Motilal Oswal Large & Midcap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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Fund Objective

The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 2.53 1.71 1.16 28.49 28.31 23.14
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY LargeMidcap 250 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Large and Midcap Fund - Regular Plan Growth Oct 17, 2019 1.16 28.49 28.31 1.67 13,777.98
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 2.14 17.03 23.18 1.58 34,065.48
Kotak Large & Midcap Fund - Growth Sep 09, 2004 1.02 19.77 21.97 1.57 28,380.64
Canara Robeco Large and Mid Cap Fund - Regular Plan - GROWTH Mar 11, 2005 -1.21 16.79 20.35 1.60 25,483.99
ICICI Prudential Large & Mid Cap Fund - Growth Jul 09, 1998 4.19 22.15 27.39 1.65 24,424.21
Tata Large & Mid Cap Fund- Regular Plan - Growth Feb 25, 1993 -4.12 14.31 19.09 1.77 8,510.23

Fund Holdings as on 30-September-2025

  • Eternal Limited

  • Bharat Electronics Limited

  • CG Power and Industrial Solutions Limited

  • Waaree Energies Limited

  • Bajaj Finance Limited

  • PTC Industries Limited

  • Amber Enterprises India Limited

  • Muthoot Finance Limited

  • Siemens Energy India Limited

  • Samvardhana Motherson International Limited

  • Multi Commodity Exchange of India Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Apar Industries Limited

  • Hindustan Aeronautics Limited

  • Suzlon Energy Limited

  • GE Vernova T&D India Limited

  • One 97 Communications Limited

  • Onesource Specialty Pharma Limited

  • Premier Energies Limited

  • Kaynes Technology India Limited

  • Ola Electric Mobility Ltd

  • Prestige Estates Projects Limited

  • Bharat Dynamics Limited

  • Gujarat Fluorochemicals Limited

  • Zen Technologies Limited

  • V2 Retail Limited

  • Inox Wind Limited

  • Religare Enterprises Limited

  • Dixon Technologies (India) Limited

  • Trent Limited

  • PB Fintech Limited

  • Angel One Limited

  • TVS Motor Company Limited

  • Collateralized Borrowing & Lending Obligation

  • K.P.R. Mill Limited

  • Net Receivables / (Payables)

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  • Electric Equipment

  • Defence

  • Finance - NBFC

  • e-Commerce

  • Electronics - Components

  • Finance - Stock Broking

  • Fintech

  • Retailing

  • Automobile Two & Three Wheelers

  • Castings/Forgings

  • Air Conditioners

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • Construction - Real Estate

  • Chemicals

  • Consumer Durables - Electronics

  • Finance - Investment

  • Miscellaneous

  • Textile

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Fund Manager

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About Motilal Oswal Large & Midcap Fund

Scheme Analysis

Motilal Oswal Large & Midcap Fund is a Equity - Large & Mid Cap Fund fund and belongs to Motilal Oswal Mutual Fund. It was launched on 17-Oct-2019 and currently has an AUM of ₹13,777.98 crore. Motilal Oswal Large & Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY LargeMidcap 250 - TRI as secondary index.

The NAV of Motilal Oswal Large & Midcap Fund ended up ₹0(0.01%)yesterday to ₹34.777.

Among its top 3 holdings the fund has exposure to Eternal Limited, and

The Motilal Oswal Large & Midcap Fund is managed by Ajay Khandelwal and Rakesh Shetty.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161