₹ 27.8
NAV (Apr 11)
Investment Duration5 years
7,32,612
Total Investment7,59,767
Wealth Gained14,92,379
Total Corpus Created (₹)
With CAGR of 27.341 % in 5 years₹ 27.7972
NAV (Apr 11)
Last 1Y | 4.8% |
Last 3Y | 20% |
Last 5Y | 27.3% |
Last 10Y | - |
Since Inception | 20.5% |
6 Month CAGR | -19.5% |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Motilal Oswal Large and Midcap Fund (G) | 14,92,379 | 7,59,767 | 27.3% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Zomato Ltd.
7.08%Trent Ltd.
6.56%Kalyan Jewellers India Ltd.
6.53%Prestige Estates Projects Ltd.
5.62%Suzlon Energy Ltd.
5.27%Capital Goods
24.87%Services
21.57%Financial
8.95%Consumer Discretionary
6.75%Communication
6.04%Fund Name | Fund Size | |
---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr | ||
₹ 49,131 cr |
Motilal Oswal Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
22.8% | 21.6% | ||
20% | 20.5% | ||
18.9% | 15.5% | ||
17.7% | 16.7% | ||
16.2% | 23.2% |
Investment Duration5 years
7,32,612
Total Investment7,59,767
Wealth Gained14,92,379
Total Corpus Created (₹)
With CAGR of 27.341 % in 5 yearsMotilal 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.
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