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: 1.67% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 13,777.98 Cr As on 30-09-2025(Source:AMFI)
Turn over: 85%

35.2456

22.95%

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 18.38
Sharpe Ratio 1.12
Alpha 6.63
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 2.85 28.33 29.22 28.99 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 8.39 29.47 26.24 23.89 16.18
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 6.42 22.5 22.62 28.04 16.15
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 6.1 - - - -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 5.63 - - - -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 3.47 22.1 22.13 23.95 13.17
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 3.03 16.39 18.05 21.17 17.25
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 3.0 17.96 17.64 23.53 14.85
Franklin India Large & Mid Cap Fund - Growth Plan 05-03-2005 2.74 18.33 17.66 21.76 11.96
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 2.63 23.8 24.92 25.62 16.15

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

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PORTFOLIO

Market Cap Distribution

Small Cap

26.39%

Large Cap

36.03%

Mid Cap

37.59%

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