Motilal Oswal Large and Midcap Fund Direct - IDCW Payout/Reinvestment
Motilal Oswal Mutual Fund Equity Large & Mid Cap Fund
Expense Ratio
0.66%
AUM
₹21.14 Cr
Plan Type
Direct
Market Cap
Large-Mid
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-68.04%
Poor
6 Months
-14.97%
Poor
1 Year
-5.49%
Poor
3 Years
+15.10%
Good
5 Years
+15.22%
Good
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹21.14 Cr
Recent Trend
Growing
Stability Score
78.0
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+324.75%
3Y
3Y CAGR
+319.69%
5Y
5Y CAGR
+2593.11%
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
17.80%
Annualized standard deviation
Sharpe Ratio
0.778
Fair - Risk-adjusted return
Max Drawdown
-29.40%
High - Worst decline
Consistency
65.1%
Performance consistency
Volatility Breakdown
Daily Volatility
1.12%
Average daily price movement
Annualized Volatility
17.80%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance