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 (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 15,055.38 Cr As on 31-12-2025(Source:AMFI)
Turn over: 85%

30.6116

19.15%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 18.63
Sharpe Ratio 0.98
Alpha 3.1
Beta 1.16
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 -0.46 13.65 21.63 20.0 -
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 10.36 13.08 17.13 18.17 15.61
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 9.17 13.91 - - -
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 9.06 - - - -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 8.96 14.61 19.42 21.28 16.46
Kotak Large & Midcap Fund - Growth-Regular 05-09-2004 8.21 13.19 17.97 17.32 16.34
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 8.2 10.21 15.63 15.17 17.67
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 7.96 13.97 18.99 17.5 16.21
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 7.84 14.34 21.41 19.91 16.44
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 7.37 14.88 20.42 19.95 15.13

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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

23.89%

Others

1.17%

Large Cap

36.19%

Mid Cap

38.75%

Scheme Documents

There are no scheme documents available

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