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: 1.72% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 12,427.89 Cr As on 31-07-2025(Source:AMFI)
Turn over: 85%

33.2065

22.23%

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 18.22
Sharpe Ratio 1.19
Alpha 6.5
Beta 1.12
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 4.11 26.83 26.62 27.34 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 6.99 28.64 24.5 23.72 16.27
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 2.38 - - - -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 1.24 - - - -
Franklin India Large & Mid Cap Fund - Growth Plan 05-03-2005 0.88 18.11 15.87 21.2 12.31
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION 05-03-2005 0.73 19.11 16.43 20.76 16.09
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 0.71 16.62 17.0 23.12 15.1
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 0.08 21.52 20.84 25.57 16.5
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 -0.08 21.11 20.12 23.12 13.37
Axis Large & Mid Cap Fund - Regular Plan - Growth 10-10-2018 -0.82 18.4 16.64 21.15 -

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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

24.8%

Others

0.81%

Large Cap

35.13%

Mid Cap

39.26%

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