Motilal Oswal Large and Midcap Fund Direct-Growth
Equity: Large & MidCap - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Large & MidCapBenchmark: NIFTY Large Midcap 250 Total Return IndexCheck Portfolio Overlap →
NAV: ₹41.38+0.38%
07 Sept 2026
Rolling Returns Analysis
Rolling annualized returns of Motilal Oswal Large and Midcap Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 23 Oct, 2020 - 07 Sep, 2026 | 02 Nov, 2022 - 07 Sep, 2026 | 13 Nov, 2024 - 07 Sep, 2026 | - |
| Average returns | 28.45% | 27.21% | 26.47% | - |
| Standard deviation | 23.89% | 4.28% | 4.57% | - |
| Best returns | 86.75% 1 year ending on 26 Mar, 2021 | 37.49% 3 years ending on 04 Jul, 2025 | 36.24% 5 years ending on 10 Jun, 2025 | - |
| Worst returns | -6.46% 1 year ending on 18 Dec, 2025 | 16.28% 3 years ending on 27 Jan, 2023 | 18.73% 5 years ending on 31 Mar, 2026 | - |
| Period with positive return | 93.23% | 100.00% | 100.00% | - |
| Period with return > 5% | 82.94% | 100.00% | 100.00% | - |
| Period with return > 10% | 70.30% | 100.00% | 100.00% | - |
| Period with return > 15% | 59.19% | 100.00% | 100.00% | - |
| Beat % Category | 73.69% | 95.47% | 100.00% | - |
| Beat % Benchmark | 68.09% | 87.25% | 96.66% | - |
Trailing Returns
Point-to-point returns of Motilal Oswal Large and Midcap Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
0%
10%
20%
13.3%
1.2%
-1.0%
YTD
3.2%
-1.2%
-2.2%
1 M
19.7%
6.0%
4.5%
6 M
13.8%
4.7%
4.1%
1 Y
22.8%
13.1%
12.5%
3 Y
19.1%
12.7%
12.7%
5 Y
14.4%
14.6%
10 Y
Fund
Equity: Large & MidCap
NIFTY Large Midcap 250 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 13.32% | 3.24% | 19.69% | 13.85% | 22.84% | 19.06% | - | 22.87% |
| Equity: Large & MidCap | 1.19% | -1.22% | 5.97% | 4.70% | 13.10% | 12.70% | 14.40% | - |
| NIFTY Large Midcap 250 Total Return Index | -0.97% | -2.17% | 4.51% | 4.06% | 12.51% | 12.66% | 14.56% | - |
| Rank in category | 1 | 1 | 1 | 1 | 2 | 1 | - | - |
| Funds in category | 39 | 42 | 39 | 39 | 26 | 25 | 18 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Motilal Oswal Large and Midcap Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Motilal Oswal Large and Midcap Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of Motilal Oswal Large and Midcap Fund Direct-Growth?
Motilal Oswal Large and Midcap Fund Direct-Growth has delivered a 1-year return of 13.85% as of 6 Sep 2026. During the same period, its benchmark NIFTY Large Midcap 250 Total Return Index returned 4.06%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Motilal Oswal Large and Midcap Fund Direct-Growth?
Motilal Oswal Large and Midcap Fund Direct-Growth has delivered a 3-year CAGR of 22.84% as of 6 Sep 2026. Its benchmark NIFTY Large Midcap 250 Total Return Index returned 12.51% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of Motilal Oswal Large and Midcap Fund Direct-Growth?
Motilal Oswal Large and Midcap Fund Direct-Growth has delivered a 5-year CAGR of 19.06% as of 6 Sep 2026. Its benchmark NIFTY Large Midcap 250 Total Return Index returned 12.66% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of Motilal Oswal Large and Midcap Fund Direct-Growth since inception?
Since its launch on 16 Oct 2019, Motilal Oswal Large and Midcap Fund Direct-Growth has delivered a CAGR of 22.87%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Motilal Oswal Large and Midcap Fund Direct-Growth performed vs its category over the long term?
Over the long term, Motilal Oswal Large and Midcap Fund Direct-Growth has ranked 2 out of 26 funds in the Equity: Large & MidCap category on a 3-year basis, and 1 out of 25 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Motilal Oswal Large and Midcap Fund Direct-Growth?
The Sharpe ratio of Motilal Oswal Large and Midcap Fund Direct-Growth is 0.85 (as of 6 Sep 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Motilal Oswal Large and Midcap Fund Direct-Growth?
The 3Y alpha of Motilal Oswal Large and Midcap Fund Direct-Growth is 10.79% (as of 6 Sep 2026). Alpha measures the excess return generated by the fund over and above its benchmark NIFTY Large Midcap 250 Total Return Index, after adjusting for risk. A positive alpha means the fund manager has added value beyond what the market delivered. A negative alpha means the fund has underperformed its benchmark on a risk-adjusted basis.
What is the beta of Motilal Oswal Large and Midcap Fund Direct-Growth?
The beta of Motilal Oswal Large and Midcap Fund Direct-Growth is 1.17 (as of 6 Sep 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark NIFTY Large Midcap 250 Total Return Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. Motilal Oswal Large and Midcap Fund Direct-Growth's beta of 1.17 indicates it is more aggressive than its benchmark.
What are the rolling returns of Motilal Oswal Large and Midcap Fund Direct-Growth?
The average 1-year and 3-year rolling returns of Motilal Oswal Large and Midcap Fund Direct-Growth is 28.45% and 27.21% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.