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Motilal Oswal Large And Midcap Fund - Regular Plan Growth

Fund House: Motilal Oswal Mutual Fund
Invest in this Scheme
Category: Equity: Large and Mid Cap
Launch Date: 01-10-2019
Asset Class: Equity
Benchmark: Nifty Large Midcap 250 TRI
TER: 1.87% As on (30-08-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 20,159.1 Cr As on 31-08-2026(Source:AMFI)
Turn over: 0.51% | Exit Load: 1% on or before 365D, Nil after 365D
NAV as on 15-09-2026

36.5643

-1.39 (-3.7917%)

CAGR Since Inception

20.27%

Benchmark: 15.24%

PERFORMANCE

Returns Type:
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End : 
Period:  
This Scheme
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vs
Nifty Large Midcap 250 TRI
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Gold
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PPF
-
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
3 Years 10 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 21.56
Sharpe Ratio 0.81
Alpha 6.45
Beta 1.15
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 Plan Growth 01-10-2019 6.18 4.27 19.75 16.64 -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 7.06 -3.21 12.18 13.7 14.61
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 6.94 2.68 15.62 12.66 -
Sundaram Large And Midcap Fund Regular Plan - Growth 10-02-2007 6.27 1.91 12.36 10.45 13.62
Bank Of India Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 5.08 -0.08 12.21 10.85 12.78
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 4.77 5.38 20.09 15.23 15.6
Bank Of India Large & Mid Cap Fund Regular Plan- Growth 21-10-2008 4.33 -0.8 11.42 10.18 12.04
ITI Large & Midcap Fund - Regular Plan - Growth 11-09-2024 3.21 -0.44 - - -
Axis Large & Mid Cap Fund - Regular Plan - Growth 10-10-2018 3.05 1.42 13.16 10.41 -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 1.98 2.0 - - -

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

28.46%

Others

0.6%

Large Cap

35.46%

Mid Cap

35.48%

Scheme Documents

July 2026 Active

Monthly Portfolio Disclosure - July 2026

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