Motilal Oswal Large & Midcap Fund SIP Calculator
Calculate historical returns and project future compounding for Motilal Oswal Large & Midcap. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Large & Mid Cap
AUM
₹20,159 Cr
Expense Ratio
0.91%
Fund Manager
Aditya Khemani
Motilal Oswal Large & Midcap Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 20.9% CAGR | 5 Years @ 18.4% CAGR | 10 Years @ 18.4% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹50,392 Invested: ₹36,000 | ₹98,728 Invested: ₹60,000 | ₹3,44,501 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,25,979 Invested: ₹90,000 | ₹2,46,821 Invested: ₹1,50,000 | ₹8,61,252 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,51,958 Invested: ₹1,80,000 | ₹4,93,642 Invested: ₹3,00,000 | ₹17,22,505 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹5,03,915 Invested: ₹3,60,000 | ₹9,87,284 Invested: ₹6,00,000 | ₹34,45,009 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹12,59,788 Invested: ₹9,00,000 | ₹24,68,211 Invested: ₹15,00,000 | ₹86,12,523 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (20.95%), 5-year (18.38%), and 10-year (18.38%) performance data. Actual mutual fund returns fluctuate with market NAV.
Expert Editorial Analysis & Investment Review
Independent, data-driven assessment of Motilal Oswal Large & Midcap Fund covering strategy, benchmark tracking, risk metrics, and suitability for long-term SIP portfolios.
Fund Overview
Motilal Oswal Large & Midcap Fund is a high-performing scheme in the Large & Mid Cap category, managed by Aditya Khemani and benchmarked against NIFTY Large Midcap 250 TRI. Featuring an Asset Under Management (AUM) of ₹18,445 crore and an expense ratio of 0.93% (Direct), the fund offers investors disciplined exposure to quality growth assets.
Who Should Invest
This scheme is designed for investors with a long-term investment horizon (5+ years) looking for optimal capital appreciation in large & mid cap. It is well-suited for portfolio growth and long-term financial goals through systematic investments (SIP).
Key Strengths
- Disciplined Portfolio Management: Overseen by Aditya Khemani following strict valuation and growth metrics.
- Strong Category Leadership: Recognized for consistent performance with a 3-Year CAGR of 27.5%.
- Low Expense Ratio: Direct plan pricing of 0.93% (Direct) enhances net returns over long compounding periods.
Risks to Consider
- Market Fluctuations: Short-term NAV movements are influenced by broader economic and stock market developments.
- Category Specifics: Investors should align their risk appetite with the fund’s large & mid cap mandate.
Performance Context
Motilal Oswal Large & Midcap Fund has demonstrated strategic agility through past market cycles, delivering a robust 3-year return of 27.5%.
Use Our SIP Calculator with This Fund
To project returns for Motilal Oswal Large & Midcap Fund using actual historical NAV data, launch our interactive SIP Calculator.
About Motilal Oswal Large & Midcap Fund
A high-conviction large & mid-cap fund following Motilal Oswal's QGLP (Quality, Growth, Longevity, Price) philosophy.
Investment Strategy
Focused, high-conviction portfolio targeting industry leaders with high pricing power.
Key Facts
- Follows QGLP high-conviction investment framework
- Expense ratio: 0.93% (Direct)
- Benchmark: NIFTY Large Midcap 250 TRI
Historical Returns
3-Year CAGR
20.95%
5-Year CAGR
18.38%
10-Year CAGR
Benchmark
NIFTY Large Midcap 250 TRI
Returns are illustrative based on historical performance. Actual returns may vary. Verify with AMC before investing.
Top Holdings & Sector Allocation
As of September 2026, Motilal Oswal Large & Midcap's portfolio includes:
Top 5 Holdings
- Zomato Ltd
- Trent Ltd
- Jio Financial Services
- ICICI Bank
- Prestige Estates
Sector Allocation
Who Is This Fund Suitable For?
Ideal for aggressive equity investors seeking focused exposure to market leaders.
More Funds from Motilal Oswal & Similar Schemes
Similar Funds to Consider
- Mirae Asset Large & Midcap Fund
- Kotak Equity Opportunities Fund
Or compare side by side using our main SIP calculator — you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Motilal Oswal Large & Midcap Investors
- FIRE Calculator — Plan your retirement corpus with Motilal Oswal Large & Midcap as part of your portfolio
- Cost of Delay Calculator — See how much delaying your SIP in Motilal Oswal Large & Midcap could cost you
- SIP vs EMI Calculator — Compare investing in Motilal Oswal Large & Midcap vs paying off loans
Frequently Asked Questions About Motilal Oswal Large & Midcap
What is the historical SIP return of Motilal Oswal Large & Midcap?
Based on the latest data, Motilal Oswal Large & Midcap has delivered an annualized return (CAGR) of 20.95% over 3 years, 18.38% over 5 years, and undefined over 10 years. Past performance does not guarantee future results.
How is Motilal Oswal Large & Midcap SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would ₹5,000 monthly SIP in Motilal Oswal Large & Midcap generate over 5 years?
At an estimated annual return rate of 18.38%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹4,93,642 in 5 years, yielding an estimated wealth gain of ₹1,93,642. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Motilal Oswal Large & Midcap?
Motilal Oswal Large & Midcap's top holdings include Zomato Ltd, Trent Ltd, Jio Financial Services, and ICICI Bank. The fund's sector allocation is diversified across multiple sectors.
What is the risk profile of Motilal Oswal Large & Midcap?
Motilal Oswal Large & Midcap is a Large & Mid Cap fund with moderate to high risk depending on market conditions. Investors should assess their risk tolerance before investing..
What are the tax implications of investing in Motilal Oswal Large & Midcap?
Gains from Motilal Oswal Large & Midcap are subject to capital gains tax. Equity funds held over 1 year qualify for LTCG at 12.5% on gains above ₹1.25 lakh per year. Consult a tax advisor for your specific situation.
Data last updated: September 2026 | Fund data sourced from AMFI and BSE public APIs
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