Submit

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: 1.67% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 15,055.38 Cr As on 31-12-2025(Source:AMFI)
Turn over: 85%
NAV as on 30-01-2026

31.8414

0.03 (0.1018%)

CAGR Since Inception

19.83%

Benchmark: 15.77%

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

Submit
Submit
Submit

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 8.16 14.71 24.03 21.52 -
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 14.18 - - - -
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 13.55 12.62 18.58 19.2 15.56
Kotak Large & Midcap Fund - Growth-Regular 05-09-2004 12.89 13.81 20.17 18.69 16.47
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 12.21 9.79 17.35 16.41 17.7
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 12.13 13.77 - - -
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 11.47 13.61 23.31 21.26 16.35
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 11.17 13.64 20.81 18.6 16.19
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 11.13 14.16 20.91 22.56 16.33
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 11.02 9.65 18.29 17.53 14.06

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

Feedback
Notification
© 2024 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved