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: 1.71% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 11,352.82 Cr As on 30-06-2025(Source:AMFI)
Turn over: 85%

34.4534

23.5%

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 18.68
Sharpe Ratio 1.42
Alpha 6.63
Beta 1.1
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 17.41 31.95 30.56 29.04 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 16.24 32.84 27.94 25.29 15.53
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 8.67 - - - -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 8.58 - - - -
Franklin India Large & Mid Cap Fund - Growth Plan 05-03-2005 7.35 20.4 17.93 23.35 11.71
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 6.68 22.22 22.23 24.41 15.29
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION 05-03-2005 6.54 20.74 19.08 22.51 15.36
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 6.47 24.03 23.29 27.69 15.45
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 6.22 19.31 20.59 24.97 14.36
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 5.33 24.71 23.25 25.01 12.35

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

26.69%

Others

0.88%

Large Cap

34.97%

Mid Cap

37.49%

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