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: 1.74% As on ( 31-03-2025)
Status: Open Ended
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 8,699.36 Cr As on ( 31-03-2025)
Turn over: 85
NAV as on 29-04-2025

30.1581

0.2 ( 0.6718% )

CAGR Since Inception

21.64%

NIFTY Large Midcap 250 TRI

16.04%

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

Scheme Performance (%) Data as on - 29-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 12.06 24.68 28.59 - 21.64
NIFTY LARGE MIDCAP 250 TRI 7.16 18.02 27.35 15.59 16.04
Equity: Large and Mid Cap 7.55 17.44 25.22 14.12 13.83

Yearly Performance (%)

Fund Managers

Ajay Khandelwal, Niket Shah, Ankush Sood, Rakesh Shetty

Investment Objective

The Scheme seeks 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.

Riskometer

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 0.82 5.05 1.1 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION of Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Period :
Data as on - 29-04-2025
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 12.06 31.73 24.68 28.59 0.0
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 15.87 31.59 22.1 25.11 14.89
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 12.11 27.99 20.71 25.98 15.33
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 11.35 23.31 16.06 24.19 15.69
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 11.29 27.81 21.4 30.14 15.08
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 11.28 22.01 14.66 25.2 11.41
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 10.93 28.14 20.27 27.41 12.28
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 10.81 27.65 21.23 28.99 13.41
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 10.54 25.68 19.01 26.27 15.5
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 10.24 0.0 0.0 0.0 0.0

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

Asset Allocation (%)

Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.