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
2.6%
+6.0% vs index
3 Years
20.1%
5 Years
17.5%
Since launch
21.4%
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
+8.3%+13.4% 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 return17.47% · 98th percentile in category
3Y return20.09% · 94th percentile in category
Sharpe ratio0.74 · 95th percentile in category
Volatility21.93 · 2nd percentile in category
Sortino ratio0.96 · 95th percentile in category
Alpha8.74 · 95th percentile in category
Top holdings
1.One 97 Communications Ltd6.11%
2.Zomato Ltd4.95%
3.PTC Industries Ltd4.73%
4.Multi Commodity Exchange Of India Ltd4.6%
5.Sterlite Technologies Ltd4.32%
34 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.