Motilal Oswal Large and Midcap Fund - Direct Plan Growth
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 17-10-2019 |
| Asset Class: Equity |
| Benchmark: NIFTY Large Midcap 250 TRI |
| TER: 0.66% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 13,777.98 Cr As on 30-09-2025(Source:AMFI) |
| Turn over: 85% |
37.9818
-0.04 (-0.1132%)
24.52%
Benchmark: 16.0%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 18.4 |
| Sharpe Ratio | 1.2 |
| Alpha | 7.99 |
| 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 | 1.15 | 28.89 | 30.47 | 30.18 | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 4.95 | 29.0 | 25.92 | 23.25 | 16.2 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 3.3 | 21.84 | 22.22 | 27.52 | 16.17 |
| PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 12-02-2024 | 2.77 | - | - | - | - |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 2.74 | - | - | - | - |
| SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 1.78 | 17.63 | 17.62 | 23.23 | 14.9 |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth | 02-07-2010 | 0.3 | 15.96 | 17.73 | 20.61 | 17.32 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 0.23 | 21.55 | 21.76 | 23.32 | 13.25 |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | 09-08-2005 | -0.2 | 23.26 | 24.68 | 25.04 | 16.2 |
| Franklin India Large & Mid Cap Fund - Growth Plan | 05-03-2005 | -0.23 | 17.58 | 17.1 | 21.3 | 11.93 |
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
PORTFOLIO
Market Cap Distribution
Small Cap
23.87%
Others
0.93%
Large Cap
35.2%
Mid Cap
40.01%
