MF Gyan
mid capHigh risk7 years oldAccelerating recently (last 6m ≈ 44% p.a.)

Motilal Oswal Large and Midcap Fund - Direct Plan - Growth

Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From Motilal Oswal Mutual Fund. It's been running since 22 Oct 2019.

Latest price per unit
₹41.2237
▼ 0.10% today
As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.13 L
▲ ₹13.3k gain · 13.3% / year
Invested 3 years ago
₹1.87 L
▲ ₹87.2k gain · 23.2% / year
Invested 5 years ago
₹2.38 L
▲ ₹1.38 L gain · 18.9% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.29 L
Gain / loss+₹48.6k
XIRR (annualised)16.98%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.36 L
Projected gain*+₹55.9k
*at this fund's historical rate of 16.98% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 52 other funds in Equity Scheme - Large & Mid Cap Fund

Same plan
1-year return
13.35%median 5.77% (+7.58%)
Rank #5 of 53Beats 92% of peers
3-year return
23.24%median 14.78% (+8.46%)
Rank #1 of 53Beats 100% of peers
5-year return
18.89%median 12.40% (+6.49%)
Rank #2 of 53Beats 98% of peers
Bumpiness (3Y)
19.16%median 15.14% (+4.02%)
Rank #48 of 53Less risky than 8% of peers
Worst-ever drop
-37.44%median -37.94% (+0.51%)
Rank #29 of 53Less risky than 46% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 6 of last 7 years were positive.

+14%
2020
+42%
2021
+2%
2022
+40%
2023
+47%
2024
-4%
2025
+13%
2026
Best year
2024 · 47.18%
Worst year
2025 · -3.58%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
19.2%

The value swings roughly 19% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-37.44%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Motilal Oswal Large and Midcap Fund - Direct Plan - Growth against other mid cap funds.

Technical details (for the pros)
CAGR — 1 year13.35%
CAGR — 3 years23.24%
CAGR — 5 years18.89%
CAGR — since launch22.50%
Volatility — 1 year (annualised)18.16%
Volatility — 3 years (annualised)19.16%
Max drawdown — 1 year-15.88%
Max drawdown — 3 years-26.06%
Sharpe ratio — 1 year (rf=6%)0.38
Sharpe ratio — 3 years (rf=6%)0.80

Fund info

Fund house
Motilal Oswal Mutual Fund
Category
Equity Scheme - Large & Mid Cap Fund
Plan
Direct
Option
Growth
ISIN (Growth)
INF247L01999
ISIN (Div re-invest)
—
Fund code
147704
First price on record
22 Oct 2019 · 1,697 daily prices

About Motilal Oswal Large and Midcap Fund - Direct Plan - Growth

Motilal Oswal Large and Midcap Fund - Direct Plan - Growth is a Equity Scheme - Large & Mid Cap Fund offered by Motilal Oswal Mutual Fund under the Direct plan with the Growth option. It has approximately 7 years of NAV track record. The fund falls in the mid cap category — Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings.

The current NAV of Motilal Oswal Large and Midcap Fund - Direct Plan - Growth is ₹41.2237 (as of 4 Sep 2026). Historically, it has delivered 13.34% over the last year, 23.24% CAGR over 3 years, 18.89% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 19.2% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 37.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Motilal Oswal Large and Midcap Fund - Direct Plan - Growth?+

The latest NAV of Motilal Oswal Large and Midcap Fund - Direct Plan - Growth is ₹41.2237 as of 4 Sep 2026, down 0.10% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Motilal Oswal Large and Midcap Fund - Direct Plan - Growth?+

Motilal Oswal Large and Midcap Fund - Direct Plan - Growth has delivered 1-year return 13.34%, 3-year CAGR 23.24%, 5-year CAGR 18.89%, since-inception CAGR 22.50%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Motilal Oswal Large and Midcap Fund - Direct Plan - Growth belong to?+

Motilal Oswal Large and Midcap Fund - Direct Plan - Growth is categorised as Equity Scheme - Large & Mid Cap Fund. Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings.

How risky is Motilal Oswal Large and Midcap Fund - Direct Plan - Growth?+

Based on its 3-year annualised volatility of 19.2%, Motilal Oswal Large and Midcap Fund - Direct Plan - Growth sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Motilal Oswal Large and Midcap Fund - Direct Plan - Growth a direct plan?+

Motilal Oswal Large and Midcap Fund - Direct Plan - Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Motilal Oswal Large and Midcap Fund - Direct Plan - Growth?+

Motilal Oswal Large and Midcap Fund - Direct Plan - Growth has NAV history available from 22 Oct 2019 — approximately 7 years of track record and 1,697 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.