MonitorDirect · Growth
Motilal Oswal Large and Midcap Fund
Motilal Oswal Mutual FundEquity Scheme - Large & Mid Cap Fund6.9 years
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
- NAV
- 40.3434
- 15 Sept 2026
- 1Y
- +7.2%
- Trailing CAGR
- AUM
- ₹20,159.1 Cr
- 31 Aug 2026
- Volatility
- High
- 19.4% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+7.2%
- 3Y+21.2%
- 5Y+18.2%
- 10Yn/a
- SI+22.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+14.3%
- 3Y+15.0%
- 5Y+20.6%
- 10Yn/a
- Since inception
- +22.0%
- Calendar-day CAGR
- Excess 1Y
- +4.0%
- Category median, same plan and option
- 3Y win rate
- +98%
- Windows beating the median
- 3Y percentile
- 100
- Vs comparable share classes
- Worst rolling 3Y
- +16.2%
- 959 daily-ending windows
- Median rolling 3Y
- +27.3%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 470 daily-ending windows
- SIP 3Y XIRR
- +15.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 98 recovered episodes
- Longest recovery
- 430 days
- Trough to prior peak
- Current spell
- 15 days
- Days below latest peak
- Time below peak
- +84%
- NAV observations
20 Feb 2020 – 24 Nov 2020
Trough 23 Mar 2020 · recovered in 246 days
-37.4%
16 Dec 2024 – 7 May 2026
Trough 3 Mar 2025 · recovered in 430 days
-26.1%
17 Jan 2022 – 12 Dec 2022
Trough 20 Jun 2022 · recovered in 175 days
-23.0%
15 Oct 2024 – 11 Dec 2024
Trough 13 Nov 2024 · recovered in 28 days
-11.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
75
Consistency
85
Risk-adjusted
69
Drawdown
6
Mean
67
Portfolio
31 Aug 2026 · 36 holdings · top 10 are 45.4%.
- Top 5
- 25.7%
- Top 10
- 45.4%
- Largest holding
- 6.2%
- Effective holdings
- 28.6
One 97 Communications Ltd
Industrials
6.2%
Zomato Ltd
Technology
5.4%
Shriram Transport Finance Company Ltd
Financial
4.8%
PTC Industries Ltd
Materials
4.7%
Multi Commodity Exchange Of India Ltd
Financial
4.7%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 98% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Baroda BNP Paribas Large and Mid Cap fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +1.4%
- 3Y
- +12.5%
- Vol
- 14.9%
- Max DD
- -20.6%
- Sharpe
- 0.94
- 3Y win
- +81%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
DSP Large & Mid Cap Fund
DSP Mutual Fund
- 1Y
- -2.4%
- 3Y
- +12.2%
- Vol
- 15.9%
- Max DD
- -36.8%
- Sharpe
- 0.68
- 3Y win
- +75%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Edelweiss Large & Mid Cap Fund
Edelweiss Mutual Fund
- 1Y
- +2.5%
- 3Y
- +13.2%
- Vol
- 15.7%
- Max DD
- -34.9%
- Sharpe
- 0.74
- 3Y win
- +88%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
ICICI Prudential Large & Mid Cap Fund
ICICI Prudential Mutual Fund
- 1Y
- +2.2%
- 3Y
- +14.9%
- Vol
- 15.3%
- Max DD
- -37.4%
- Sharpe
- 0.72
- 3Y win
- +51%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
ITI Large & Mid Cap Fund
ITI Mutual Fund
- 1Y
- +4.9%
- 3Y
- n/a
- Vol
- 17.2%
- Max DD
- -20.2%
- Sharpe
- -0.15
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns