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: 1.69% As on (28-11-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 15,130.44 Cr As on 28-11-2025(Source:AMFI)
Turn over: 85%

24.7741

20.52%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
4 Years 1 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 13.45
Sharpe Ratio 1.33
Alpha 7.58
Beta 0.88
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 - IDCW Payout/Reinvestment 17-10-2019 -8.51 16.59 23.11 22.3 -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 9.36 16.75 20.19 22.67 16.38
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 5.78 14.32 16.9 19.54 15.12
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 4.5 12.2 16.5 17.43 17.46
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 4.11 17.69 22.5 21.83 16.4
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 4.1 - - - -
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 3.89 14.73 19.55 19.06 15.77
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 3.8 16.94 21.3 21.78 14.78
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 3.6 - - - -
Franklin India Large & Mid Cap Fund - Growth Plan 05-03-2005 3.56 13.63 16.66 16.96 12.44

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

26.68%

Others

1.41%

Large Cap

34.77%

Mid Cap

37.14%

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