- Scheme Category:
- Equity Scheme >
- Large & Mid Cap Fund
NAV: ₹ ↑ 1.3%
NAV chart
SMA (Simple Moving Average)
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Returns
CAGR returns till date
CAGR returns of Motilal Oswal Large and Midcap Fund - Direct Plan Growth and its peers as on 27 May, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Large and Midcap Fund - Direct Plan Growth | 5.93% | 1.3% | 2.84% | 1.26% | 9.42% | 7.6% | 26.06% | 21.95% | - | - |
| SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth | -2.22% | -0.05% | 1.36% | 1.25% | -3.37% | 6.47% | 16.69% | 16.03% | 16.97% | 15.97% |
| ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth | -4.21% | 0.29% | 1.69% | -0.73% | -2.5% | 2.44% | 19.52% | 19.06% | 18.07% | 16.81% |
| HDFC Large and Mid Cap Fund - Growth Option - Direct Plan | -3.42% | 0.22% | 1.73% | 0.82% | -0.83% | 2.66% | 18.37% | 17.46% | 17.25% | 15.31% |
| Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option | -1.82% | 0.31% | 1.8% | 0.65% | -0.34% | 3.76% | 19.41% | 16.65% | 15.66% | 13.95% |
| Kotak Large & Midcap Fund - Direct- Growth | -2.6% | 0.36% | 1.96% | -0.89% | -3.32% | 4.59% | 17.65% | 16.2% | 17.08% | 16.7% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | 15.06% | 44.13% | 2.09% | 40.57% | 47.88% | -3.45% |
Discrete returns (monthly)
| Month | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -2.64% | -0.06% | 2.35% | 2.51% | -1.89% | -2.89% | -6.59% | -0.06% | -8.37% | 13.01% |
Returns from spefic dates
| Description | CAGR returns from 18 Oct 2021 (Nifty 50 2021 high) | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|---|
| Returns | 18.42% | 3.09% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 98.86% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 1.14% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| Eternal Limited | ETERNAL (INE758T01015) | Retailing | 5.53% |
| Muthoot Finance Limited | MUTHOOTFIN (INE414G01012) | Finance | 5.49% |
| Multi Commodity Exchange of India Limited | INE745G01043 | Capital Markets | 5.23% |
| CG Power and Industrial Solutions Limited | CGPOWER (INE067A01029) | Electrical Equipment | 5.00% |
| Waaree Energies Limited | WAAREEENER (INE377N01017) | Electrical Equipment | 4.76% |
| Shriram Finance Limited | SHRIRAMFIN (INE721A01047) | Finance | 4.60% |
| PTC Industries Limited | PTCIL (INE596F01018) | Industrial Products | 4.32% |
| Bharat Electronics Limited | BEL (INE263A01024) | Aerospace & Defense | 4.32% |
| Apar Industries Limited | APARINDS (INE372A01015) | Electrical Equipment | 4.24% |
| Billionbrains Garage Ventures Ltd | INE0HOQ01053 | Capital Markets | 4.18% |
| Premier Energies Limited | PREMIERENE (INE0BS701011) | Electrical Equipment | 3.84% |
| Onesource Specialty Pharma Limited | ONESOURCE (INE013P01021) | Pharmaceuticals & Biotechnology | 3.82% |
| Ather Energy Limited | ATHERENERG (INE0LEZ01016) | Automobiles | 3.46% |
| One 97 Communications Limited | PAYTM (INE982J01020) | Financial Technology (Fintech) | 3.43% |
| Amber Enterprises India Limited | AMBER (INE371P01015) | Consumer Durables | 3.34% |
| TVS Motor Company Limited | TVSMOTOR (INE494B01023) | Automobiles | 3.31% |
| Samvardhana Motherson International Limited | MOTHERSON (INE775A01035) | Auto Components | 3.17% |
