Motilal Oswal Mutual Fund

Motilal Oswal Large and Midcap Fund Regular Plan Growth

₹ 27.8

NAV (Apr 11)

27.341%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within large & mid cap mutual funds.
Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

View all 4 analysis

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Motilal Oswal Large and Midcap Fund Regular Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

7,59,767

Wealth Gained

14,92,379

Total Corpus Created (₹)

With CAGR of 27.341 % in 5 years

Historical NAV

₹ 27.7972

NAV (Apr 11)

Fund Returns

Last 1Y
4.8%
Last 3Y
20%
Last 5Y
27.3%
Last 10Y
-
Since Inception
20.5%
6 Month CAGR
-19.5%

Scheme Information

Investment Objective

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

Expense Ratio
1.75 %
Launched 5Y ago
2019-10-17
AUM in Crores
8713
ISIN
INF247L01965
Lock-in (days)
No Lock-in
Benchmark
NIFTY Large Midcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
18
Beta
1
Sharpe Ratio
0.7
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Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Large and Midcap Fund (G)70%14,92,379 7,59,76727.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Zomato Ltd.

7.08%
7.076%

Trent Ltd.

6.56%
6.562%

Kalyan Jewellers India Ltd.

6.53%
6.529%

Prestige Estates Projects Ltd.

5.62%
5.615%

Suzlon Energy Ltd.

5.27%
5.274%
See all holdings
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Allocation by Sector

Capital Goods

24.87%
24.865569%

Services

21.57%
21.571445%

Financial

8.95%
8.954608%

Consumer Discretionary

6.75%
6.748805%

Communication

6.04%
6.041078%
See all sectors
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comparison

Comparison with Equity Funds

amc-img

About the AMC

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund is a 100% wholly-owned subsidiary of Motilal Oswal Securities Limited. Motilal Oswal Mutual Fund's investment manager is Motilal Oswal Asset Management Company. Motilal Oswal AMC was incorporated in 2008 under the Companies Act, 1956. amc-img
Fund NameScripbox Opinion
Till Date CAGR

22.8%

21.6%

20%

20.5%

18.9%

15.5%

17.7%

16.7%

16.2%

23.2%

Motilal Oswal Large and Midcap Fund Regular Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

7,59,767

Wealth Gained

14,92,379

Total Corpus Created (₹)

With CAGR of 27.341 % in 5 years

Motilal Oswal Large and Midcap Fund Regular Plan Growth Review

Motilal Oswal Large and Midcap Fund Regular Plan Growth is a Large & Mid Cap Equity fund and has delivered an annualised return of 20.48% over 5 years. The fund has grown over a period of 5 years. The fund is managed by Motilal Oswal Mutual Fund. The fund managers are Ajay Khandelwal, Ankush Sood, Atul Mehra, Niket Shah, Rakesh Shetty, Santosh Singh, Sunil Sawant.

Nav of Motilal Oswal Large and Midcap Fund as of 4/11/2025 is ₹27.80 with the total AUM as of 4/14/2025 is ₹8712.99. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Large and Midcap Fund was launched on 2019-10-17. The category risk of the fund is Very High.

The minimum SIP amount for Motilal Oswal Large and Midcap Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Motilal Oswal Large and Midcap Fund Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Large Midcap 250 Total Return Index.

Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 4.77% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Large and Midcap Fund.

Frequently Asked Questions

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Motilal Oswal Large and Midcap Fund Regular Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

7,59,767

Wealth Gained

14,92,379

Total Corpus Created (₹)

With CAGR of 27.341 % in 5 years