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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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NAV
₹ 33.8389 ₹ 0.24 (0.71 %)
as on 26-06-2025
Asset Size (AUM)
10,817.44 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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23.45

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.2 %
Expense Ratio
1.73%
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
Created with Highcharts 4.1.4AssetsCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFDGoldNifty
Fund₹ 11444
FD₹ 10600
Gold₹ 10800
Nifty₹ 10604
Performance

Scheme Performance (%)

Data as on - 26-06-2025
Created with Highcharts 4.1.4ReturnsMotilal Oswal Large and Midcap Fund - Regular Plan GrowthNIFTY LARGE MIDCAP 250 TRIEquity: Large and Mid CapYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-10010203040

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesMotilal Oswal Large and Midcap Fund - Regular Plan GrowthNIFTY LARGE MIDCAP 250 TRIEquity: Large and Mid Cap2016201720182019202020212022202320242025-40-200204060
Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000129,5949,59418.07
Benchmark120,000126,7626,76212.63
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 14.44 33.39 33.87 29.78 0.0
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 15.26 33.91 30.64 26.33 15.68
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 10.23 23.71 20.87 24.69 12.06
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 9.64 0.0 0.0 0.0 0.0
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 9.48 27.35 26.25 29.03 15.66
Portfolio Analysis
Portfolio as on 31-05-2025
Sector Allocation
SectorAllocation (%)
Capital Goods46.06
Financial Services15.19
Consumer Services12.3
Consumer Durables7.75
Realty4.91
Automobile and Auto Components3.63
Telecommunication3.26
Healthcare2.63
Chemicals2.54
Textiles0.36
Portfolio Holdings
CompanyHoldings (%)
ZOMATO LIMITED EQ5.16
Bharat Dynamics Limited5.03
TRENT LIMITED EQ NEW FV Re. 1/-4.67
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-4.04
SUZLON ENERGY LIMITED EQ. NEW RS. 2/-3.96
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-3.92
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/-3.82
WAAREE ENERGIES LIMITED EQ3.73
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/-3.63
APAR INDUSTRIES LIMITED EQ3.56
PTC INDUSTRIES LIMITED EQ3.42
Hindustan Aeronautics Ltd3.3
INOX WIND LIMITED EQ3.27
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.26
ZEN TECHNOLOGIES LIMITED EQ NEW FV RE. 1/-3.23
BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/-3.2
MCX INDIA LIMITED EQ NEW RS. 10/-3.19
GE T&D INDIA LIMITED EQ NEW RS. 2/-3.03
PRESTIGE ESTATES PROJECTS LIMITED EQ2.92
PREMIER ENERGIES LIMITED EQ2.91
KALYAN JEWELLERS INDIA LIMITED EQ2.76
KAYNES TECHNOLOGY INDIA LIMITED EQ2.76
AMBER ENTERPRISES INDIA LIMITED EQ2.66
ANGEL ONE LIMITED EQ.2.65
STELIS BIOPHARMA LIMITED EQ NEW FV RE.1/-2.63
GUJARAT FLUOROCHEMICALS LIMITED EQ2.54
V2 RETAIL LIMITED EQ2.47
DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/-2.33
RELIGARE ENTERPRISES LIMITED EQ2.23
THE PHOENIX MILLS LIMITED EQ NEW RS.2/-1.99
TRP_0206250.95
Net Receivables / (Payables)0.43
K.P.R. MILL LIMITED EQ NEW FV Re. 1/-0.36
Sector Allocation
Created with Highcharts 4.1.4Capital GoodsFinancial ServicesConsumer ServicesConsumer DurablesRealtyAutomobile and Auto ComponentsTelecommunicationHealthcareChemicalsOthers
Portfolio Holdings
Created with Highcharts 4.1.4ZOMATO LIMITED EQBharat Dynamics LimitedTRENT LIMITED EQ NEW FV Re. 1/-BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-SUZLON ENERGY LIMITED EQ. NEW RS. 2/-CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/-WAAREE ENERGIES LIMITED EQSAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/-Others