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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: 1.85% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 18,444.81 Cr As on 31-07-2026(Source:AMFI)
Turn over: 0.51% | Exit Load: 1% on or before 365D, Nil after 365D
NAV as on 27-08-2026

37.556

-0.04 (-0.1116%)

CAGR Since Inception

20.91%

Benchmark: 15.53%

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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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 21.37
Sharpe Ratio 0.85
Alpha 4.94
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 14.77 8.39 22.52 18.67 -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 14.23 -1.62 16.26 16.07 15.33
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 13.98 5.11 18.78 15.06 -
Sundaram Large And Midcap Fund Regular Plan - Growth 10-02-2007 13.0 4.97 15.86 12.8 14.28
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 10.25 9.64 23.34 17.48 16.22
Bank Of India Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 9.98 1.26 15.3 12.86 13.26
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth 24-02-1995 9.75 2.42 12.75 8.9 11.07
Bank Of India Large & Mid Cap Fund Regular Plan- Growth 21-10-2008 9.18 0.53 14.48 12.17 12.51
Axis Large & Mid Cap Fund - Regular Plan - Growth 10-10-2018 9.15 4.41 16.01 12.33 -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 8.71 5.32 - - -

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

28.26%

Others

1.3%

Large Cap

39.05%

Mid Cap

31.39%

Scheme Documents

July 2026 Active

Monthly Portfolio Disclosure - July 2026

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