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: 1.7% As on (30-03-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 13,995.29 Cr As on (31-03-2026)
Turn over: 85
NAV as on 24-04-2026

34.4666

-0.26 (-0.7657%)

CAGR Since Inception

20.53%

NIFTY Large Midcap 250 TRI 15.53%

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

Scheme Performance (%) Data as on - 24-04-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 13.7 26.2 21.6 - 20.53
NIFTY LARGE MIDCAP 250 TRI 4.97 18.67 16.6 15.95 15.53
Equity: Large and Mid Cap 4.38 18.04 15.95 14.41 12.54

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Aditya Khemani

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 0.7 3.93 1.1 - -
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 13.7 13.19 26.2 21.6 0.0
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 12.54 9.38 21.23 16.94 0.0
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 9.51 0.0 0.0 0.0 0.0
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 7.51 5.93 17.59 16.06 13.66
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 7.32 12.68 24.37 18.47 16.05
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 7.17 9.52 23.5 19.53 16.17
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 6.88 8.94 16.84 17.12 15.01
BANK OF INDIA Large & Mid Cap Fund Regular Plan- Growth 21-10-2008 6.76 5.18 16.77 15.39 12.91
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 6.69 9.15 0.0 0.0 0.0
Kotak Large & Midcap Fund - Growth-Regular 05-09-2004 6.62 7.16 18.29 16.24 15.58

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 (%)