Motilal Oswal Large and Midcap Fund
Open in live screener →Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -5.86% | -10.20% | -4.44% | -2.44% | -2.72% | 19.32% | 16.72% | 20.22% | – |
NAV history
About this fund
Motilal Oswal Large and Midcap Fund is a mid-cap equity fund offered by Motilal Oswal Mutual Fund, classified under Equity as Equity Scheme - Large & Mid Cap Fund. Mid-cap funds tend to carry moderately high risk relative to large-cap funds. Its latest NAV is ₹37.24, with assets under management of about ₹17,050 Cr (April - June 2026).
Further reading: How much does the category decide, and how much the fund?
Performance analysis
Over the trailing one year, Motilal Oswal Large and Midcap Fund has recorded a return of about -2.7%, with a three-year return of 19.3% and a five-year return of 16.7%. Its annualised volatility is 19.6% — relatively large fluctuations — and its Sharpe ratio is -0.47, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.60%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 27.38 | 19.77 | -7.30 | 91.10 | 94% | 64% |
| 3Y | 26.58 | 27.06 | 16.22 | 36.66 | 100% | 100% |
| 5Y | 25.54 | 25.28 | 16.72 | 35.01 | 100% | 100% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Union Large & Midcap Fund Equity Scheme - Large & Mid Cap Fund | -8.42 | -4.80 | -1.59 | -3.92 | 11.19 | 9.39 | – | 0.83 |
| Mahindra Manulife Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -8.16 | -4.79 | -1.52 | -4.55 | 10.79 | 9.90 | – | 0.50 |
| Baroda BNP Paribas Large and Mid Cap fund Equity Scheme - Large & Mid Cap Fund | -6.30 | -5.34 | -2.58 | -5.17 | 12.60 | 10.04 | – | 0.72 |
| WhiteOak Capital Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -7.19 | -6.34 | -2.75 | -4.54 | – | – | – | 0.46 |
| PGIM India Large and Midcap Fund Equity Scheme - Large & Mid Cap Fund | -6.46 | -5.02 | -2.15 | -6.53 | – | – | – | 0.59 |
| Bajaj Finserv Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -7.96 | -6.99 | -5.31 | -6.94 | – | – | – | 0.52 |
| ITI Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -10.98 | -5.35 | -1.25 | -5.58 | – | – | – | 0.63 |
| Helios Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -9.05 | -6.91 | -3.62 | -5.33 | – | – | – | 0.50 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal BSE Quality Index Fund Other Scheme - Index Funds | -8.09 | -10.96 | -11.85 | -9.55 | 10.19 | – | – | 0.35 |
| Motilal Oswal Gold and Silver Passive Fund of Funds Other Scheme - FoF Domestic | -10.18 | -6.18 | -11.32 | 18.35 | 32.33 | – | – | 0.15 |
| Motilal Oswal Nifty Microcap 250 Index Fund Other Scheme - Index Funds | -11.62 | -4.48 | 3.68 | -0.43 | 13.63 | – | – | 0.44 |
| Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOF Other Scheme - FoF Overseas | -4.34 | -2.83 | 3.49 | 20.77 | 23.89 | – | – | 0.04 |
| Motilal Oswal Small Cap Fund Equity Scheme - Small Cap Fund | -8.76 | -3.78 | 10.52 | 9.60 | – | – | – | 0.56 |
| Motilal Oswal Large Cap Fund Equity Scheme - Large Cap Fund | -4.53 | -4.28 | -3.23 | -8.61 | – | – | – | 0.68 |
| Motilal Oswal Multi Cap Fund Equity Scheme - Multi Cap Fund | -8.68 | 1.88 | 14.42 | 1.82 | – | – | – | 0.60 |
| Motilal Oswal Quant Fund Equity Scheme - Sectoral/Thematic | -7.92 | -8.89 | -9.71 | -9.88 | – | – | – | 0.71 |