Motilal Oswal Large & Midcap Fund - Growth - Regular Plan

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  • (-1.16%)Nav, as on 20-05-2025

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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 (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 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 10.95 17.44 18.17 31.98 32.96 23.46
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 18.17 31.98 32.96 1.76 9,176.39
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Jul 09, 2010 Unrated 6.75 18.88 26.85 1.54 37,798.82
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 11.79 21.41 28.74 1.60 30,133.31
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 6.14 22.52 27.38 1.60 25,712.24
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 8.88 24.66 31.92 1.66 24,326.39
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 13.09 20.66 26.61 1.61 24,040.58

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 ₹-0.38(-1.16%)yesterday to ₹32.1119.

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