Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Fund House: Motilal Oswal Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 01-10-2019
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 1.69% As on (28-11-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 15,130.44 Cr As on 28-11-2025(Source:AMFI)
Turn over: 85%

32.384

20.36%

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
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 18.63
Sharpe Ratio 0.98
Alpha 3.1
Beta 1.16
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 -3.3 15.4 23.59 20.94 -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 11.58 16.05 20.66 21.78 16.32
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 10.47 13.87 18.09 18.47 15.3
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 9.63 - - - -
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 9.54 10.96 16.73 16.01 17.36
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 8.28 14.93 - - -
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 7.79 14.36 19.89 17.86 15.95
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 7.72 15.57 22.53 20.43 16.22
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 7.51 15.52 21.53 20.35 15.01
Kotak Large & Midcap Fund - Growth-Regular 05-09-2004 7.35 14.1 18.79 17.54 16.09

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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