Motilal Oswal Large and Midcap Fund - Direct Plan Growth
Motilal Oswal Mutual Fund · Equity · mandate: ≥35% in large-caps and ≥35% in mid-caps · benchmark: NIFTY LargeMidcap 250 TRI (TRI proxy)
AUM (all plans)
17,050 cr
TER direct / regular
0.89% / 1.85%
Active return /yr (full)
—
Score
76
Rank (Score, pool)
#1 of 35
Percentile (full, pool)
—
IR vs benchmark
0.71
CAGR (absolute)
22.6%
Max drawdown
-29.2%
Months of data
82
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
—
-3.8%
—
50
—
—
19.6%
12
FY23
8.9%
8.1%
2.48
96
3.5%
0.3%
9.2%
12
FY24
8.2%
8.9%
1.13
87
5.0%
45.3%
53.6%
12
FY25
8.2%
4.9%
0.67
67
14.0%
7.1%
15.3%
12
FY26
3.5%
3.8%
0.35
76
11.1%
-1.1%
2.5%
12
FY27*
11.1%
9.5%
1.87
82
12.8%
16.2%
27.3%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2022
+0.2
-1.8
-4.1
-0.5
+0.3
-0.5
+1.0
-0.5
+2.2
+0.7
+0.6
+1.6
-0.9
2023
+0.7
+2.5
+0.5
-1.8
+1.4
+0.9
-1.1
+2.3
+0.1
+0.6
+2.0
-2.0
+5.9
2024
+0.4
+1.7
+1.3
+1.5
-0.3
+1.8
-0.8
+3.5
+3.7
+2.8
+1.7
+5.5
+25.2
2025
-9.1
-4.4
+3.4
-1.4
+8.4
-0.7
-0.1
-0.7
+3.2
-1.2
-3.6
-2.4
-9.1
2026
-1.2
+0.5
+3.0
+5.5
+0.6
+2.0
-3.4
+5.3
+12.6
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
+1.4
+1.6
+3.1
2020
+4.3
-3.7
-26.5
+10.5
-2.4
+8.3
+2.9
+3.6
-0.3
+3.1
+12.5
+7.6
+14.6
2021
-0.2
+9.2
+2.2
-0.5
+6.2
+4.4
+7.4
+5.6
+0.2
+0.5
+0.1
+2.0
+43.2
2022
-0.7
-6.6
+0.2
-0.8
-4.1
-5.5
+11.4
+4.6
-0.4
+3.9
+3.4
-1.0
+3.2
2023
-2.3
+0.3
+0.4
+2.8
+5.8
+5.8
+3.2
+3.3
+2.7
-2.6
+9.8
+5.6
+40.0
2024
+3.1
+2.7
+1.9
+5.8
+1.2
+9.0
+3.8
+4.3
+5.8
-3.8
+1.8
+4.9
+48.0
2025
-13.0
-12.8
+10.7
+2.2
+12.7
+3.1
-2.8
-2.7
+4.4
+3.3
-2.0
-2.7
-3.1
2026
-4.4
+1.4
-8.4
+16.5
+1.4
+3.2
-1.3
+5.8
+13.1
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard