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: 1.7% As on (31-10-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 14,870.27 Cr As on 31-10-2025(Source:AMFI)
Turn over: 85%

26.1388

21.87%

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 6.58 24.46 26.36 25.14 -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 14.94 22.27 21.69 25.39 16.46
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 13.61 - - - -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 13.41 25.68 24.53 22.03 16.37
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 11.82 - - - -
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 11.62 23.14 23.75 23.71 16.56
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 11.3 16.93 17.43 19.08 17.56
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 10.89 18.96 17.52 21.95 15.37
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 10.27 - - - -
Franklin India Large & Mid Cap Fund - Growth Plan 05-03-2005 9.67 18.67 17.76 19.22 12.39

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

26.55%

Others

0.67%

Large Cap

34.52%

Mid Cap

38.26%

Feedback
Notification