Motilal Oswal Large and Mid Cap Fund
Direct · Growth ₹38.72
05 Jun 2026
NAV
27.0%
3Y CAGR
27.0%
5Y CAGR
27.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.91
Sharpe
-37.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.31 L | 30.0% | -28.6% | 96.7% |
| 3 Years | ₹36.00 L | ₹50.87 L | 26.6% | 7.5% | 47.3% |
| 5 Years | ₹60.00 L | ₹1.12 Cr | 26.6% | 15.5% | 38.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 30.0% | 14.6% | 16.5% | +15.4% |
| 3 Years | 26.6% | 11.2% | 17.8% | +15.4% |
| 5 Years | 26.6% | 10.5% | 17.2% | +16.1% |