Motilal Oswal Large & Midcap Fund - Growth - Regular Plan

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  • (-1.4%)Nav, as on 30-04-2025

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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 (₹)

  • 52 Week Low Nav (₹)

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  • 52 Week High Nav (₹)

  • 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 3.54 2.29 12.06 24.65 28.58 22.06
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 12.06 24.65 28.58 1.74 8,712.99
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Jul 09, 2010 Unrated 4.82 14.29 23.99 1.55 36,506.79
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 8.97 16.54 26.20 1.60 29,416.39
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 4.80 17.81 24.75 1.61 24,912.67
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 6.63 19.89 28.93 1.66 23,379.95
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 11.35 16.05 24.17 1.62 23,163.33

Fund Holdings as on 31-March-2025

  • Trent Limited

  • Zomato Limited

  • Bharat Electronics Limited

  • PTC Industries Limited

  • Bharti Airtel Limited

  • CG Power and Industrial Solutions Limited

  • Amber Enterprises India Limited

  • Suzlon Energy Limited

  • Bharat Dynamics Limited

  • Bajaj Finance Limited

  • Coforge Limited

  • Hindustan Aeronautics Limited

  • Gujarat Fluorochemicals Limited

  • Samvardhana Motherson International Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Inox Wind Limited

  • Waaree Energies Limited

  • Kalyan Jewellers India Limited

  • Religare Enterprises Limited

  • Multi Commodity Exchange of India Limited

  • V2 Retail Limited

  • The Phoenix Mills Limited

  • Prestige Estates Projects Limited

  • Premier Energies Limited

  • Onesource Specialty Pharma Limited

  • Kaynes Technology India Limited

  • Zen Technologies Limited

  • GE Vernova T&D India Limited

  • Apar Industries Limited

  • Dixon Technologies (India) Limited

  • Angel One Limited

  • Net Receivables / (Payables)

  • Collateralized Borrowing & Lending Obligation

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  • Electric Equipment

  • Defence

  • Retailing

  • Finance - NBFC

  • Construction - Real Estate

  • e-Commerce

  • Electronics - Components

  • Finance - Stock Broking

  • Castings/Forgings

  • Telecommunication - Service Provider

  • Air Conditioners

  • IT - Software

  • Chemicals

  • Auto Ancillary

  • Diamond & Jewellery

  • Finance - Investment

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Consumer Durables - Electronics

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Fund Manager

  • Cash

  • 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 ₹8,712.99 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 ₹-0.42(-1.4%)yesterday to ₹29.7344.

Among its top 3 holdings the fund has exposure to Trent 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