Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Large & Mid Cap Fund ) / AMFI 147704

Motilal Oswal Large and Midcap Fund - Direct Plan Growth

Motilal Oswal Mutual Fund • Open Ended Schemes ( Equity Scheme - Large & Mid Cap Fund ) • Direct Plan • Growth

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹40.7048
AMFI Code / ISIN
147704 / INF247L01999
Category Peer Standing
#4 of 102 ranked peers in Open Ended Schemes ( Equity Scheme - Large & Mid Cap Fund ) by 3Y Sortino
Historical Track
2019-10-22 to 2026-11-09 (1,741 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+8.28% p.a.
3Y CAGR
+21.09% p.a.
5Y CAGR
+17.76% p.a.
10Y CAGR
N/A
Since Inception CAGR
+21.65% p.a.
Sortino Ratio (3Y)
1.03
Sharpe Ratio (3Y)
0.75
Calmar Ratio
0.56
Annualized Volatility (3Y)
+19.42%
Maximum Drawdown
-37.44%
1Y / 3Y / 5Y Rolling Mean CAGR
+27.21% / +26.54% / +25.40%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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