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%

33.1762

21.04%

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 18.51
Sharpe Ratio 1.02
Alpha 4.76
Beta 1.14
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 -5.84 18.32 23.89 22.95 -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 11.21 17.31 20.34 22.87 16.48
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 7.43 14.5 17.03 19.65 15.26
Franklin India Large & Mid Cap Fund - Growth Plan 05-03-2005 6.19 14.32 16.95 17.27 12.68
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 6.08 12.59 16.7 17.62 17.55
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 6.05 - - - -
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 5.46 18.12 22.63 22.0 16.48
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 5.25 15.28 19.76 19.26 15.87
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 5.11 - - - -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 5.07 17.35 21.45 21.95 14.86

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

26.68%

Others

1.41%

Large Cap

34.77%

Mid Cap

37.14%

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