Motilal Oswal Large and Midcap Fund Regular - IDCW Payout/Reinvestment
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: 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% |
24.8083
1.03 (4.1663%)
20.09%
Benchmark: 15.85%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
To provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.45 |
| Sharpe Ratio | 1.33 |
| Alpha | 7.58 |
| Beta | 0.88 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
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
23.89%
Others
1.17%
Large Cap
36.19%
Mid Cap
38.75%
Scheme Documents
There are no scheme documents available
