EquityLarge & Mid Cap FundDirect · Growth
Motilal Oswal Large and Midcap Fund - Direct Plan Growth
Motilal Oswal · Scheme 147704
₹39.59▲ 0.67%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
23.2%
Risk level
Very High
Min SIP
—
Benchmark
Nifty LargeMidcap 250 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +0.14% |
| 3 Months | +4.05% |
| 6 Months | +11.09% |
| 1 Year | +8.10% |
| 3 Years (CAGR) | +23.19% |
| 5 Years (CAGR) | +19.16% |
| 10 Years (CAGR) | — |
| Since Launch | +22.09% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns85
Consistency100
Risk-adjusted55
Downside protection50
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +23.2%
- ✓ 3Y CAGR vs category: +7.0% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 97% of windows
- ✓ Alpha vs benchmark: +13.3%
What to watch
- • 1Y return: +8.1%
- • Sortino ratio: 0.91
Risk metrics
Sharpe ratio
0.81
Sortino ratio
0.91
Volatility
19.49%
Max drawdown
-37.44%
Downside capture
88.50%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.