Large & Mid Cap Fund · head to head · AMFI NAVs
Motilal Oswal Large and Midcap Fund vs Nippon India Vision Large & Mid Cap Fund: SIP returns compared
Same ₹10,000 monthly SIP, same dates, Direct plans: over the last 5 years Motilal Oswal Large and Midcap Fund is worth ₹9.61 L (XIRR 19.5%) and Nippon India Vision Large & Mid Cap Fund ₹7.85 L (XIRR 11.1%) — Motilal Oswal Large and Midcap Fund ahead by ₹1,75,725. Across every 3-year SIP since Nov 2019, Motilal Oswal Large and Midcap Fund finished ahead in 48 of 48 and Nippon India Vision Large & Mid Cap Fund in 0.
Historical simulation on actual NAVs — not a forecast and not investment advice. Disclaimer
Motilal Oswal Large and Midcap Fund: invested — over — instalments; valued at NAV of —:
| Year | Invested | Motilal Oswal Large and Midcap Fund value | XIRR to date |
|---|
₹10,000 a month in each: what it became
Each row is a monthly SIP ending today (1 Oct 2026), Direct plans. Post-tax assumes everything is redeemed today with no other capital gains this year.
| SIP period | Invested | Motilal Oswal Large and Midcap Fund | XIRR | Nippon India Vision Large & Mid Cap Fund | XIRR | Post-tax (both) |
|---|---|---|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1.27 L | 12.1% | ₹1.16 L | -7.8% | ₹1.25 L / ₹1.16 L |
| 3 years | ₹3,60,000 | ₹4.30 L | 12.6% | ₹3.76 L | 3.0% | ₹4.29 L / ₹3.76 L |
| 5 years | ₹6,00,000 | ₹9.61 L | 19.5% | ₹7.85 L | 11.1% | ₹9.31 L / ₹7.78 L |
Every 3-year SIP, head to head
We started the same SIP in both funds in every month both have NAVs for — 48 SIPs, the first starting Nov 2019. Motilal Oswal Large and Midcap Fund finished ahead in 100% of them; the median gap was 4.8 percentage points a year in Motilal Oswal Large and Midcap Fund's favour.
Downside on the same dates: Motilal Oswal Large and Midcap Fund's worst 3-year SIP returned 10.2% a year (started Apr 2023) and 0 of 48 lost money; Nippon India Vision Large & Mid Cap Fund's worst returned 3.6% (started Oct 2023) and 0 lost money.
XIRR of every 3-year monthly SIP by the month it started. Gap = Motilal Oswal Large and Midcap Fund minus Nippon India Vision Large & Mid Cap Fund, percentage points a year.
| Window | SIPs compared | Ahead (Motilal / Nippon) | Median gap | Worst gap | Best gap |
|---|---|---|---|---|---|
| 3-year SIPs | 48 | 100% / 0% | +4.8 pp | +0.9 ppstarted Nov 2019 | +14.3 ppstarted Jan 2022 |
| 5-year SIPs | 24 | 100% / 0% | +6.2 pp | +2.4 ppstarted Mar 2020 | +9.1 ppstarted Jan 2020 |
Against an index fund, and the cost of the Regular plan
- Motilal Oswal Large and Midcap Fund beat a plain Nifty 500 index fund in 100% of 48 rolling 3-year SIPs (median gap +9.5 pp a year) — Motilal Oswal Large and Midcap Fund vs Nifty 500 index fund.
- Motilal Oswal Large and Midcap Fund: the Regular plan of the same 5-year SIP ended ₹32,741 below Direct.
- Nippon India Vision Large & Mid Cap Fund beat a plain Nifty 500 index fund in 100% of 49 rolling 3-year SIPs (median gap +3.9 pp a year) — Nippon India Vision Large & Mid Cap Fund vs Nifty 500 index fund.
- Nippon India Vision Large & Mid Cap Fund: the Regular plan of the same 10-year SIP ended ₹79,870 below Direct.
Questions
Which has given better SIP returns, Motilal Oswal Large and Midcap Fund or Nippon India Vision Large & Mid Cap Fund?
Over the last 5 years a ₹10,000 monthly SIP (Direct plans) is worth ₹9.61 L in Motilal Oswal Large and Midcap Fund (XIRR 19.5%) and ₹7.85 L in Nippon India Vision Large & Mid Cap Fund (XIRR 11.1%). Past returns don't tell you which will do better next.
Has Motilal Oswal Large and Midcap Fund beaten Nippon India Vision Large & Mid Cap Fund consistently?
In 100% of 48 rolling 3-year SIPs started on the same dates (from Nov 2019), Motilal Oswal Large and Midcap Fund ended ahead of Nippon India Vision Large & Mid Cap Fund (Direct plans). The median difference was +4.8 percentage points a year.
Where does this data come from?
Official daily NAVs published by AMFI. SIP instalments fall on the first business day of each month; both funds are compared on identical dates. Updated monthly.
Comparison on official AMFI NAVs, SIP on the first business day of each month, identical dates for both funds. It shows what happened, not which fund to buy — past performance does not indicate future returns. sipcalculatorhub.com is not a SEBI-registered investment adviser. Methodology.
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