← Motilal Oswal Mutual Fund
Motilal Oswal Large and Midcap Fund - Direct Plan Growth
Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund)Very High Risk★★★★★ISIN INF247L01999
NAV · 06-Jul-2026
₹39.5762
1M
+2.94%
6M
+7.44%
1Y (CAGR)
+6.23%
3Y (CAGR)
+24.10%
5Y (CAGR)
+20.89%
Since inception (CAGR)
+22.38%
NAV history
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Risk & SIP analytics
Q1 · TOP · 3Y in categoryVolatility (3y)
19.02%
Downside dev (3y)
15.47%
Max drawdown (3y)
-26.1%
Sharpe (3y)
0.93
SIP XIRR (3y)
+16.64%
SIP XIRR (5y)
+21.41%
Calendar-year returns
2020 +14.6%2021 +43.2%2022 +3.2%2023 +40.0%2024 +48.0%2025 -3.1%
Fund facts
Fund managerSwapnil Mayekar · Ajay Khandelwal · Ankit Agarwal · Rakesh Shetty · Atul Mehra
AUM₹1,74,204 Cr
Expense ratio0.68% · 2026-05-31
TER · AMFI officialDirect 0.69% · Regular 1.67% (2026-06-30)
Launch date27-Sep-2019
Plan typeOpen Ended · Equity
Min lumpsum₹500
Min SIP₹500
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 ↗