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Fund Overview of Motilal Oswal Large And Midcap Fund Regular-growth
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₹17,420.4 CrAUM
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₹35.87NAV
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1.81%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Motilal Oswal Large And Midcap Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 15.50% | NA | 2.80% |
| 6 Months | 10.08% | NA | 12.07% |
| 1 Year | 8.08% | 8.08% | -3.06% |
| 2 Years | 22.81% | 10.82% | 20.08% |
| 3 Years | 87.55% | 23.32% | 19.56% |
| 5 Years | 146.51% | 19.78% | 23.46% |
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Asset Allocation
equities
98.67%other assets or cash equivalents
1.33%Motilal Oswal Large And Midcap Fund Regular-growth is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 17 Oct 2019, the fund aims Long term capital appreciation. Investment predominantly in equity and equity related instruments of large and midcap stocks. It manages assets worth ₹17,420.4 crore as on Sun May 31, 2026. The expense ratio stands at 1.81%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Motilal Oswal Large And Midcap Fund Regular-growth
The portfolio allocation consists of 98.67% in equities, 1.33% in other assets or cash equivalents.Managed by Rakesh Shetty, it has delivered a return of 8.08% in the last year, a total return since inception of 21.10%.
Based on individual goals investors often compare best sip to invest as part of the long-term financial strategy.
Key Metrics of Motilal Oswal Large And Midcap Fund Regular-growth
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Standard Deviation21.34%
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Sharpe Ratio0.84%
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Alpha9.28%
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Beta1.19%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Large And Midcap Fund Direct-growth  |
₹17,420 | 3.48% | 15.79% | 9.18% | 24.81% | 21.38% |
| Motilal Oswal Large And Midcap Fund Direct-idcw |
₹17,420 | 3.48% | 15.79% | 9.18% | 24.81% | 21.38% |
| Motilal Oswal Large And Midcap Fund Regular-growth |
₹17,420 | 3.39% | 15.50% | 8.08% | 23.32% | 19.78% |
| Motilal Oswal Large And Midcap Fund Regular-idcw |
₹17,420 | 3.39% | 15.50% | 8.08% | 23.32% | 19.78% |
| Invesco India Large & Mid Cap Fund Direct-growth |
₹10,154 | 6.05% | 15.27% | 8.41% | 24.01% | 18.96% |
| Invesco India Large & Mid Cap Fund Direct-idcw |
₹10,154 | 6.05% | 15.27% | 8.41% | 24.01% | 18.96% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹30,147 | 2.68% | 5.68% | 3.09% | 18.72% | 18.56% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-idcw |
₹30,147 | 2.68% | 5.68% | 3.09% | 18.72% | 18.56% |
| Bandhan Large & Mid Cap Fund Direct-growth |
₹17,461 | 0.69% | 8.15% | 6.63% | 22.08% | 18.54% |
| Bandhan Large & Mid Cap Fund Direct-idcw |
₹17,461 | 0.69% | 8.15% | 6.63% | 22.08% | 18.54% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Motilal Oswal Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Motilal Oswal Large And Midcap Fund Direct-growth
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₹17,420 | 3.48% | 15.79% | 10.62% | 9.18% | 24.81% |
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Motilal Oswal Large And Midcap Fund Regular-idcw
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₹17,420 | 3.39% | 15.50% | 10.08% | 8.08% | 23.32% |
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Motilal Oswal Large And Midcap Fund Direct-idcw
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₹17,420 | 3.48% | 15.79% | 10.62% | 9.18% | 24.81% |
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Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular-growth
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₹961 | 3.16% | 7.40% | 0.09% | -1.39% | 12.93% |
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Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct-growth
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₹961 | 3.23% | 7.60% | 0.45% | -0.70% | 13.71% |
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Motilal Oswal Nifty 200 Momentum 30 Etf-growth
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₹126 | 3.23% | 7.64% | 0.51% | -0.62% | 13.72% |
Motilal Oswal Bse Low Volatility Index Fund Regular-growth
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₹87 | -0.16% | 1.49% | -5.82% | -3.02% | 9.88% |
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Motilal Oswal Bse Low Volatility Index Fund Direct-growth
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₹87 | -0.10% | 1.67% | -5.48% | -2.29% | 10.62% |
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Motilal Oswal Bse Low Volatility Etf-growth
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₹64 | -0.09% | 1.68% | -5.44% | -2.31% | 10.94% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Mirae Asset Large & Midcap Fund Regular-growth |
₹42,792 | ₹153.22 | 14.45% | 12.15% | 16.64% |
| Mirae Asset Large & Midcap Fund Direct-growth |
₹42,792 | ₹173.90 | 15.52% | 13.23% | 17.71% |
| Mirae Asset Large & Midcap Fund Regular-idcw |
₹42,792 | ₹47.13 | 14.45% | 12.15% | 16.64% |
