Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 01-10-2019 |
| Asset Class: Equity |
| Benchmark: NIFTY Large Midcap 250 TRI |
| TER: 1.67% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 13,777.98 Cr As on 30-09-2025(Source:AMFI) |
| Turn over: 85% |
34.777
0 (0.0138%)
22.72%
Benchmark: 16.04%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 10 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 18.38 |
| Sharpe Ratio | 1.12 |
| Alpha | 6.63 |
| Beta | 1.15 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 0.68 | 27.42 | 29.0 | 28.56 | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 6.09 | 29.17 | 26.23 | 23.46 | 16.19 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 3.81 | 22.06 | 22.59 | 27.52 | 16.18 |
| PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 12-02-2024 | 3.52 | - | - | - | - |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 3.14 | - | - | - | - |
| SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 2.14 | 17.74 | 17.03 | 23.18 | 14.81 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 1.23 | 21.9 | 22.12 | 23.49 | 13.27 |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth | 02-07-2010 | 1.05 | 16.14 | 17.99 | 20.72 | 17.35 |
| Union Large & Midcap Fund - Regular Plan - Growth Option | 06-12-2019 | 0.73 | 15.77 | 16.37 | 19.13 | - |
| Kotak Large & Midcap Fund - Growth-Regular | 05-09-2004 | 0.59 | 18.61 | 20.24 | 21.98 | 15.51 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
23.87%
Others
0.93%
Large Cap
35.2%
Mid Cap
40.01%
