← Motilal Oswal Mutual Fund
Motilal Oswal Large and Midcap Fund Direct - IDCW Payout/Reinvestment
Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund)Very High Risk★★★★★ISIN INF247L01AB3
NAV · 06-Jul-2026
₹27.9721
1M
+2.94%
6M
-0.06%
1Y (CAGR)
-1.20%
3Y (CAGR)
+15.97%
5Y (CAGR)
+12.79%
Since inception (CAGR)
+16.20%
NAV history
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Risk & SIP analytics
Q2 · 3Y in categoryVolatility (3y)
19.96%
Downside dev (3y)
17.36%
Max drawdown (3y)
-29.4%
Sharpe (3y)
0.47
SIP XIRR (3y)
+7.72%
SIP XIRR (5y)
+12.58%
Calendar-year returns
2020 +14.6%2021 +43.1%2022 -3.9%2023 +30.3%2024 +38.3%2025 -9.0%
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
Volatility20.22
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 ↗