Motilal Oswal Large & Midcap Fund - Growth - Regular Plan

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  • (-0.5%)Nav, as on 09-05-2025

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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  • 52 Week High Nav Date

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 8.03 -3.12 11.57 26.17 28.96 21.23
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 11.57 26.17 28.96 1.74 9,176.39
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 10.36 18.18 26.91 1.60 30,133.31
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 5.58 19.18 25.07 1.61 25,712.24
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 10.27 17.18 24.25 1.62 24,040.58
ICICI Prudential Large & Mid Cap Fund - Growth Jul 09, 1998 12.14 22.66 30.53 1.69 20,352.47
Axis Growth Opportunities Fund - Regular Plan - Growth Oct 22, 2018 Unrated 7.61 17.13 24.22 1.70 13,755.24

Fund Holdings as on 30-April-2025

  • Eternal Limited

  • Trent Limited

  • Bharat Dynamics Limited

  • Bharat Electronics Limited

  • Bharti Airtel Limited

  • Waaree Energies Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Suzlon Energy Limited

  • CG Power and Industrial Solutions Limited

  • Bajaj Finance Limited

  • Hindustan Aeronautics Limited

  • Inox Wind Limited

  • Multi Commodity Exchange of India Limited

  • Samvardhana Motherson International Limited

  • PTC Industries Limited

  • Prestige Estates Projects Limited

  • Kaynes Technology India Limited

  • Gujarat Fluorochemicals Limited

  • Dixon Technologies (India) Limited

  • Kalyan Jewellers India Limited

  • Amber Enterprises India Limited

  • Premier Energies Limited

  • Apar Industries Limited

  • The Phoenix Mills Limited

  • V2 Retail Limited

  • Zen Technologies Limited

  • GE Vernova T&D India Limited

  • Religare Enterprises Limited

  • Onesource Specialty Pharma Limited

  • Angel One Limited

  • Collateralized Borrowing & Lending Obligation

  • Angel One Limited May 2025 Future

  • Net Receivables / (Payables)

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  • Electric Equipment

  • Defence

  • Retailing

  • Finance - NBFC

  • Electronics - Components

  • Construction - Real Estate

  • e-Commerce

  • Finance - Stock Broking

  • Telecommunication - Service Provider

  • Auto Ancillary

  • Castings/Forgings

  • Chemicals

  • Consumer Durables - Electronics

  • Diamond & Jewellery

  • Air Conditioners

  • Finance - Investment

  • Pharmaceuticals & Drugs

  • Miscellaneous

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Fund Manager

  • Cash

  • Derivatives

  • Equity

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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 ₹9,176.39 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 down ₹-0.15(-0.5%)yesterday to ₹29.1882.

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