Motilal Oswal Large and Midcap Fund
Large & Mid Cap Fund
Launch Date: 27 Sept 2019
Suitable for
Investment Period
5+ year investments
Moderate risk investors
Okay with some fluctuations but prefer steadier growth.
Review
Delivers good overall performance with strong recent results and lower risk, though long-term data is limited.
Motilal Oswal Large and Midcap Fund
Large & Mid Cap Fund
Fund Health
Returns 📈
Typically 24-31% if held 5+ years
Risk ⚠️
Risk of less than FD returns -
Very Low
Quality 🏆
Extra Returns for the Risk -
Strong
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 5Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Motilal Oswal Large And Midcap Fund | 28% | 24% | 0% | Good |
Mirae Asset Large & Midcap Fund | 19% | 16% | 5% | Good |
Kotak Large & Midcap Fund | 18% | 17% | 9% | Average |
Nifty Largemid250 Benchmark | 17% | 18% | 10% | — |
Large & Mid Cap Fund Category Average | 17% | 17% | 12% | — |
Return
Recent
Good
Better or close to other funds / index
Overall
Good
Done well in recent years, but average long-term performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Good
Strong overall performance across all metrics. Can also consider index fund as it's risk and return are very close to top performing funds, and low expense ratio.
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Track Record
Recent Performance
+50%
+30%
+10%
-10%
0%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Mar '20
Jun '22
Mar '23
Feb '25
Index
Fund
During big market falls, your fund tracks the market.
Recovery time after falls
12 months
Fund
|
12 months
Index
Average time taken to recover after a major fall
Fastest recovery
3 mth|3 mth
Slowest recovery
21 mth|23 mth
Details
AUM
₹5491 Cr
Expense Ratio
0.66%
Exit Load
N/A
Minimum Amount
N/A
Fund Manager
N/A
Fund House
Motilal Oswal Asset Management Company Limited
Launch Date
27 Sept 2019
Age
6 years
Category
Large & Mid Cap Fund
Benchmark
NIFTY LARGEMID250 TRI
FAQs
Is Motilal Oswal Large and Midcap Fund a good mutual fund?
Motilal Oswal Large and Midcap Fund is a Good fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 28%
•
Risk of earning less than FD returns has been Very Low
•
Performance consistency has been Good
Compared with other funds in the Large & Mid Cap Fund category, it has delivered better returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 5+ years.
Should I invest in Motilal Oswal Large and Midcap Fund?
If you're looking for a Large & Mid Cap Fund fund, Motilal Oswal Large and Midcap Fund is one of the stronger options based on its long-term returns, risk management and consistency.
However, your investment horizon, risk tolerance and existing portfolio should also be considered before investing.
Is Motilal Oswal Large and Midcap Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Motilal Oswal Large and Midcap Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 0% of periods.
This suggests the fund carries less risk relative to its peers.
Can I lose money in Motilal Oswal Large and Midcap Fund?
Yes.
Like all equity mutual funds, Motilal Oswal Large and Midcap Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 5+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
What returns can I expect from Motilal Oswal Large and Midcap Fund?
Historically, investors holding Motilal Oswal Large and Midcap Fund for 5+ years experienced:
•
Typical returns around 28% p.a.
•
Best represented by recent returns of 20% p.a.
•
Worst historical outcome of 19% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
How risky is Motilal Oswal Large and Midcap Fund?
Motilal Oswal Large and Midcap Fund has a Very Low risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 0%
•
Average fall during major market declines: 20%
•
Average recovery time: 12 months
How does Motilal Oswal Large and Midcap Fund perform during market crashes?
During major market declines, Motilal Oswal Large and Midcap Fund has historically fallen around 20% compared with 21% for its benchmark.
This means the fund has protected investors better than the benchmark during difficult periods.
How long does Motilal Oswal Large and Midcap Fund take to recover after a fall?
Historically, Motilal Oswal Large and Midcap Fund has taken around 12 months to recover from major market declines.
The benchmark recovered in approximately 12 months.
Faster recovery times generally indicate stronger resilience during market corrections.
Who should invest in Motilal Oswal Large and Midcap Fund?
Motilal Oswal Large and Midcap Fund may be suitable for investors who:
•
Have an investment horizon of at least 5+ years
•
Are comfortable with Moderate risk
•
Want exposure to Large & Mid Cap Fund funds
Who should avoid Motilal Oswal Large and Midcap Fund?
This fund may not be suitable for investors who:
•
Need money within 5+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Motilal Oswal Large and Midcap Fund suitable for SIP investing?
Motilal Oswal Large and Midcap Fund can be suitable for SIP investors with a horizon of at least 5+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Motilal Oswal Large and Midcap Fund earns less than a fixed deposit?
Historically, investors holding Motilal Oswal Large and Midcap Fund for 3 years earned less than FD returns in approximately 0% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
How consistent is Motilal Oswal Large and Midcap Fund?
Motilal Oswal Large and Midcap Fund has shown Good consistency compared with other funds in its category.
Historically:
•
Top performer: 56%
•
Bottom performer: 14%
Is the extra return from Motilal Oswal Large and Midcap Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Motilal Oswal Large and Midcap Fund delivered Good risk-adjusted returns compared with similar funds.
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