Motilal Oswal Large and Mid Cap Fund Direct Growth

Scheme code: INF247L01999 NAV value: ₹ 31.3363 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year3.9174.8842.7230.46
3 year16.0036.6826.1721.66
5 year20.2935.1827.4716.04

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5317.4342.72
3 year 6.2833.3215.5726.17
5 year 0.7426.0212.9127.47
7 year 3.3315.6211.64
10 year 3.4917.2210.65
12 year 3.0716.1710.8
15 year 6.9515.6610.87
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0220.942.72
3 year 6.5632.1215.6626.17
5 year 126.212.7527.47
7 year 3.815.4211.84
10 year 3.81811.09
12 year 3.6316.8611.19
15 year 7.0116.3611.19
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3722.6742.72
3 year 7.6833.371726.17
5 year 0.7127.6313.1527.47
7 year 3.7616.0112.04
10 year 3.5616.9410.94
12 year 3.3116.5410.99
15 year 6.5616.4210.95

Rolling return for 1 year

- Average return: 42.72% - Median return: 50.23% - Average standard deviation: 7.87

Rolling return for 3 year

- Average return: 26.17% - Median return: 27.33% - Average standard deviation: 2.24

Rolling return for 5 year

- Average return: 27.47% - Median return: 27.83% - Average standard deviation: 2.19

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,83,1991,83,19915.27
3 year36,00,00053,09,31217,09,31213.83
5 year60,00,0001,23,91,10063,91,10015.61

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 5.8315.27
3 year 7.3513.83
5 year 7.2815.61
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 6.7915.27
3 year 7.5113.83
5 year 7.2515.61
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 7.2615.27
3 year 8.2513.83
5 year 7.6415.61

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,83,199 - Absolute Returns: ₹1,83,199 - CAGR: 15.27%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹53,09,312 - Absolute Returns: ₹17,09,312 - CAGR: 13.83%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,23,91,100 - Absolute Returns: ₹63,91,100 - CAGR: 15.61%