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Motilal Oswal Large and Midcap Fund Regular - IDCW Payout/Reinvestment

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: 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%
NAV as on 12-01-2026

24.6397

-0.08 (-0.3356%)

CAGR Since Inception

20.17%

Benchmark: 15.91%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
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:
of  : 
  Period:  

Start :  
Period:  

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
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 -2.3 13.58 23.64 20.6 -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 12.78 15.51 21.06 21.48 16.5
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 11.11 10.37 17.02 15.74 17.56
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 10.88 - - - -
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 10.67 13.33 17.53 18.31 15.23
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 9.55 14.13 - - -
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 9.33 14.09 20.23 17.66 16.1
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 9.04 14.58 22.86 20.15 16.37
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 9.01 14.94 21.69 20.01 15.17
Kotak Large & Midcap Fund - Growth-Regular 05-09-2004 8.88 13.52 19.11 17.45 16.29

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

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

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