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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: 1.85% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 18,444.81 Cr As on 31-07-2026(Source:AMFI)
Turn over: 0.51% | Exit Load: 1% on or before 365D, Nil after 365D
NAV as on 10-08-2026

36.6009

0.23 (0.6404%)

CAGR Since Inception

20.61%

Benchmark: 15.61%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
Nifty Large Midcap 250 TRI
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Gold
-
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 21.37
Sharpe Ratio 0.85
Alpha 4.94
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 12.08 9.5 22.31 18.43 -
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 16.32 6.19 18.76 15.12 -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 15.5 -0.15 15.88 16.59 15.61
Sundaram Large And Midcap Fund Regular Plan - Growth 10-02-2007 13.76 5.98 15.41 13.07 14.55
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 12.61 11.84 23.6 17.57 16.28
Bank Of India Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 12.58 2.73 15.22 12.93 13.35
Bank Of India Large & Mid Cap Fund Regular Plan- Growth 21-10-2008 11.77 1.99 14.41 12.25 12.6
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth 24-02-1995 11.34 4.34 12.72 9.26 11.22
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 10.98 6.06 17.05 17.55 15.32
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 10.75 7.1 - - -

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

31.51%

Others

1.33%

Large Cap

30.23%

Mid Cap

36.93%

Scheme Documents

June 2026 Active

Monthly Portfolio Disclosure - June 2026

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