Motilal Oswal Large and Midcap Fund: Growth, stability and high quality

Why invest in large and midcap?

• Winners rotate across market cap segments: The chart below shows the calendar year returns of different market cap segment returns. Different market cap segments out / underperform each other in different market conditions. Diversifying your portfolio across market cap segments can balance risks and returns.
  
  

  

  Source: NSE, as on 31^st December 2025. Large cap is represented by Nifty 100 TRI, Midcap by Nifty Midcap 150 TRI and Small cap by Nifty Small Cap 250 TRI



• Higher growth potential than large caps: The chart below shows the five year rolling returns of large and midcap index (Nifty Large Midcap 250 TRI) versus the large cap index (Nifty 100 TRI) over the last 20 years. You can see that the large and midcap index was able to beat the large cap index over most 5 year periods.
  
  

  

  Source: Advisorkhoj Research, as on 31^st March 2026



• Mix of growth and stability: The table below shows the median rolling returns and standard deviation of the rolling returns over different investment tenures (1 year, 3 year and 5 year) for different market cap segments. You can see that large and midcaps were able to give returns than large caps over different investment tenures. At the same time, the volatility of large and midcaps was lower than midcaps and small caps across investment tenures.
  
  

  

  Source: Advisorkhoj Research, as on 31^st March 2026. Large cap is represented by Nifty 100 TRI, Large and Midcaps by Nifty Large Midcap 250 TRI, Midcap by Nifty Midcap 150 TRI and Small cap by Nifty Small Cap 250 TRI



• Smaller drawdowns compared to mid and small caps: The table below shows the major drawdowns over the last 20 years. You can see that large and midcaps were able to limit downside risks, relative to midcap and small caps.
  
  

  

  Source: Advisorkhoj Research, as on 31^st December 2025



• Valuations have moderated: The sharp correction during the 40-day war between US / Israel and Iran brought down valuations to moderate levels
  
  

  

  Source: NSE, as on 31^st March 2026

Motilal Oswal Large and Midcap Fund

• Outperformed the benchmark index: The chart below shows the growth of Rs 10,000 investment in Motilal Oswal Large and Midcap Fund versus the benchmark index since the inception of the scheme. You can see that the fund has outperformed the benchmark index.
  
  

  

  Source: Advisorkhoj Research, as on 20^th April 2026



• Consistently outperformed the benchmark index across market conditions: The chart below shows the 3 year rolling returns of Motilal Oswal Large and Midcap Fund versus the benchmark index since the inception of the scheme. You can see that the fund consistently outperformed the benchmark across different market conditions over most 3 year investment periods.
  
  

  

  Source: Advisorkhoj Research, as on 20^th April 2026



• Consistently outperformed the category average across market conditions: The chart below shows the 3 year rolling returns of Motilal Oswal Large and Midcap Fund versus the large and midcap funds category average since the inception of the scheme. You can see that the fund consistently outperformed the category average across different market conditions over most 3 year investment periods.
  
  

  

  Source: Advisorkhoj Research, as on 20^th April 2026



• Consistently in top 2 quartiles: The graphic below the quartile rankings of Motilal Oswal Large and Midcap Fund over the last 3 years. You can see that the fund was able to feature in the top 2 quartiles, 10 times (including 9 times in the top quartile) in the last 12 quarters.
  
  

  

  Source: Advisorkhoj Research, as on 31^st March 2026



• Wealth creation through SIP: The chart below Rs 10,000 monthly SIP in Motilal Oswal Large and Midcap Fund since the inception of the scheme. You can see that, with a cumulative investment of Rs 7.8 lakhs, you could have accumulated a corpus of Rs 16 lakhs.
  
  

  

  Source: Advisorkhoj Research, as on 20^th April 2026



• SWP Performance: The chart below shows the cumulative withdrawals and current value of Rs 50,000 monthly SWP from Rs 1 Crore invested in Motilal Oswal Large and Midcap Fund at the inception of the scheme. Let us assume you began your withdrawals 1 year after your investment to avoid exit load and short-term capital gains taxation. Despite withdrawing more than Rs 32.5 lakhs over the last 6+ years, your investment would have multiplied two and half times to Rs 2.48 crores (as on 20^th April 2026). For moderate rates of withdrawal Motilal Oswal Large and Midcap Fund has the potential of generating long term cash-flows for investors along with potential capital growth.
  
  

  

  Source: Advisorkhoj Research, as on 20^th April 2026

Market cap allocation

Source: Advisorkhoj Research, as on 31^st March 2026

Current portfolio positioning

Source: Advisorkhoj Research, as on 31^st March 2026

Why invest in Motilal Oswal Large and Midcap Fund?

• Portfolio construction oriented towards delivering long term stable growth with low to moderate volatility


• Top down sector/theme view combined with bottom up stock selection


• Diversification across sectors; Basket approach to play identified themes in the portfolio


• Around 50% in large caps, balance 50% in Mid and Small Caps


• Quality and Growth oriented equity style with focus on industry leaders

Why can find Motilal Oswal Large and Midcap Fund suitable?

• Investors looking for capital appreciation and wealth creation


• Investors should have at least 5 year investment horizon in this scheme


• This fund can be suitable for new or first time investors


• Investors with very high risk appetite


• Investors can invest in this scheme either through lump sum or SIP depending on your investment needs

Investors should consult with their financial advisors or mutual fund distributors if Motilal Oswal Large and Midcap Fund is suitable for their investment needs.