Motilal Oswal Large and Mid Cap Fund Direct Growth

Scheme code: INF247L01999 NAV value: ₹ 32.3433 NAV date: 7 May, 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 -4.5637.5315.5142.72
3 year 6.2833.3215.7926.17
5 year 3.5426.0213.527.47
7 year 3.3315.6211.71
10 year 3.4917.2210.6
12 year 3.0716.1710.84
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0642.72
3 year 9.0858.729.3126.17
5 year 3.674818.0427.47
7 year 3.831.0314.14
10 year 3.828.9312.39
12 year 3.6326.6512.59
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7642.72
3 year 7.6833.3717.0926.17
5 year 2.3527.6313.5127.47
7 year 3.7616.0112.07
10 year 3.5616.9410.92
12 year 3.3116.5411.01
15 year 6.5616.4210.96
NIFTY LARGEMIDCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -3624.56-2.5942.72
3 year -7.7814.624.2226.17

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 4.915.27
3 year 7.313.83
5 year 7.4815.61
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.0215.27
3 year 20.6413.83
5 year 1315.61
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.3515.27
3 year 8.2213.83
5 year 7.7715.61
NIFTY LARGEMIDCAP 250
Duration Average return (%) Fund's return (%)
1 year 3.2515.27
3 year 1.1113.83

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%