Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Motilal Oswal Large and Midcap Fund - Direct Plan Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 5/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 93/100 · Excellent
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)22.21%
- Expense ratio (20%)0.91%
- AUM (15%)₹20,159 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Motilal Oswal Mutual Fund · Equity · Large & MidCap
₹41.17
AUM: ₹20,159 Cr
NAV updated 7 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.91%
Exit Load
Exit load of 1%, if redeemed within 365 days.
Fund Manager
Aditya Khemani
Inception
Oct 2019
Benchmark
NIFTY Large Midcap 250 Total Return Index
Sharpe Ratio
0.28
Std Dev (1Y)
18.67%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.8%
3m
+4.24%
6m
+18.12%
1y
+7.44%
3y
+22.21%
5y
+18.76%
10y
—
since inception
+22.34%
TopFund's Take on Motilal Oswal Large and Midcap Fund - Direct Plan Growth
Motilal Oswal Large and Midcap Fund - Direct Plan Growth ranks among the stronger performers in the Large & MidCap category, backed by a 5-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 93/100.
Cost: At 0.91%, the expense ratio is roughly in line with the Large & MidCap category average of 0.88% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.28 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 18.67% is fairly typical for Large & MidCap funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Motilal Oswal Large and Midcap Fund - Direct Plan Growth
The current NAV (Net Asset Value) of Motilal Oswal Large and Midcap Fund - Direct Plan Growth is ₹41.17. NAV is updated every business day after market close by AMFI.
1Y: 7.44% · 3Y CAGR: 22.21% · 5Y CAGR: 18.76%
The expense ratio of Motilal Oswal Large and Midcap Fund - Direct Plan Growth is 0.91% per annum. This is the annual fee charged by the fund to manage your investment.
Motilal Oswal Large and Midcap Fund - Direct Plan Growth is managed by Aditya Khemani at Motilal Oswal Mutual Fund.
Motilal Oswal Large and Midcap Fund - Direct Plan Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Motilal Oswal Large and Midcap Fund - Direct Plan Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Motilal Oswal Large and Midcap Fund - Direct Plan Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Motilal Oswal Large and Midcap Fund - Direct Plan Growth is ₹20,159 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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