Motilal Oswal Large and Mid Cap Fund
Direct · Growth ₹39.61
21 Jul 2026
NAV
26.9%
3Y CAGR
26.6%
5Y CAGR
26.9%
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.
4.64
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 | ₹13.29 L | 29.6% | -28.6% | 96.7% |
| 3 Years | ₹36.00 L | ₹50.63 L | 26.3% | 7.5% | 47.3% |
| 5 Years | ₹60.00 L | ₹1.11 Cr | 26.2% | 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 | 29.6% | 14.5% | 16.5% | +15.2% |
| 3 Years | 26.3% | 11.2% | 17.8% | +15.2% |
| 5 Years | 26.2% | 10.4% | 17.3% | +15.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 28.3% | 22.1% | -7.3% | 91.1% | 0.92 | 7.98 | 93% | — | — |
| 3 Years | 26.9% | 27.4% | 16.2% | 36.7% | 5.08 | — | 100% | — | — |
| 5 Years | 26.6% | 27.3% | 18.8% | 35.0% | 4.64 | — | 100% | — | — |
-37.4%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-5.9%
Avg Drawdown
Calmar Ratio by Duration
0.76
1Y
0.72
3Y
0.71
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +10.68 | 1.11 | 111.8% | 97.0% | 6.2% | -3.4% |
| 3 Years | +16.35 | 1.06 | 111.8% | 91.7% | 23.0% | 6.7% |
| 5 Years | +11.48 | 0.99 | 102.1% | 88.3% | 20.6% | 9.2% |
| 7 Years | +10.48 | 0.93 | 96.5% | 85.0% | 21.2% | 11.1% |
| 10 Years | +6.87 | 0.93 | 96.5% | 85.0% | 14.4% | 7.6% |
| 12 Years | +5.55 | 0.93 | 96.5% | 85.0% | 11.9% | 6.3% |
| 15 Years | +4.26 | 0.93 | 96.5% | 85.0% | 9.4% | 5.0% |
27
Total Holdings
47.7%
Top 10 Weight
14
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Eternal Limited | 5.53% |
| 2 | Muthoot Finance Ltd | 5.49% |
| 3 | Multi Commodity Exchange of India Ltd | 5.23% |
| 4 | CG Power and Industrial Solutions Limited | 5.00% |
| 5 | Waaree Energies Limited | 4.76% |
| 6 | Shriram Finance Limited | 4.60% |
| 7 | PTC Industries Limited | 4.32% |
| 8 | Bharat Electronics Ltd | 4.32% |
| 9 | Apar Industries Ltd | 4.24% |
| 10 | Billionbrains Garage Ventures Ltd | 4.18% |