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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: 1.75% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 7,624.82 Cr As on (28-02-2025)
Turn over: 85%
NAV as on 01-04-2025

28.6055

-0.52 (-1.8084%)

CAGR Since Inception

20.8%

NIFTY Large Midcap 250 TRI 15.81%

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

Scheme Performance (%)

Data as on - 01-04-2025

Yearly Performance (%)

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.

NAV & Lumpsum details( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value		 Returns
(%)
22-10-2019 10.22 9,782.44 1,00,000 0.0 %
22-11-2019 10.38 - 1,01,544 1.54 %
23-12-2019 10.55 - 1,03,230 3.23 %
22-01-2020 10.91 - 1,06,771 6.77 %
24-02-2020 11.15 - 1,09,087 9.09 %
23-03-2020 7.05 - 68,994 -31.01 %
22-04-2020 8.30 - 81,203 -18.8 %
22-05-2020 7.95 - 77,786 -22.21 %
22-06-2020 9.18 - 89,761 -10.24 %
22-07-2020 9.60 - 93,885 -6.12 %
24-08-2020 9.87 - 96,560 -3.44 %
22-09-2020 9.44 - 92,391 -7.61 %
22-10-2020 10.02 - 98,005 -1.99 %
23-11-2020 11.10 - 1,08,621 8.62 %
22-12-2020 11.48 - 1,12,260 12.26 %
22-01-2021 12.29 - 1,20,229 20.23 %
22-02-2021 13.12 - 1,28,297 28.3 %
22-03-2021 13.12 - 1,28,339 28.34 %
22-04-2021 12.97 - 1,26,881 26.88 %
24-05-2021 13.88 - 1,35,808 35.81 %
22-06-2021 14.54 - 1,42,277 42.28 %
22-07-2021 15.26 - 1,49,274 49.27 %
23-08-2021 15.67 - 1,53,260 53.26 %
22-09-2021 16.56 - 1,61,976 61.98 %
22-10-2021 16.60 - 1,62,360 62.36 %
22-11-2021 16.51 - 1,61,552 61.55 %
22-12-2021 16.33 - 1,59,742 59.74 %
24-01-2022 16.71 - 1,63,426 63.43 %
22-02-2022 15.97 - 1,56,214 56.21 %
22-03-2022 15.32 - 1,49,834 49.83 %
22-04-2022 15.70 - 1,53,610 53.61 %
23-05-2022 14.42 - 1,41,090 41.09 %
22-06-2022 13.71 - 1,34,110 34.11 %
22-07-2022 15.46 - 1,51,228 51.23 %
22-08-2022 16.08 - 1,57,344 57.34 %
22-09-2022 16.68 - 1,63,150 63.15 %
25-10-2022 16.67 - 1,63,035 63.03 %
22-11-2022 16.97 - 1,65,979 65.98 %
22-12-2022 17.08 - 1,67,122 67.12 %
23-01-2023 17.00 - 1,66,329 66.33 %
22-02-2023 16.86 - 1,64,954 64.95 %
22-03-2023 16.70 - 1,63,369 63.37 %
24-04-2023 17.14 - 1,67,656 67.66 %
22-05-2023 18.05 - 1,76,601 76.6 %
22-06-2023 19.03 - 1,86,182 86.18 %
24-07-2023 19.79 - 1,93,606 93.61 %
22-08-2023 20.24 - 1,97,975 97.97 %
22-09-2023 20.92 - 2,04,619 104.62 %
23-10-2023 20.54 - 2,00,941 100.94 %
22-11-2023 21.86 - 2,13,878 113.88 %
22-12-2023 23.51 - 2,30,011 130.01 %
23-01-2024 23.69 - 2,31,774 131.77 %
22-02-2024 25.34 - 2,47,886 147.89 %
22-03-2024 24.64 - 2,41,081 141.08 %
22-04-2024 26.43 - 2,58,581 158.58 %
22-05-2024 27.54 - 2,69,386 169.39 %
24-06-2024 29.65 - 2,90,086 190.09 %
22-07-2024 29.35 - 2,87,120 187.12 %
22-08-2024 31.85 - 3,11,589 211.59 %
23-09-2024 34.63 - 3,38,813 238.81 %
22-10-2024 32.84 - 3,21,237 221.24 %
22-11-2024 32.14 - 3,14,417 214.42 %
23-12-2024 34.94 - 3,41,769 241.77 %
22-01-2025 30.28 - 2,96,257 196.26 %
24-02-2025 27.69 - 2,70,917 170.92 %
24-03-2025 29.51 - 2,88,688 188.69 %
02-04-2025 29.02 - 2,83,928 183.93 %

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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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 0.7 3.03 1.05 - -
Equity: Large and Mid Cap - - - - - -

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

Compare SIP Compare Lumpsum
Amount :
Start :
End :
Period
Data as on - 01-04-2025
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 10.46 30.04 21.94 30.28 0.0
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 13.01 27.6 18.45 28.48 14.31
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 12.45 25.33 13.48 24.84 13.61
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 12.29 30.65 18.9 26.9 13.64
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 11.2 21.9 16.0 28.31 13.9
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 10.21 28.1 18.6 31.61 12.31
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 9.56 27.01 19.24 32.5 14.23
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 9.25 30.02 20.41 31.16 13.95
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 9.04 27.14 17.17 29.14 11.31
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 8.73 22.36 13.39 26.18 14.63

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

Asset Allocation (%)

Allocation Percentage (%)

Market Cap Distribution

Small Cap

22.99%

Others

2.08%

Large Cap

35.63%

Mid Cap

39.29%

Total

100%