SCHEME OVERVIEW

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Category: Equity: Large and Mid Cap
Launch Date: 01-10-2019
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 1.73% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 10,817.44 Cr As on (30-05-2025)
Turn over: 85
NAV as on 13-06-2025

33.1187

-0.04 (-0.109%)

CAGR Since Inception

23.14%

NIFTY Large Midcap 250 TRI 16.23%

PERFORMANCE of Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Scheme Performance (%) Data as on - 13-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 15.06 33.43 30.26 - 23.14
NIFTY LARGE MIDCAP 250 TRI 6.28 22.75 27.17 16.44 16.23
Equity: Large and Mid Cap 5.24 23.11 25.34 14.85 14.83

Yearly Performance (%)

Nav Movement

Fund Managers

Ajay Khandelwal, Niket Shah, Ankush Sood, Rakesh Shetty

Investment Objective

To provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.

RETURNS CALCULATOR for Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 13.45 1.2 6.87 1.11 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 15.06 32.7 33.43 30.26 0.0
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 14.39 31.87 28.81 26.04 15.81
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 9.21 22.01 19.95 24.68 12.05
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 9.04 0.0 0.0 0.0 0.0
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 8.98 26.58 25.46 29.35 15.75
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 8.42 0.0 0.0 0.0 0.0
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 7.95 27.07 25.92 28.2 14.15
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 7.69 29.59 28.79 28.72 15.72
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 6.62 22.34 22.79 25.17 14.78
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 6.39 19.73 21.96 25.93 14.96

Asset Allocation (%)

PORTFOLIO ANALYSIS of Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)