82
Large & Mid CapStrong Buy
Motilal Oswal Large And Midcap
Motilal Oswal · Direct–Growth · rank #2 of 36 by Smart Score
Data updated
Trailing returns
1 Year
13.4%
+8.1% vs index
3 Years
23.2%
5 Years
18.9%
Since launch
22.5%
Year-by-year performance
2021
+43.2%—
2022
+3.2%—
2023
+40.0%—
2024
+48.0%+29.5% vs index
2025
-3.1%-11.5% vs index
2026
+12.7%+13.1% vs index
Why this score
Motilal Oswal Large And Midcap scores 82/100 — #2 of 36 Large & Mid Cap fund (Strong Buy). It stands out for 5y return and 3y return — beating 98% of peers on 5y return. The main drag is its volatility (better than only 2% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
5Y return18.89% · 98th percentile in category
3Y return23.24% · 94th percentile in category
Sharpe ratio0.91 · 92nd percentile in category
Volatility21.40 · 2nd percentile in category
Alpha6.18 · 98th percentile in category
Sortino ratio1.21 · 95th percentile in category
Top holdings
1.Zomato Ltd5.41%
2.One 97 Communications Ltd5.26%
3.Shriram Transport Finance Company Ltd4.72%
4.Muthoot Finance Ltd4.57%
5.Gujarat Fluorochemicals Ltd4.39%
33 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.