What is the 5-year rolling return of Motilal Oswal Large and Midcap Fund?

Across 498 overlapping 5-year holding periods between 22 October 2019 and 16 October 2026, the Direct plan of Motilal Oswal Large and Midcap Fund returned an average of 25.57% a year, with a median of 25.27%. The best 5-year stretch returned 35.01% a year and the worst returned 17.36%.

Has Motilal Oswal Large and Midcap Fund ever lost money over 5 years?

No. Every one of the 498 5-year holding periods in this fund's history ended in profit. The weakest returned 17.36% a year, for someone who invested on 18 October 2021. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Motilal Oswal Large and Midcap Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 25.57% a year on the Direct plan against 23.79% on the Regular plan, a difference of 1.78% a year.

What is the 1-year rolling return of Motilal Oswal Large and Midcap Fund?

Across 1,482 overlapping 1-year holding periods between 22 October 2019 and 16 October 2026, the Direct plan of Motilal Oswal Large and Midcap Fund returned an average of 27.44% a year, with a median of 19.85%. The best 1-year stretch returned 91.10% a year and the worst returned -7.30%.

What is the 3-year rolling return of Motilal Oswal Large and Midcap Fund?

Across 991 overlapping 3-year holding periods between 22 October 2019 and 16 October 2026, the Direct plan of Motilal Oswal Large and Midcap Fund returned an average of 26.59% a year, with a median of 27.07%. The best 3-year stretch returned 36.66% a year and the worst returned 16.52%.

What is the 7-year rolling return of Motilal Oswal Large and Midcap Fund?

Motilal Oswal Large and Midcap Fund has 2 windows at the 7-year holding period, because its NAV record begins on 22 October 2019. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Motilal Oswal Mutual Fund

Motilal Oswal Large and Midcap Fund — rolling returns

Large & Mid Cap · NAV data as of 16 October 2026

1,725 daily NAV records since 22 October 2019

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 498 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 22 October 2019 to 16 October 2026

Average rolling return

25.57%

Windows computed

498

Median return

25.27%

Standard deviation

4.75%

Best 5-year window

35.01%a year

Invested 18 May 2020 · exited 16 May 2025

Worst 5-year window

17.36%a year

Invested 18 Oct 2021 · exited 16 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (498 of 498)
Above 8%: 100.0% (498 of 498)
Above 12%: 100.0% (498 of 498)
Above 15%: 100.0% (498 of 498)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 101 of 498 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Motilal Oswal Large and Midcap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	27.44%	26.59%	25.57%	21.30%	—
Median	19.85%	27.07%	25.27%	21.30%	—
Minimum	-7.30%	16.52%	17.36%	21.27%	—
Maximum	91.10%	36.66%	35.01%	21.32%	—
Std deviation	23.50%	4.02%	4.75%	0.03%	—
Consistency
Above 0%	93.39%	100.00%	100.00%	100.00%	—
Above 8%	72.27%	100.00%	100.00%	100.00%	—
Above 12%	64.17%	100.00%	100.00%	100.00%	—
Above 15%	57.29%	100.00%	100.00%	100.00%	—
Coverage
Windows computed	1,482	991	498	2	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.78% a year more than Regular.

5-year rolling returns for Motilal Oswal Large and Midcap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	25.57%	23.79%
Best window	35.01%from 18 May 2020	33.00%from 18 May 2020
Worst window	17.36%from 18 Oct 2021	15.87%from 18 Oct 2021
Windows computed	498	498

Common questions about Motilal Oswal Large and Midcap Fund

What is the 5-year rolling return of Motilal Oswal Large and Midcap Fund?: Across 498 overlapping 5-year holding periods between 22 October 2019 and 16 October 2026, the Direct plan of Motilal Oswal Large and Midcap Fund returned an average of 25.57% a year, with a median of 25.27%. The best 5-year stretch returned 35.01% a year and the worst returned 17.36%.
Has Motilal Oswal Large and Midcap Fund ever lost money over 5 years?: No. Every one of the 498 5-year holding periods in this fund's history ended in profit. The weakest returned 17.36% a year, for someone who invested on 18 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Motilal Oswal Large and Midcap Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 25.57% a year on the Direct plan against 23.79% on the Regular plan, a difference of 1.78% a year.
What is the 1-year rolling return of Motilal Oswal Large and Midcap Fund?: Across 1,482 overlapping 1-year holding periods between 22 October 2019 and 16 October 2026, the Direct plan of Motilal Oswal Large and Midcap Fund returned an average of 27.44% a year, with a median of 19.85%. The best 1-year stretch returned 91.10% a year and the worst returned -7.30%.
What is the 3-year rolling return of Motilal Oswal Large and Midcap Fund?: Across 991 overlapping 3-year holding periods between 22 October 2019 and 16 October 2026, the Direct plan of Motilal Oswal Large and Midcap Fund returned an average of 26.59% a year, with a median of 27.07%. The best 3-year stretch returned 36.66% a year and the worst returned 16.52%.
What is the 7-year rolling return of Motilal Oswal Large and Midcap Fund?: Motilal Oswal Large and Midcap Fund has 2 windows at the 7-year holding period, because its NAV record begins on 22 October 2019. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Compare with other funds

Other Large & Mid Cap funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.