Motilal Oswal Large and Midcap Fund - Regular Plan Growth
₹34.8357
₹0.38 (-1.07%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹34.8357
₹0.38 (-1.07%)
29 May 2026
AMFI: 147701
Direct · Growth
₹₹38.3254
₹0.41 (-1.06%)
29 May 2026
AMFI: 147704
Regular · IDCW
₹₹24.7322
₹0.27 (-1.07%)
29 May 2026
AMFI: 147703
Direct · IDCW
₹₹27.0880
₹0.29 (-1.06%)
29 May 2026
AMFI: 147706
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹39,500
Invested
₹80,334
Value today
21.3%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹3,484
Value today
20.8%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹3,95,000
Withdrawn
₹26,80,230
Corpus left
+₹20,75,230 net gain — withdrew ₹3,95,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹22,11,189
Value today
+5.8%
vs lumpsum
STP beat direct lumpsum by 5.8% — reduced timing risk paid off
Model your own STP with real NAVBeat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹80,334
Benchmark
₹68,512
+₹11,822 extra wealth vs the benchmark index
Backtest this SIP yourself₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹4,93,927
Value today
4.9×
Multiple
Staying invested through that crash turned ₹1L into ₹4,93,927 — a 4.9× return
Read: Staying invested through crashesDirect vs Regular — ₹500/month over 6 years
Expense ratio drag on your actual returns
Direct plan
₹73,427
Regular plan
₹69,867
Direct earns ₹3,560 more on a ₹36K investment — 1.65% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised-0.07
Sharpe Ratio
+0.01
Alpha
0.50
Beta
-0.06
Sortino
21.12%
Std Dev
-26.25%
Max Drawdown
Portfolio Holdings
Top 50 holdings · as of Apr 2026
| Security | % NAV |
|---|---|
Eternal Limited INE758T01015 | 5.53% |
Muthoot Finance Limited INE414G01012 | 5.49% |
Multi Commodity Exchange of India Limited INE745G01043 | 5.23% |
CG Power and Industrial Solutions Limited INE067A01029 | 5.00% |
Waaree Energies Limited INE377N01017 | 4.76% |
Shriram Finance Limited INE721A01047 | 4.60% |
PTC Industries Limited INE596F01018 | 4.32% |
Bharat Electronics Limited INE263A01024 | 4.32% |
Apar Industries Limited INE372A01015 | 4.24% |
Billionbrains Garage Ventures Ltd INE0HOQ01053 | 4.18% |
Premier Energies Limited INE0BS701011 | 3.84% |
Onesource Specialty Pharma Limited INE013P01021 | 3.82% |
Ather Energy Limited INE0LEZ01016 | 3.46% |
One 97 Communications Limited INE982J01020 | 3.43% |
Amber Enterprises India Limited INE371P01015 | 3.34% |
TVS Motor Company Limited INE494B01023 | 3.31% |
Samvardhana Motherson International Limited INE775A01035 | 3.17% |
Gujarat Fluorochemicals Limited INE09N301011 | 3.03% |
Zen Technologies Limited INE251B01027 | 2.99% |
Suzlon Energy Limited INE040H01021 | 2.69% |
| Security | % NAV |
|---|---|
Multi Commodity Exchange of India Limited INE745G01043 | 525.00% |
CG Power and Industrial Solutions Limited INE067A01029 | 518.00% |
Eternal Limited INE758T01015 | 507.00% |
Muthoot Finance Limited INE414G01012 | 505.00% |
Billionbrains Garage Ventures Ltd INE0HOQ01053 | 461.00% |
Shriram Finance Limited INE721A01047 | 431.00% |
Apar Industries Limited INE372A01015 | 419.00% |
Waaree Energies Limited INE377N01017 | 398.00% |
PTC Industries Ltd INE596F01018 | 395.00% |
Onesource Specialty Pharma Limited INE013P01021 | 395.00% |
Bharat Electronics Limited INE263A01024 | 388.00% |
Premier Energies Limited INE0BS701011 | 383.00% |
Ather Energy Limited INE0LEZ01016 | 373.00% |
Suzlon Energy Limited INE040H01021 | 355.00% |
One 97 Communications Limited INE982J01020 | 355.00% |
Amber Enterprises India Limited INE371P01015 | 341.00% |
Zen Technologies Limited INE251B01027 | 326.00% |
Samvardhana Motherson International Limited INE775A01035 | 323.00% |
Gujarat Fluorochemicals Limited INE09N301011 | 306.00% |
Collateralized Borrowing & Lending Obligation | 275.00% |
Titan Company Limited INE280A01028 | 270.00% |
Bharat Dynamics Limited INE171Z01026 | 269.00% |
Bajaj Finance Ltd INE296A01032 | 257.00% |
Ola Electric Mobility Ltd INE0LXG01040 | 229.00% |
TVS Motor Company Limited INE494B01023 | 195.00% |
Jain Resource Recycling Limited INE0YD401026 | 194.00% |
V2 Retail Limited INE945H01021 | 181.00% |
GE Vernova T&D India Limited INE200A01026 | 164.00% |
Apollo Hospitals Enterprise Limited INE437A01024 | 145.00% |
Religare Enterprises Limited INE621H01010 | 131.00% |
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Motilal Oswal Large and Midcap Fund - Regular Plan Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Motilal Oswal Large and Midcap Fund - Regular Plan Growth is a Large & Mid Cap mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹14,687 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY LARGEMIDCAP 250 INDEX - TRI. The current expense ratio is 1.69%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations