Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Fund House: Motilal Oswal Mutual Fund
Category: Equity: Large and Mid Cap
Status: Open Ended Schemes
Launch Date: 01-10-2019
Minimum Investment: 500.0
Asset Class: Equity
Minimum Topup: 500.0
Benchmark: NIFTY Large Midcap 250 TRI
Total Assets: 10817.44 As on (30-05-2025)
Expense Ratio: 1.73% As on (31-05-2025)
Turn over: 81.00% | Exit Load: 1% - If redeemed on or before 1 Year from the date of allotment for Subscription received Wef 10-July-2024, Nil - If redeemed after 1 Year from the date of allotment.
NAV as on 12-06-2025
33.1548
-0.7249
CAGR Since Inception
23.18%
NIFTY Large Midcap 250 TRI 16.32%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 16.44 | 32.15 | 30.31 | - | 23.18 |
| NIFTY LARGE MIDCAP 250 TRI | 9.06 | 23.42 | 27.33 | 16.42 | 16.32 |
| Equity: Large and Mid Cap | 6.61 | 22.22 | 25.49 | 14.91 | 14.95 |
Funds Manager
Ajay Khandelwal, Niket Shah, Ankush Sood, Rakesh Shetty
RETURNS CALCULATORS for Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
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PORTFOLIO ANALYSIS of Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Motilal Oswal Large and Midcap Fund - Regular Plan Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Large and MidCap Reg Gr | 01-10-2019 | 16.44 | 33.63 | 32.15 | 30.31 | 0.0 |
| Invesco India Large and Mid Cap Gr | 09-08-2007 | 15.89 | 32.59 | 27.8 | 26.13 | 15.85 |
| Franklin India Equity Advtg Gr | 05-03-2005 | 10.61 | 22.69 | 18.92 | 24.77 | 12.09 |
| PGIM India Large and Mid Cap Reg Gr | 12-02-2024 | 10.19 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Large & MidCap Gr | 09-07-1998 | 9.85 | 27.09 | 24.58 | 29.49 | 15.81 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 22-12-2023 | 9.79 | 0.0 | 0.0 | 0.0 | 0.0 |
| UTI Large & Mid Cap Fund Reg Gr | 01-08-2005 | 9.29 | 27.88 | 24.99 | 28.36 | 14.22 |
| Bandhan Core Equity Reg Gr | 09-08-2005 | 9.01 | 30.47 | 27.88 | 28.9 | 15.8 |
| SBI Large & MidCap Reg Gr | 28-02-1993 | 8.92 | 21.23 | 21.58 | 26.42 | 15.16 |
| Edelweiss Large & MidCap Reg Gr | 14-06-2007 | 7.94 | 23.11 | 21.73 | 25.24 | 14.81 |
Asset Allocation (%)
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 | - | - | - | - | - | - |