Motilal Oswal Large and Mid Cap Fund Direct Growth

Scheme code: INF247L01999 NAV value: ₹ 33.9363 NAV date: 19 March, 2026 TER: 0.00%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-7.30	91.10	24.18	29.45	14.06
3 year	16.22	36.66	27.79	27.05	20.95
5 year	19.28	34.98	28.62	27.81	17.1

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	29.45
3 year	6.28	30.95	15.04	27.05
5 year	8.38	26.02	14.22	27.81
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	29.45
3 year	6.56	19.64	13.57	27.05
5 year	9.22	12.29	10.75	27.81

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	29.45
3 year	7.68	21.49	15.06	27.05
5 year	10.37	13.5	11.93	27.81

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.72	22.91	5.17	29.45
3 year	10.41	25.89	18.61	27.05
5 year	13.4	16.23	14.81	27.81

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,52,625 - Absolute Returns: ₹1,52,625 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,86,655 - Absolute Returns: ₹15,86,655 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,15,07,099 - Absolute Returns: ₹55,07,099 - CAGR: %

Max Drawdown

-37.44 %

Drawdown Duration

1 months

Recovery Time

8 months

Avg Drawdown

-6.00 %

1 Y

0.7867

3 Y

0.7226

5 Y

0.7429

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	10.03	1.22	124.2	112.1	13.47 %	4.00 %
3 years	12.52	1.06	110.3	93.8	24.08 %	11.28 %
5 years	10.25	0.98	101.6	89.0	19.63 %	9.44 %
7 years	8.21	0.92	96.0	86.2	18.44 %	10.54 %
10 years	5.37	0.92	96.0	86.2	12.58 %	7.27 %
12 years	4.32	0.92	96.0	86.2	10.38 %	6.02 %
15 years	3.30	0.92	96.0	86.2	8.22 %	4.79 %