2024 → Mar 2025

% positive months

75.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option - Direct Plan	HDFC	₹348.8940	3 Jun 2026
Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹263.7372	3 Jun 2026
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth	SBI	₹683.8671	2 Jun 2026
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth	ICICI Prudential	₹1,109.9000	3 Jun 2026
Invesco India Large & Mid Cap Fund - Direct Plan - Growth	Invesco	₹119.2100	3 Jun 2026
Bandhan Large & Mid Cap Fund - Direct Plan - Growth	Bandhan	₹160.3360	3 Jun 2026
quant Large & Mid Cap Fund - Growth Option-Direct Plan	Quant	₹134.6766	3 Jun 2026
Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹999.2500	3 Jun 2026
Franklin India Large & Mid Cap Fund - Direct - Growth	Franklin India	₹199.5382	3 Jun 2026
Mirae Asset Large & Midcap Fund - Direct Plan - Growth	Mirae Asset	₹169.3610	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹38.4109
2 Jun 2026	₹38.2858
1 Jun 2026	₹37.9290
29 May 2026	₹38.3254
27 May 2026	₹38.7365
26 May 2026	₹38.2395
25 May 2026	₹38.0653
22 May 2026	₹37.7074
21 May 2026	₹37.7901
20 May 2026	₹37.6671

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Motilal Oswal Large and Midcap Fund - Direct Plan Growth is ₹38.4109. It's a Large & Mid Cap Fund from Motilal Oswal, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Motilal Oswal Large and Midcap Fund - Direct Plan Growth has NAV history starting from 22 Oct 2019, a track record of about 6 years 7 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Motilal Oswal Large and Midcap Fund - Direct Plan Growth is managed by Motilal Oswal. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Motilal Oswal Large and Midcap Fund - Direct Plan Growth has delivered a absolute return of 5.24% — +3.43 pp ahead of the Large & Mid Cap Fund category average of 1.81%. The fund ranks #5 of 33 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Motilal Oswal Large and Midcap Fund - Direct Plan Growth has delivered a CAGR of 25.20% — +8.28 pp ahead of the Large & Mid Cap Fund category average of 16.92%. The fund ranks #1 of 27 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Motilal Oswal Large and Midcap Fund - Direct Plan Growth has delivered a CAGR of 20.90% — +5.88 pp ahead of the Large & Mid Cap Fund category average of 15.02%. The fund ranks #1 of 27 in its category — the top (Q1) quartile.

₹1 lakh invested in Motilal Oswal Large and Midcap Fund - Direct Plan Growth exactly 5 years ago would be worth approximately ₹258,253 today — a multiplier of 2.58×, based on the 5-year CAGR of 20.90%. The category average over the same window would have grown ₹1 lakh to ₹201,274.

A ₹10,000 monthly SIP in Motilal Oswal Large and Midcap Fund - Direct Plan Growth over the last 5 years — total invested ₹600,000 — would be worth ₹1,002,106 today. That's an XIRR (money-weighted annualised return) of 20.62%.

Motilal Oswal Large and Midcap Fund - Direct Plan Growth doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹1,002,106 — XIRR 20.62%.

On a 5-year basis, Motilal Oswal Large and Midcap Fund - Direct Plan Growth ranks #1 out of 27 funds in the Large & Mid Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 15.02%; this fund delivered 20.90%.

The worst peak-to-trough decline Motilal Oswal Large and Midcap Fund - Direct Plan Growth has experienced over the last 5-year window is 26.06% — its NAV fell from a high on 16 Dec 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Motilal Oswal Large and Midcap Fund - Direct Plan Growth averaged 26.48% (best 32.51%, worst 19.71%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.80 — reasonable risk-adjusted performance.

In calendar year 2025, Motilal Oswal Large and Midcap Fund - Direct Plan Growth returned -3.58% — lagging the Large & Mid Cap Fund category average of 4.90% by 8.48 pp. It ranked #32 of 32 in its category that year.

Motilal Oswal Large and Midcap Fund - Direct Plan Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Motilal Oswal Large and Midcap Fund - Direct Plan Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.1%. 5-year CAGR: 20.90%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.