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: 1.72% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500 |
| Minimum Topup: 500 |
| Total Assets: 12,427.89 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: 85% |
24.9032
-0.18 (-0.7369%)
22.0%
Benchmark: 15.98%
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
4 Years 1 Months
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 | 5.41 | 27.19 | 26.31 | 27.89 | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 11.62 | 30.15 | 24.59 | 24.18 | 15.37 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 5.88 | 27.77 | 26.37 | 28.01 | - |
| PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 12-02-2024 | 5.22 | - | - | - | - |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 4.36 | - | - | - | - |
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
24.8%
Others
0.81%
Large Cap
35.13%
Mid Cap
39.26%
