Motilal Oswal Large and Midcap Fund - Direct Plan - Growth
code 147704 Large & Mid Cap Fund direct plan · growth NAVs 2019-10-22 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2019-10-22, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 2.68% | -4.34% | -6.55% | 2.21% | 2026-10-09 → 2026-11-09 |
| 3M | 1.55% | 1.85% | -3.92% | 5.77% | 2026-08-07 → 2026-11-09 |
| 6M | 3.69% | 19.32% | 6.18% | 13.14% | 2026-05-08 → 2026-11-09 |
| 1Y | 8.27% | 8.02% | -0.09% | 8.11% | 2025-11-07 → 2026-11-09 |
| 3Y | 21.07% | 20.94% | 10.83% | 10.11% | 2023-11-09 → 2026-11-09 |
| 5Y | 17.75% | 18.37% | 10.98% | 7.39% | 2021-11-09 → 2026-11-09 |
| 7Y | 21.43% | - | - | - | 2019-11-08 → 2026-11-09 |
| 10Y | - | - | - | - | |
| since inception | 21.63% | 21.67% | 16.68% | 4.99% | 2019-10-22 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| fund | 14.58% | 43.22% | 3.20% | 40.01% | 48.05% | -3.12% |
| benchmark | 20.87% | 37.04% | 4.48% | 32.66% | 18.68% | 8.19% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 1,460 | 27.64% | 19.99% | -7.30% | 91.10% | 93% | 69% |
| 3 years | 965 | 26.67% | 27.14% | 16.17% | 36.62% | 100% | 87% |
| 5 years | 476 | 25.78% | 25.71% | 18.00% | 34.96% | 100% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | |
|---|---|---|
| CAGR | 20.66% | 17.41% |
| volatility | 21.96% | 19.02% |
| max drawdown | -26.06% | -26.06% |
| downside deviation | 13.69% | 11.74% |
| Sharpe ratio | 0.70 | 0.64 |
| Sortino ratio | 1.12 | 1.04 |
| Calmar ratio | 0.79 | - |
| alpha (annualised) | - | - |
| beta | - | - |
| R² | - | - |
| tracking error | - | - |
| information ratio | - | - |
| up / down capture | - | - |
| Treynor ratio | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
Category: Large & Mid Cap Fund
Overall ★★★★★ (3y ★★★★★ · 5y ★★★★★ · 10y -) · as of 2026-10 · 84 months of history
| percentile rank (1 = best) | 3 years of 26 funds | 5 years of 26 funds |
|---|---|---|
| return | 4th | 1st |
| volatility | 100th | 100th |
| Sharpe | 4th | 1st |
| Sortino | 4th | 1st |
| worst fall | 100th | 96th |
| risk-adjusted return (MRAR) | 4th | 1st |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.