Motilal Oswal Large and Midcap Fund · Regular · Growth
NAV
₹35.6307
as of 16 Jun 2026
Expense Ratio
1.69%
AUM
₹14,687 Cr
Lumpsum returns (CAGR)
- 1Y
- +6.71%
- 3Y
- +23.09%
- 5Y
- +19.63%
- Since Inception
- +21.01%
SIP returns (XIRR)
- 1Y
- +13.15%
- 3Y
- +16.42%
- 5Y
- +19.85%
- Since Inception
- +21.71%
Beat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹78,912
Benchmark
₹68,555
+₹10,357 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹40,000
Invested
₹78,912
Value today
20.4%
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
₹3,401
Value today
20.2%
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
₹4,00,000
Withdrawn
₹26,11,408
Corpus left
+₹20,11,408 net gain — withdrew ₹4,00,000 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
₹21,59,021
Value today
+5.8%
vs lumpsum
STP beat direct lumpsum by 5.8% — reduced timing risk paid off
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹4,82,153
Value today
4.8×
Multiple
Staying invested through that crash turned ₹1L into ₹4,82,153 — a 4.8× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.12
Sharpe Ratio
-0.02
Alpha
0.55
Beta
-0.12
Sortino
21.36%
Std Dev
-25.32%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Electrical Equipment22.00%
- Finance14.00%
- Aerospace & Defense10.00%
- Capital Markets9.00%
- Retailing8.00%
- Automobiles8.00%
- Pharmaceuticals & Biotechnology4.00%
- Industrial Products4.00%
- Financial Technology (Fintech)3.00%
- Consumer Durables3.00%
- Auto Components3.00%
- Chemicals & Petrochemicals3.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Multi Commodity Exchange Of India Limited5.25%
- 2Cg Power And Industrial Solutions Limited5.18%
- 3Eternal Limited5.07%
- 4Muthoot Finance Limited5.05%
- 5Billionbrains Garage Ventures Ltd4.61%
- 6Shriram Finance Limited4.31%
- 7Apar Industries Limited4.19%
- 8Waaree Energies Limited3.98%
- 9Onesource Specialty Pharma Limited3.95%
- 10Ptc Industries Ltd3.95%
Investment Objective
Motilal Oswal Large and Midcap Fund · Regular · 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 · 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