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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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NAV
₹ 32.2756 ₹ -0.11 (-0.34 %)
as on 12-01-2026
Asset Size (AUM)
15,055.38 Cr
Launch Date
Oct 01, 2019
Investment Objective
To provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Oct 01, 2019
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20.27

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.98 %
Expense Ratio
1.67%
Volatility
13.45 %
Fund House
Motilal Oswal Mutual Fund
Fund Manager
Mr. Aditya Khemani
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)

Entry Load
Not applicable
Exit Load
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 12-01-2026

Yearly Performance (%)

Investment Returns Calculator
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.
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 -1.86 14.11 23.7 20.72 0.0
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 12.78 15.51 21.06 21.48 16.5
Mirae Asset Large & Midcap Fund - Regular Plan - Growth 02-07-2010 11.11 10.37 17.02 15.74 17.56
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 10.88 0.0 0.0 0.0 0.0
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 10.67 13.33 17.53 18.31 15.23
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 9.55 14.13 0.0 0.0 0.0
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 9.33 14.09 20.23 17.66 16.1
Bandhan Large & Mid Cap Fund - Regular Plan - Growth 09-08-2005 9.04 14.58 22.86 20.15 16.37
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 9.01 14.94 21.69 20.01 15.17
Kotak Large & Midcap Fund - Growth-Regular 05-09-2004 8.88 13.52 19.11 17.45 16.29
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings