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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: 0.89% 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 02-09-2026

41.138

-0.19 (-0.4499%)

CAGR Since Inception

22.47%

Benchmark: 15.45%

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 Type:
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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
6 Years 9 Months
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 13.44 9.31 23.24 18.89 -
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 12.91 4.96 17.35 13.88 -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 12.33 -2.28 14.47 14.57 14.97
Motilal Oswal Large And Midcap Fund - Regular Plan Growth 01-10-2019 12.32 8.14 21.81 17.35 -
Sundaram Large And Midcap Fund Regular Plan - Growth 10-02-2007 10.94 3.68 14.45 11.6 13.85
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 10.02 8.49 22.12 16.48 15.82
Bank Of India Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 9.52 0.6 14.23 11.93 12.93
Bank Of India Large & Mid Cap Fund Regular Plan- Growth 21-10-2008 8.76 -0.11 13.42 11.25 12.18
Axis Large & Mid Cap Fund - Regular Plan - Growth 10-10-2018 8.15 3.52 14.78 11.59 -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 8.02 4.57 - - -

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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