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: 500.0
Minimum Topup: 500.0
Total Assets: 12,427.89 Cr As on 31-07-2025(Source:AMFI)
Turn over: 85%

25.0867

22.16%

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 7.21 27.7 26.99 27.93 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 12.41 30.39 24.76 24.22 15.25
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 7.69 28.29 27.05 28.06 -
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 5.64 - - - -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 4.46 - - - -
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 3.73 16.31 17.49 23.61 13.85
Franklin India Large & Mid Cap Fund - Growth Plan 05-03-2005 3.34 17.77 15.23 22.13 11.25
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION 05-03-2005 2.8 19.42 16.02 21.23 14.75
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 2.78 20.85 18.93 23.01 14.78
Axis Large & Mid Cap Fund - Regular Plan - Growth 10-10-2018 2.7 18.79 15.98 21.49 -

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

24.8%

Others

0.81%

Large Cap

35.13%

Mid Cap

39.26%

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