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 (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 12,599.84 Cr As on 29-08-2025(Source:AMFI)
Turn over: 85%

34.4991

22.67%

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 18.39
Sharpe Ratio 1.05
Alpha 6.56
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 3.36 27.54 28.94 28.54 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 4.34 27.8 25.08 23.12 15.85
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 1.88 - - - -
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 1.88 - - - -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 1.79 22.06 22.42 27.27 16.46
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 0.91 17.24 17.47 23.47 14.89
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 0.66 21.37 21.9 23.71 13.39
Union Large & Midcap Fund - Regular Plan - Growth Option 06-12-2019 -0.54 15.22 15.88 19.48 -
Axis Large & Mid Cap Fund - Regular Plan - Growth 10-10-2018 -0.64 18.48 18.51 21.36 -
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 -1.0 23.4 24.9 25.18 16.16

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

23.87%

Others

0.93%

Large Cap

35.2%

Mid Cap

40.01%

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