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Motilal Oswal Large and Midcap Fund Regular - IDCW Payout/Reinvestment

Motilal Oswal · Mid Cap
High
₹23.94
Current NAV
23 Oct 2026
-10.4%
1Y Return
9.9%
3Y CAGR
7.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 2.56).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Mid Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.56
Sharpe Ratio
0.76
Beta
2.56
Alpha
0.65
Sortino
Fund Details
Fund House Motilal Oswal
Category Mid Cap
AUM ₹3610 Cr
Expense Ratio 1.16%
Min SIP ₹500
Min Lumpsum ₹1000
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