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MF_147704

Motilal Oswal Large and Midcap Fund - Direct Plan Growth

Equity Scheme - Large & Mid Cap Fund

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End Amount
₹37,707.14
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
20.79%
MF_147704 Return
Benchmark CAGR
11.56%
Nifty 50
Inflation Adj. CAGR
15.17%
Real Annualized Return
Alpha
0.10
Excess Return vs Benchmark
Beta
0.98
Volatility vs Benchmark
Sharpe Ratio
0.76
Risk-Adjusted Return
Sortino Ratio
1.11
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 63% 49% 29%
60 days 71% 30% 23%
90 days 73% 26% 20%
180 days 70% 21% 11%
1Yr 77% 15% 4%
3Yr 100% 11% 0%
5Yr 100% 10% 0%
7Yr 100% 9% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Motilal Oswal Large and Midcap Fund - Direct Plan Growth Nifty 50
30 days -33.6% | -76.2% | 34.3% | 289.1% 26.6% | -64.2% | 13.9% | 210.0%
60 days -39.8% | -75.2% | 33.0% | 164.2% -23.0% | -52.3% | 14.4% | 143.3%
90 days -7.7% | -66.3% | 31.6% | 136.3% -25.0% | -65.1% | 15.0% | 121.9%
1 Year 0.3% | -2.6% | 19.5% | 73.6% -10.0% | -5.6% | 11.9% | 62.3%
3 Years 20.7% | 17.4% | 27.0% | 34.1% 7.7% | 6.8% | 15.0% | 27.0%
5 Years 17.2% | 17.9% | 25.2% | 33.3% 6.4% | 6.0% | 15.5% | 23.9%
7 Years 20.5% | 20.1% | 20.5% | 20.8% 11.2% | 11.0% | 11.3% | 11.4%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 11 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 20, 2020 Nov. 24, 2020 278 days 37% Nifty 50: 37% 11106 6949 11168
March 3, 2021 May 18, 2021 76 days 5% Nifty 50: 6% 13651 12916 13652
Nov. 10, 2021 Jan. 8, 2022 59 days 8% Nifty 50: 8% 17688 16255 17689
Jan. 17, 2022 Dec. 10, 2022 327 days 23% Nifty 50: 16% 18100 13930 18144
Dec. 14, 2022 May 6, 2023 143 days 7% Nifty 50: 9% 18260 16994 18299
Oct. 16, 2023 Nov. 8, 2023 23 days 5% Nifty 50: 4% 22330 21200 22460
Feb. 23, 2024 March 28, 2024 34 days 8% Nifty 50: 2% 26858 24841 26859
Sept. 23, 2024 Oct. 12, 2024 19 days 6% Nifty 50: 4% 36589 34283 36723
Oct. 15, 2024 Dec. 11, 2024 57 days 12% Nifty 50: 7% 37074 32778 37193
Dec. 16, 2024 May 7, 2026 507 days 26% Nifty 50: 10% 37748 27909 38248
Aug. 31, 2026 Oct. 30, 2026 60 days 11% Nifty 50: 8% 40993 36420 37707