| Gujarat Fluorochemicals Limited | FLUOROCHEM (INE09N301011) | Chemicals & Petrochemicals | 3.03% |
| Zen Technologies Limited | ZENTEC (INE251B01027) | Aerospace & Defense | 2.99% |
| Suzlon Energy Limited | SUZLON (INE040H01021) | Electrical Equipment | 2.69% |
| Bajaj Finance Limited | BAJFINANCE (INE296A01032) | Finance | 2.63% |
| Prestige Estates Projects Limited | PRESTIGE (INE811K01011) | Realty | 2.51% |
| Bharat Dynamics Limited | BDL (INE171Z01026) | Aerospace & Defense | 2.49% |
| Jain Resource Recycling Limited | JAINREC (INE0YD401026) | Diversified Metals | 2.24% |
| V2 Retail Limited | INE945H01021 | Retailing | 2.07% |
| Ola Electric Mobility Ltd | OLAELEC (INE0LXG01040) | Automobiles | 1.71% |
| GE Vernova T&D India Limited | GVT&D (INE200A01026) | Electrical Equipment | 1.60% |
| Religare Enterprises Limited | RELIGARE (INE621H01010) | Finance | 1.43% |
| State Bank of India | SBIN (INE062A01020) | Banks | 0.96% |
| IndusInd Bank Limited | INDUSINDBK (INE095A01012) | Banks | 0.46% |
Portfolio data is as on date 31 March, 2026
NAV history
Motilal Oswal Large and Midcap Fund - Direct Plan Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 27 May, 2026 | 38.7365 | 1.3% |
| 26 May, 2026 | 38.2395 | 0.46% |
| 25 May, 2026 | 38.0653 | 0.95% |
| 22 May, 2026 | 37.7074 | -0.22% |
| 21 May, 2026 | 37.7901 | 0.33% |
| 20 May, 2026 | 37.6671 | 0.49% |
| 19 May, 2026 | 37.4835 | 0.43% |
| 18 May, 2026 | 37.3220 | -2.19% |
| 15 May, 2026 | 38.1581 | -0.41% |
| 14 May, 2026 | 38.3133 | 0.63% |
| 13 May, 2026 | 38.0738 | 0.97% |
| 12 May, 2026 | 37.7096 | -2.76% |
| 11 May, 2026 | 38.7802 | -1.21% |
| 8 May, 2026 | 39.2569 | 0.38% |
| 7 May, 2026 | 39.1093 | 1.68% |
| 6 May, 2026 | 38.4618 | 1.07% |
| 5 May, 2026 | 38.0536 | 0.21% |
| 4 May, 2026 | 37.9743 | 0.47% |
| 30 April, 2026 | 37.7956 | -1.14% |
| 29 April, 2026 | 38.2316 | 0.04% |
| 28 April, 2026 | 38.2161 | -0.1% |
| 27 April, 2026 | 38.2544 | 0.98% |
| 24 April, 2026 | 37.8829 | -0.76% |
| 23 April, 2026 | 38.1720 | -0.07% |
| 22 April, 2026 | 38.1970 | 0.43% |
| 21 April, 2026 | 38.0319 | 0.68% |
| 20 April, 2026 | 37.7761 | 0.3% |
| 17 April, 2026 | 37.6636 | 1.12% |
| 16 April, 2026 | 37.2447 | 0.21% |
| 15 April, 2026 | 37.1671 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Motilal Oswal Large and Midcap Fund - Direct Plan Growth?
The latest NAV of Motilal Oswal Large and Midcap Fund - Direct Plan Growth is 38.7365 as on 27 May, 2026.What are YTD (year to date) returns of Motilal Oswal Large and Midcap Fund - Direct Plan Growth?
The YTD (year to date) returns of Motilal Oswal Large and Midcap Fund - Direct Plan Growth are 5.93% as on 27 May, 2026.What are 1 year returns of Motilal Oswal Large and Midcap Fund - Direct Plan Growth?
The 1 year returns of Motilal Oswal Large and Midcap Fund - Direct Plan Growth are 7.6% as on 27 May, 2026.What are 3 year CAGR returns of Motilal Oswal Large and Midcap Fund - Direct Plan Growth?
The 3 year annualized returns (CAGR) of Motilal Oswal Large and Midcap Fund - Direct Plan Growth are 26.06% as on 27 May, 2026.What are 5 year CAGR returns of Motilal Oswal Large and Midcap Fund - Direct Plan Growth?
The 5 year annualized returns (CAGR) of Motilal Oswal Large and Midcap Fund - Direct Plan Growth are 21.95% as on 27 May, 2026.