Motilal Oswal Large And Midcap Fund

Large & Mid CapEquityVery High risk Rank 2 of 30

NAV · Direct-Growth

₹40.84-0.09-0.21%

As of 18 Aug 2026 · AMFI

NAV growth+12.7%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Cost

Average

0.68% vs NaN% peers

Volatility

Above average

21.4% vs 16.2% cat (3Y)

Consistency

Strong

positive in 6 of 7 years

Beats its Large & Mid Cap category on 1Y, 3Y & 5Y — but has run more volatile than peers.

1Y return

+12.7%

+10.1 vs cat

3Y CAGR

+24.2%

+11.3 vs cat

5Y CAGR

+19.8%

+7.6 vs cat

AUM

₹17.4K Cr

fund size

Expense

0.68%

direct plan

Volatility 3Y

21.4%

▲ vs 16.2%

Go deeper on Motilal Oswal Large And Midcap Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Motilal Oswal Large And Midcap Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Motilal Oswal Large And Midcap Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Motilal Oswal Large and Midcap Fund is a Large & Mid Cap scheme from Motilal Oswal. The portfolio is ~99% in equities. Long-run track record: about 19.8% CAGR over 5 years. Volatility is high — expect 30 %+ paper losses during major corrections. Worst historical drawdown: -37% in Mar 2020, recovered in 8 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF247L01999

NAV (Direct-Growth)

₹40.8420

Last 1Y

+12.74%

Aug 25Min ₹32.44 · Max ₹40.96 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-37.4%

Peak ₹11.36 on 20 Feb 2020 → trough ₹7.11 on 23 Mar 2020 (1 months down).

Recovered in 8 months· 24 Nov 2020

Mar 2025

-26.1%

Peak ₹38.60 on 16 Dec 2024 → trough ₹28.54 on 3 Mar 2025 (3 months down).

Recovered in 14 months· 7 May 2026

Jun 2022

-23.0%

Peak ₹18.51 on 17 Jan 2022 → trough ₹14.24 on 20 Jun 2022 (5 months down).

Recovered in 6 months· 12 Dec 2022

Nov 2024

-11.6%

Peak ₹37.91 on 15 Oct 2024 → trough ₹33.52 on 13 Nov 2024 (1 months down).

Recovered in 1 months· 11 Dec 2024

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

3 / 5

Watch a few items. Read the signal detail before investing.

Expense ratio
0.68% — typical for category.
AUM size
₹17.4K Cr — reasonable for a mid-cap fund.
Sector concentration
Top 3 sectors = 75.6% — heavy concentration risk.
Style drift
Only 35% in mid caps — SEBI mandate is 65%+.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.58%	-0.34%	3/ 42
1M	+3.79%	+1.99%	4/ 41
3M	+9.43%	+5.15%	6/ 39
6M	+12.95%	-0.39%	2/ 39
YTD	+11.85%	-0.74%	1/ 39
1Y	+12.74%	+2.66%	4/ 39
2Y	+9.89%	+0.92%	2/ 34
3Y	+24.25%	+12.99%	2/ 30
5Y	+19.79%	+12.14%	1/ 30

Portfolio composition

Asset allocation

Equity98.68%
Cash1.32%

By market cap

Large cap35.59%
Mid cap35.41%
Small cap26.55%
Others2.45%

Concentration

Holdings

Avg market cap

₹69.8K Cr

Top 10 stocks

45.54%

Top 5 stocks

25.17%

Top 3 sectors

75.62%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

1
Eternal Ltd
—5.53%
2
Muthoot Finance Ltd
—5.49%
1
Multi Commodity Exchange of India Ltd
—5.25%
3
Multi Commodity Exchange of India Ltd
—5.23%
2
CG Power & Industrial Solutions Ltd
—5.18%
3
Eternal Ltd
—5.07%
4
Muthoot Finance Ltd
—5.05%
4
CG Power & Industrial Solutions Ltd
—5.00%
5
Waaree Energies Ltd
—4.76%
5
Billionbrains Garage Ventures Ltd
—4.61%
6
Shriram Finance Ltd
—4.60%
7
PTC Industries Ltd
—4.32%
8
Bharat Electronics Ltd
—4.32%
6
Shriram Finance Ltd
—4.31%
9
Apar Industries Ltd
—4.24%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio37.5827.72+9.86
P/B ratio6.993.90+3.09
Price / Sales4.923.27+1.65
Price / Cash Flow35.5719.86+15.71
Dividend yield0.24%1.00%-0.76
Return on equity (ROE)17.95%17.21%+0.74

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
27.3121.2618.7218.0516.2415.16
Sharpe ratio
Risk-adjusted return — higher is better.
0.080.840.82-0.220.590.59
Sortino ratio
Like Sharpe but only counts downside volatility.
0.151.341.35-0.280.890.91
Beta
1 = moves with the market. <1 = less volatile.
1.101.171.080.960.970.95

Peers in Large & Mid Cap

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

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