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

We don't give personal investment advice. Motilal Oswal Large and Midcap Fund - Regular 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: 26.3%. 5-year CAGR: 19.29%.

Motilal Oswal

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Latest NAV

₹34.9086

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%	+0.04%	+0.90	1 / 24	Q1
1W	+0.10%	-1.87%	+1.97	1 / 24	Q1
2W	+2.10%	-0.30%	+2.40	2 / 24	Q1
1M	+0.74%	-0.76%	+1.50	3 / 24	Q1
3M	+9.43%	+0.56%	+8.87	1 / 24	Q1
6M	+1.52%	-3.68%	+5.20	2 / 24	Q1
YTD	+4.28%	-4.06%	+8.34	2 / 24	Q1
1Y	+4.18%	+0.50%	+3.68	3 / 23	Q1
2Y	+11.33%	+2.94%	+8.39	1 / 20	Q1
3Y	+23.70%	+14.82%	+8.88	1 / 17	Q1
4Y	+23.87%	+14.85%	+9.02	1 / 17	Q1
5Y	+19.29%	+12.64%	+6.65	1 / 17	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+20.34%	+9.86%	+10.48	1 / 24	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	+4.28%	-4.06%	+8.34	2 / 24
2025	-4.62%	+3.12%	-7.74	22 / 22
2024	+45.27%	+22.31%	+22.96	1 / 18
2023	+38.60%	+29.01%	+9.59	1 / 17
2022	+1.66%	-0.46%	+2.12	8 / 17
2021	+39.93%	+33.85%	+6.07	5 / 17
2020	+12.32%	+16.04%	-3.72	14 / 16
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

+26.51%

69 windows

min -4.3% · max 77.6%

88% positive

3-Year rolling

+24.80%

45 windows

min 15.0% · max 32.7%

100% positive

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

5-Year rolling

+24.65%

20 windows

min 18.1% · max 30.6%

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

20.17%

3-year · annualised

Sharpe ratio

0.84

vs risk-free 6.5%

Sortino ratio

1.33

Downside-only deviation

Max drawdown

-26.25%

Dec 2024 → Mar 2025

% positive months

72.2%

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
Mirae Asset Large & Midcap Fund - Regular Plan - Growth	Mirae Asset	₹149.2770	3 Jun 2026
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option	Edelweiss	₹86.1840	3 Jun 2026
DSP BlackRock Opportunities Fund-Regular Plan - Dividend	DSP BlackRock	₹34.8680	3 Jun 2026
HSBC Large & Mid Cap Fund - Regular Growth	HSBC	₹28.7295	3 Jun 2026
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option	Baroda BNP Paribas	₹26.3580	3 Jun 2026
PGIM India Large and Midcap Fund - Regular Plan - Growth Option	PGIM India	₹11.8100	3 Jun 2026
Axis Large & Mid Cap Fund - Regular Plan - Growth	Axis	₹32.9300	2 Jun 2026
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth	Bajaj Finserv	₹11.7760	3 Jun 2026
Bharti AXA Equity Fund Eco Plan-Regular Dividend	Bharti AXA	₹27.4000	3 Jun 2026
Helios Large & Mid Cap Fund - Regular Plan - Growth Option	Helios	₹10.7200	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹34.9086
2 Jun 2026	₹34.7958
1 Jun 2026	₹34.4725
29 May 2026	₹34.8357
27 May 2026	₹35.2112
26 May 2026	₹34.7604
25 May 2026	₹34.6030
22 May 2026	₹34.2805
21 May 2026	₹34.3566
20 May 2026	₹34.2458

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 - Regular Plan Growth is ₹34.9086. It's a Large & Mid Cap Fund from Motilal Oswal, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Motilal Oswal Large and Midcap Fund - Regular 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 - Regular 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 - Regular Plan Growth has delivered a absolute return of 4.18% — +3.68 pp ahead of the Large & Mid Cap Fund category average of 0.50%. The fund ranks #3 of 23 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Motilal Oswal Large and Midcap Fund - Regular Plan Growth has delivered a CAGR of 23.70% — +8.88 pp ahead of the Large & Mid Cap Fund category average of 14.82%. The fund ranks #1 of 17 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Motilal Oswal Large and Midcap Fund - Regular Plan Growth has delivered a CAGR of 19.29% — +6.65 pp ahead of the Large & Mid Cap Fund category average of 12.64%. The fund ranks #1 of 17 in its category — the top (Q1) quartile.

₹1 lakh invested in Motilal Oswal Large and Midcap Fund - Regular Plan Growth exactly 5 years ago would be worth approximately ₹241,527 today — a multiplier of 2.42×, based on the 5-year CAGR of 19.29%. The category average over the same window would have grown ₹1 lakh to ₹181,310.

A ₹10,000 monthly SIP in Motilal Oswal Large and Midcap Fund - Regular Plan Growth over the last 5 years — total invested ₹600,000 — would be worth ₹965,765 today. That's an XIRR (money-weighted annualised return) of 19.10%.

Motilal Oswal Large and Midcap Fund - Regular 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 ₹965,765 — XIRR 19.10%.

On a 5-year basis, Motilal Oswal Large and Midcap Fund - Regular Plan Growth ranks #1 out of 17 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 12.64%; this fund delivered 19.29%.

The worst peak-to-trough decline Motilal Oswal Large and Midcap Fund - Regular Plan Growth has experienced over the last 5-year window is 26.25% — 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 - Regular Plan Growth averaged 24.65% (best 30.55%, worst 18.08%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.72 — reasonable risk-adjusted performance.

In calendar year 2025, Motilal Oswal Large and Midcap Fund - Regular Plan Growth returned -4.62% — lagging the Large & Mid Cap Fund category average of 3.12% by 7.74 pp. It ranked #22 of 22 in its category that year.

Motilal Oswal Large and Midcap Fund - Regular 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 - Regular 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: 26.3%. 5-year CAGR: 19.29%.

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