Home/Funds/Queen Bees/Motilal Oswal Large and Midcap Fund
MO
Motilal Oswal Mutual Fund

Motilal Oswal Large and Midcap Fund

👑 Queen BeesLarge & Mid CapEquityOn the Crowwd shelf: The Drone
NAV 27 Oct 2026₹34.88+2.27% on the day
1 year-0.9%category -5.7%
3 years+19.3%a year, category +11.8%
5 years+15.7%a year, category +9.5%
Since launch+19.1%a year, from 22 Oct 2019

How ₹10,000 has grown

Net asset value of the Regular plan, growth option. Daily history from AMFI.
₹9,909is what ₹10,000 put in on 27 Oct 2025 is worth today-0.9% (-0.9% a year)
38.035.232.429.5Oct 2025Jan 2026Apr 2026Jul 2026Oct 2026
Source: AMFI via api.mfapi.in. As on 27 Oct 2026.

Returns

Point to point, as on 27 Oct 2026. Periods of a year or more are annualised. Category is the average of the 32 open-ended Regular growth Large & Mid Cap funds on AMFI’s list.
PeriodThis fundCategoryRank
1 month-5.2%
6 months+0.3%
This yearsince 31 Dec+4.7%
1 year-0.9%
a year
-5.7%
a year
3 of 32
3 yearsannualised+19.3%
a year
+11.8%
a year
2 of 26
5 yearsannualised+15.7%
a year
+9.5%
a year
1 of 26
10 yearsannualisednot old enough
Since launch22 Oct 2019+19.1%
a year

If you had run a SIP

₹10,000 on the first NAV date of every month, annualised return (XIRR) to 27 Oct 2026.
3 years+9.2%₹3.6 lakh invested, a year
5 years+16.6%₹6 lakh invested, a year
10 yearsnot yetfund is 7 years old

Year by year

Calendar-year returns, last NAV of each December.
+13%2020
+41%2021
+2%2022
+38%2023
+46%2024
-4%2025
+5%2026

How bumpy the ride has been

Computed from the fund’s own price history. This is a description of past price behaviour, not the SEBI riskometer (riskometer: Very High).
LowModerateHighVery high

Very high swing. Big swings in both directions. Built for money you can leave alone for many years.

Volatility19.3%annualised, 3 years
Worst fall-37.5%Feb 2020 to Mar 2020
Recovery8 momonths back to the old high
1-year windows positive88%of 73 rolling one-year periods
Worst 1 year-4.2%any 12-month window
Best 1 year+71.3%any 12-month window
On the Crowwd shelf

What it is, in plain words

A plain, do everything India equity fund. The manager can hold big, medium or small companies and moves between them as she sees fit. Over ten years it has beaten its index, which is a good record for a fund this size. It swings about in the short run, so this is money you should not need for at least five years. At over one lakh crore it is one of the largest funds in India, which makes it steady but slow to turn.

Holds The fund holds 96.71% equities and has 0.52% net recieveables.

Measured against It is a stock market index that tracks the performance of 250 Indian companies, combining the top 100 large-cap stocks from the Nifty 100 and 150 mid-cap stocks from the Nifty Midcap 150.

Fund facts

From AMFI’s scheme master and the Crowwd Fund Sheets.
Fund houseMotilal Oswal Mutual Fund
CategoryLarge & Mid Cap
Theme on CrowwdQueen Bees
Launched22 Oct 2019 (7 years)
Plan and optionRegular, Growth
ISININF247L01965
AMFI scheme code147701
52-week range₹29.53 to ₹38.00
Assets under management₹19,832 crore
Expense ratio1.79% a year, as on 21 Oct 2026
Exit load1% if redeemed within 365 days
Minimum SIP₹500
Minimum lump sum₹500
RiskometerVery High
Fund managerMr. Ajay Khandelwal (Dec 11, 2023), Mr. Rakesh Shetty (Nov 22, 2022), Mr. Atul Mehra, Mr. Swapnil Mayekar (Nov 18, 2025), Mr. Ankit Agarwal (March 16, 2026), Mr. Varun Sharma
BenchmarkNifty Large Midcap 250 TRI
Redemption credit2 to 3 working days
Same theme

More funds in Queen Bees

All Queen Bees →
Invesco India Large & Mid Cap FundInvesco · Large & Mid Cap
+19.4%3y a year
Nippon India Nifty Next 50 Junior BeES FOFNippon India · FoF Domestic
+15.6%3y a year
HSBC Large & Mid Cap FundHSBC · Large & Mid Cap
+15.5%3y a year
Kotak Nifty Next 50 Index FundKotak Mahindra · Equity Index
+15.5%3y a year
UTI - Nifty Next 50 Index FundUTI · Equity Index
+15.5%3y a year
SBI Nifty Next 50 Index FundSBI · Equity Index
+15.5%3y a year
Same house

More from Motilal Oswal

Motilal Oswal NASDAQ 100 Fund of FundMotilal Oswal · FoF Domestic
+34.8%3y a year
Motilal Oswal Gold and Silver Passive Fund of FundsMotilal Oswal · FoF Domestic
+31.6%3y a year
Motilal Oswal S&P 500 Index FundMotilal Oswal · Equity Index
+28.5%3y a year
Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOFMotilal Oswal · FoF Overseas
+24.0%3y a year
Invest in Motilal Oswal Large and Midcap Fund from the Crowwd appKYC in a few minutes, SIP or one time, Regular plan. Your Hive, your exposure and every order in one place.
Get the app

Crowwd Network India Private Limited is an AMFI-registered Mutual Fund Distributor, ARN-364802. Mutual fund investments are subject to market risks. Read all scheme related documents carefully. This page describes how Motilal Oswal Large and Midcap Fund has behaved using NAV history published by AMFI; returns are of the Regular plan, growth option, and past performance does not guarantee future returns. It is information, not advice, and no fund is recommended to you. Category averages and ranks are computed by Crowwd across the open-ended Regular growth schemes in the same AMFI category and are not official rankings.

Which Hive are you?Six questions, two minutes, no sign-up first.