Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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Category: Equity: Large and Mid Cap
Launch Date: 01-10-2019
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 1.74% As on (31-01-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 844.69 Cr As on (31-01-2025)
Turn over: 85

NAV as on 21-02-2025

27.8975

-0.17 (-0.6065%)

CAGR Since Inception

20.69%

NIFTY Large Midcap 250 TRI 15.86%

PERFORMANCE of Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Scheme Performance (%) Data as on - 21-02-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Motilal Oswal Large and Midcap Fund - Regular Plan Growth	11.29	20.07	19.8	-	20.69
NIFTY LARGE MIDCAP 250 TRI	4.67	16.2	19.59	14.24	15.86
Equity: Large and Mid Cap	6.31	15.25	17.61	12.88	12.67

Yearly Performance (%)

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Fund Managers

Ajay Khandelwal, Niket Shah, Ankush Sood, Rakesh Shetty

Investment Objective

The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.

RETURNS CALCULATOR for Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Motilal Oswal Large and Midcap Fund - Regular Plan Growth	13.45	0.87	4.32	1.0	-	-
Equity: Large and Mid Cap	-	-	-	-	-	-

PEER COMPARISION of Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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Period

Data as on - 21-02-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Motilal Oswal Large and Midcap Fund - Regular Plan Growth	01-10-2019	11.29	27.9	20.07	19.8	0.0
Invesco India Large & Mid Cap Fund - Growth	09-08-2007	13.54	28.03	18.75	17.5	13.44
UTI Large & Mid Cap Fund - Regular Plan - Growth Option	01-08-2005	11.22	25.86	18.95	21.0	12.22
Nippon India Vision Fund-Growth Plan-Growth Option	05-10-1995	10.58	24.82	17.99	18.52	10.75
ICICI Prudential Large & Mid Cap Fund - Growth	09-07-1998	10.27	24.54	19.73	21.85	13.65
Axis Growth Opportunities Fund - Regular Plan - Growth	10-10-2018	9.92	22.48	14.4	18.34	0.0
LIC MF Large & Mid Cap Fund-Regular Plan-Growth	05-02-2015	9.91	21.44	13.29	15.19	0.0
Canara Robeco Emerging Equities - Regular Plan - Growth Option	05-03-2005	9.88	19.29	12.81	16.47	14.39
BANDHAN Core Equity Fund - Regular Plan - Growth	09-08-2005	9.73	27.1	20.69	19.87	13.89
DSP Equity Opportunities Fund-Regular Plan - Growth	16-05-2000	9.61	24.27	17.64	18.17	14.11

PORTFOLIO ANALYSIS of Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Asset Allocation (%)