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Motilal Oswal Large And Midcap Fund - Regular Plan Growth

Fund House: Motilal Oswal Mutual Fund
Invest in this Scheme
Category: Equity: Large and Mid Cap
Launch Date: 01-10-2019
Asset Class: Equity
Benchmark: Nifty Large Midcap 250 TRI
TER: 1.87% As on (30-08-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 20,159.1 Cr As on 31-08-2026(Source:AMFI)
Turn over: 0.51% | Exit Load: 1% on or before 365D, Nil after 365D
NAV as on 25-09-2026

36.7804

-0.22 (-0.6068%)

CAGR Since Inception

20.29%

Benchmark: 15.24%

PERFORMANCE

Returns Type:
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End : 
Period:  
This Scheme
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vs
Nifty Large Midcap 250 TRI
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Gold
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PPF
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Returns Type:
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  Period:  

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Period:  

RETURNS ANALYSIS

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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 21.56
Sharpe Ratio 0.81
Alpha 6.45
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 6.57 3.65 20.61 17.0 -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 9.23 -3.05 13.61 13.71 14.59
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 7.7 1.66 16.27 12.54 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 7.09 4.28 21.37 15.24 15.56
Bank Of India Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 5.73 -0.35 12.81 10.91 12.55
Sundaram Large And Midcap Fund Regular Plan - Growth 10-02-2007 5.54 0.45 12.86 10.32 13.35
ITI Large & Midcap Fund - Regular Plan - Growth 11-09-2024 5.02 -0.52 - - -
Bank Of India Large & Mid Cap Fund Regular Plan- Growth 21-10-2008 4.97 -1.07 12.01 10.23 11.8
Union Large & Midcap Fund - Regular Plan - Growth Option 06-12-2019 4.31 0.34 11.67 9.88 -
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth 24-02-1995 4.02 -0.92 10.49 6.24 10.1

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

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PORTFOLIO

Market Cap Distribution

Small Cap

26.34%

Others

2.98%

Large Cap

35.35%

Mid Cap

35.33%

Scheme Documents

August 2026 Active

Monthly Portfolio Disclosure - August 2026

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