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Motilal Oswal Large And Midcap Fund - Direct Plan Growth

Fund House: Motilal Oswal Mutual Fund
Invest in this Scheme
Category: Equity: Large and Mid Cap
Launch Date: 17-10-2019
Asset Class: Equity
Benchmark: Nifty Large Midcap 250 TRI
TER: 0.69% As on (30-06-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 18,413.16 Cr As on 30-06-2026(Source:AMFI)
Turn over: 0.51% | Exit Load: 1% on or before 365D, Nil after 365D
NAV as on 20-07-2026

39.486

0.13 (0.3399%)

CAGR Since Inception

22.17%

Benchmark: 15.56%

PERFORMANCE

Returns Type:
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End : 
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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 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 8 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 21.4
Sharpe Ratio 0.91
Alpha 6.18
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 - Direct Plan Growth 17-10-2019 7.61 11.95 22.98 20.61 -
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 11.32 6.27 17.61 15.19 -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 8.09 -0.96 16.17 16.45 15.6
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 7.85 11.45 23.0 17.62 16.32
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 7.67 - - - -
Bank Of India Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 6.66 2.68 15.03 13.06 13.41
Motilal Oswal Large And Midcap Fund - Regular Plan Growth 01-10-2019 6.53 10.73 21.53 19.02 -
Sundaram Large And Midcap Fund Regular Plan - Growth 10-02-2007 6.32 4.68 13.66 12.82 14.29
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 6.08 6.51 - - -
Axis Large & Mid Cap Fund - Regular Plan - Growth 10-10-2018 5.93 5.54 14.97 12.71 -

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

31.51%

Others

1.33%

Large Cap

30.23%

Mid Cap

36.93%

Scheme Documents

June 2026 Active

Monthly Portfolio Disclosure - June 2026

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