OriginFunds
Motilal Oswal Mutual Fund

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund)Very High Risk★★★★★ISIN INF247L01965
NAV · 06-Jul-2026
35.9354
1M
+2.85%
6M
+6.92%
1Y (CAGR)
+5.16%
3Y (CAGR)
+22.63%
5Y (CAGR)
+19.30%
Since inception (CAGR)
+20.63%

NAV history

23.1227.8332.5404-07-202303-07-202635.91
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Risk & SIP analytics

Q1 · TOP · 3Y in category
Volatility (3y)
19.02%
Downside dev (3y)
15.47%
Max drawdown (3y)
-26.3%
Sharpe (3y)
0.85
SIP XIRR (3y)
+15.33%
SIP XIRR (5y)
+19.91%
Calendar-year returns
2020 +12.6%2021 +40.8%2022 +1.7%2023 +38.0%2024 +46.1%2025 -4.2%

Fund facts

AUM₹1,74,204 Cr
TER · AMFI officialDirect 0.69% · Regular 1.67% (2026-06-30)
Launch date27-Sep-2019
Plan typeOpen Ended · Equity
Min lumpsumRs. 500/- and in multiples of Re.1/-
Lock-inNone
Volatility19.55
AMCMotilal Oswal Asset Management Company Limited

Objective · The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.

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