Client Management | Digital KYC | Transactions | Investor App | AUM & Brokerage Reports | Lead Management | Automated Follow-Ups | MF Research | Multi-Asset Tracking
Login
Get Started
Home Mf Research Motilal Oswal Large And Midcap Fund Regular Plan Growth
MOTILAL OSWAL MUTUAL FUND

Mutual Fund Research

Motilal Oswal Large And Midcap Fund - Regular Plan - Growth

MOTILAL OSWAL MUTUAL FUND Equity Equity Large Mid Cap

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-26 ₹1,000.00 ₹1,040.34 +4.03%
Two Week 2026-10-19 ₹1,000.00 ₹997.02 -0.30%
One Month 2026-10-05 ₹1,000.00 ₹983.22 -1.68%
Three Months 2026-08-04 ₹3,000.00 ₹2,919.42 -2.69%
Six Months 2026-05-06 ₹6,000.00 ₹5,929.57 -1.17%
One Year 2025-11-03 ₹12,000.00 ₹12,514.79 +4.29%
Three Year 2023-11-03 ₹36,000.00 ₹41,916.61 +16.44%
Five Year 2021-11-03 ₹60,000.00 ₹92,643.21 +54.41%
Since Inception 2019-10-17 ₹86,000.00 ₹172,954.37 +101.11%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Electrical Equipment 18.40%
Finance 10.94%
Retailing 9.70%
Capital Markets 6.96%
Aerospace & Defense 6.95%
Chemicals & Petrochemicals 6.41%
Financial Technology (Fintech) 6.11%
Pharmaceuticals & Biotechnology 5.32%
Automobiles 4.95%
Industrial Products 4.73%
Telecom - Equipment & Accessories 4.32%
Other 3.29%
Auto Components 2.51%
Consumer Durables 2.38%
Diversified Metals 2.20%
Healthcare Services 2.06%
Construction 1.41%
Metals & Minerals Trading 1.36%

Top Holdings

Company-wise portfolio exposure

One 97 Communications Limited 6.11%
Eternal Limited 4.95%
PTC Industries Ltd 4.73%
Multi Commodity Exchange of India Limited 4.60%
Sterlite Technologies Limited 4.32%
Shriram Finance Limited 4.13%
Muthoot Finance Limited 4.04%
Apar Industries Limited 4.02%
Gujarat Fluorochemicals Limited 3.99%
GE Vernova T&D India Limited 3.15%
Premier Energies Limited 3.14%
Meesho Ltd 3.11%
Zen Technologies Limited 3.09%
CG Power and Industrial Solutions Limited 2.87%
Onesource Specialty Pharma Limited 2.86%
Suzlon Energy Limited 2.66%
Ola Electric Mobility Ltd 2.63%
Waaree Energies Limited 2.56%
Samvardhana Motherson International Limited 2.51%
Divi's Laboratories Limited 2.46%
Solar Industries India Limited 2.42%
Titan Company Limited 2.38%
Billionbrains Garage Ventures Ltd 2.36%
Ather Energy Limited 2.32%
Jain Resource Recycling Limited 2.20%
Bajaj Finance Ltd 2.13%
Bharat Electronics Limited 2.11%
Apollo Hospitals Enterprise Limited 1.96%
Bharat Dynamics Limited 1.75%
V2 Retail Limited 1.64%
Cemindia Projects Ltd 1.41%
Adani Enterprises Limited 1.36%
Religare Enterprises Limited 0.64%
Max Healthcare Institute Limited 0.10%
Triparty Repo 2.77%
Net Receivables / (Payables) 0.52%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
21.60%
Return volatility
β
Beta
1.1
Benchmark sensitivity
S
Sharpe Ratio
0.9
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Qsif Equity Long-Short Fund - Regular Plan - Growth 7.37% 0.00% 8.17%
Quant Large And Mid Cap Fund - Regular Plan - Growth 5.38% 13.48% 13.37%
HSBC Large & Mid Cap Fund - Regular Plan - Growth 4.16% 15.64% 14.85%
Invesco India Large & Mid Cap Fund - Regular Plan - Growth 2.31% 19.64% 13.01%
Bank Of India Large And Mid Cap Fund - Regular Plan - Growth 0.74% 12.54% 13.59%
Axis Large & Mid Cap Fund - Regular Plan - Growth 0.42% 13.22% 16.27%
Bank Of India Large And Mid Cap Fund - Regular Plan - Growth 0.02% 11.75% 12.93%
Diviniti Equity Long Short Fund - Regular Plan - Growth 0.00% 0.00% -14.83%
Qsif Equity Ex-Top 100 Long-Short Fund - Regular Plan - Growth 0.00% 0.00% 11.11%
Dynasif Equity Long - Short Fund - Regular Plan - Growth 0.00% 0.00% 0.54%

Returns are historical and do not guarantee future performance.

View All Equity Large Mid Cap Funds

Fund Family

Compare schemes from MOTILAL OSWAL MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Motilal Oswal Nasdaq Q 50 ETF - Regular Plan - Growth 39.59% 35.16% 13.23%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth 20.92% 28.69% 20.04%
Motilal Oswal Developed Market Ex US Etfs Overseas Equity Passive FOF - Regular Plan - Growth 20.60% 21.55% 20.61%
Motilal Oswal Focused Fund - Regular Plan - Growth 18.97% 13.08% 13.08%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 16.61% 0.00% 11.63%
Motilal Oswal Nasdaq 100 Fund Of Fund - Regular Plan - Growth 15.69% 33.70% 24.92%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 14.77% 0.00% 11.49%
Motilal Oswal Active Momentum Fund - Regular Plan - Growth 14.09% 0.00% 21.41%
Motilal Oswal Gold And Silver Passive Fund Of Funds - Regular Plan - Growth 14.05% 30.04% 26.78%
Motilal Oswal Special Opportunities Fund - Regular Plan - Growth 12.10% 0.00% 17.03%

Returns are historical and do not guarantee future performance.

View All MOTILAL OSWAL MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.81%
Expense Ratio (Direct)
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
NIFTY Large Midcap 250 TRI

Exit Load

Charges that may apply when you redeem units

1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme.
Top AMC/Fund Houses
360 ONE Mutual Fund AMC logo
360 ONE Mutual Fund
AUM
₹13,053 Cr
Age
15+ Years
Aditya Birla Sun Life Mutual Fund AMC logo
Aditya Birla Sun Life Mutual Fund
AUM
₹4.36 Lakh Cr
Age
31+ Years
Helios Mutual Fund AMC logo
Helios Mutual Fund
AUM
₹9,401 Cr
Age
1–2 Years
Bandhan Mutual Fund AMC logo
Bandhan Mutual Fund
AUM
₹1.78+ Lakh Cr
Age
4 Years
view all

FAQs

Is a Mutual Fund with a Lower NAV Better?

What Are the Charges in Mutual Fund Investments?

What Are the Tax Benefits of Mutual Funds?

Is It a Good Time to Invest in Mutual Funds?

What Is the Difference Between Dividend and Growth Plans?

Should I Invest in Infrastructure Funds?

What Are Sector-Specific Funds/Schemes?

What Happens If I Miss an SIP Payment?

How Can I Compare Different Mutual Funds?