| Mirae Asset Large & Midcap Fund Direct-idcw |
₹42,792 | ₹81.54 | 15.52% | 13.23% | 17.71% |
| SBI Large & Midcap Fund-growth |
₹39,424 | ₹636.90 | 14.28% | 14.35% | 14.89% |
| SBI Large & Midcap Fund Direct Plan-growth |
₹39,424 | ₹696.08 | 15.27% | 15.31% | 15.76% |
| SBI Large & Midcap Fund Direct Plan-idcw |
₹39,424 | ₹362.81 | 15.27% | 15.31% | 15.76% |
| SBI Large & Midcap Fund-idcw |
₹39,424 | ₹287.74 | 14.28% | 14.35% | 14.89% |
| ICICI Prudential Large & Mid Cap Fund-growth |
₹30,147 | ₹1,015.04 | 17.69% | 17.55% | 15.55% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹30,147 | ₹1,142.87 | 18.72% | 18.56% | 16.62% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Muthoot Finance Ltd | Financial | 5.37% | ₹935.71 Cr |
| Cg Power & Industrial Solutions Ltd | Industrials | 5.27% | ₹917.45 Cr |
| Zomato Ltd | Technology | 5.05% | ₹879.95 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 5.03% | ₹876.28 Cr |
| Shriram Transport Finance Company Ltd | Financial | 4.29% | ₹746.98 Cr |
| Suzlon Energy Ltd | Industrials | 4.21% | ₹733.44 Cr |
| Premier Energies Ltd. | Energy & Utilities | 4.15% | ₹722.22 Cr |
| Onesource Specialty Pharma Ltd | Healthcare | 4.05% | ₹705.05 Cr |
| Ptc Industries Ltd | Materials | 3.99% | ₹694.81 Cr |
| Waaree Energies Ltd. | Energy & Utilities | 3.86% | ₹672.26 Cr |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 3.84% | ₹669.29 Cr |
| Apar Industries Ltd | Diversified | 3.83% | ₹667.84 Cr |
| One 97 Communications Ltd | Industrials | 3.72% | ₹648.60 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 3.72% | ₹647.37 Cr |
| Zen Technologies Ltd | Technology | 3.64% | ₹634.73 Cr |
| Billionbrains Garage Ventures Ltd. | 3.61% | ₹629.11 Cr | |
| Bharat Electronics Ltd | Industrials | 3.54% | ₹616.13 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 3.31% | ₹577.17 Cr |
| Gujarat Fluorochemicals Ltd | Materials | 3.22% | ₹561.63 Cr |
| Titan Company Ltd | Consumer Discretionary | 3.03% | ₹527.07 Cr |
| Ola Electric Mobility Ltd. | Consumer Discretionary | 2.77% | ₹483.11 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.62% | ₹456.39 Cr |
| Bajaj Finance Ltd | Financial | 2.59% | ₹450.40 Cr |
| Bharat Dynamics Ltd | Industrials | 2.28% | ₹397.81 Cr |
| Jain Resource Recycling Ltd. | 2.08% | ₹362.99 Cr | |
| V2 Retail Ltd | Consumer Discretionary | 2.07% | ₹361.00 Cr |
| Ge T&d India Ltd | Industrials | 1.48% | ₹258.46 Cr |
| Religare Enterprises Ltd | Financial | 1.35% | ₹235.17 Cr |
| Net Receivables | Unspecified | 1.33% | ₹229.60 Cr |
| Sterlite Technologies Ltd | Technology | 0.70% | ₹122.41 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Large And Midcap Fund Direct-growth |
₹39.49 | 24.81% | 21.38% | - |
| Motilal Oswal Large And Midcap Fund Direct-idcw |
₹27.91 | 24.81% | 21.38% | - |
| Motilal Oswal Large And Midcap Fund Regular-growth |
₹35.87 | 23.32% | 19.78% | - |
| Motilal Oswal Large And Midcap Fund Regular-idcw |
₹25.47 | 23.32% | 19.78% | - |
| Invesco India Large & Mid Cap Fund Direct-growth |
₹125.59 | 24.01% | 18.96% | - |
| Invesco India Large & Mid Cap Fund Direct-idcw |
₹53.49 | 24.01% | 18.96% | - |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹1,142.87 | 18.72% | 18.56% | - |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-idcw |
₹53.39 | 18.72% | 18.56% | - |
| Bandhan Large & Mid Cap Fund Direct-growth |
₹163.00 | 22.08% | 18.54% | - |
| Bandhan Large & Mid Cap Fund Direct-idcw |
₹36.26 | 22.08% | 18.54% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Motilal Oswal Large And Midcap Fund Regular-growth
What is the current AUM of Motilal Oswal Large And Midcap Fund Regular-growth?
As of Sun May 31, 2026, Motilal Oswal Large And Midcap Fund Regular-growth manages assets worth ₹17,420.4 crore
How has Motilal Oswal Large And Midcap Fund Regular-growth performed recently?
- 3 Months: 15.50%
- 6 Months: 10.08%
What is the long-term performance of Motilal Oswal Large And Midcap Fund Regular-growth?
- 3 Years CAGR: 23.32%
- 5 Years CAGR: 19.78%
- Since Inception: 21.10%
What is the portfolio composition of Motilal Oswal Large And Midcap Fund Regular-growth?
Equity: 98.67%, Others: 1.33%.
Who manages Motilal Oswal Large And Midcap Fund Regular-growth?
Motilal Oswal Large And Midcap Fund Regular-growth is managed by Rakesh Shetty from Motilal Oswal Mutual Fund.
What is the market-cap allocation of Motilal Oswal Large And Midcap Fund Regular-growth?
Large Cap: 36.08%, Mid Cap: 35.87%, Small Cap: 28.05%.
Which are the top companies Motilal Oswal Large And Midcap Fund Regular-growth has invested in?
- Muthoot Finance Ltd – 5.37% of the fund's portfolio
- CG Power & Industrial Solutions Ltd – 5.27% of the fund's portfolio
- Zomato Ltd – 5.05% of the fund's portfolio
- Multi Commodity Exchange Of India Ltd – 5.03% of the fund's portfolio
- Shriram Transport Finance Company Ltd – 4.29% of the fund's portfolio
Which are the major sectors Motilal Oswal Large And Midcap Fund Regular-growth focuses on?
- Industrials – 20.50% of the fund's portfolio
- Consumer Discretionary – 18.74% of the fund's portfolio
- Financial – 18.63% of the fund's portfolio
- Technology – 9.39% of the fund's portfolio
- Energy & Utilities – 8.01% of the fund's portfolio
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