OriginFunds
Motilal Oswal Mutual Fund

Motilal Oswal Large and Midcap Fund Regular - IDCW Payout/Reinvestment

Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund)Very High Risk★★★★★ISIN INF247L01981
NAV · 06-Jul-2026
25.5129
1M
+2.86%
6M
-0.57%
1Y (CAGR)
-2.20%
3Y (CAGR)
+14.23%
5Y (CAGR)
+11.40%
Since inception (CAGR)
+14.62%

NAV history

19.7123.0826.4504-07-202303-07-202625.49
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
20.07%
Downside dev (3y)
17.59%
Max drawdown (3y)
-30.0%
Sharpe (3y)
0.39
SIP XIRR (3y)
+6.21%
SIP XIRR (5y)
+11.12%
Calendar-year returns
2020 +12.6%2021 +40.8%2022 -5.3%2023 +30.1%2024 +35.9%2025 -10.4%

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.

scheme documents ↗