← Equity: Large and Mid Cap
Start this SIP →
Motilal Oswal Mutual Fund · Equity: Large and Mid Cap
Motilal Oswal Large And Midcap Fund - Regular Plan Growth
To provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
EquityBenchmark · Nifty Large Midcap 250 TRITER · 1.85%Inception · 01-10-2019
NAV
₹37.82
+0.70% · as of 28-08-2026
Since inception
21.03%
CAGR
Benchmark (inception)
15.54%
CAGR
Fund size
₹18,445 Cr
AUM
Expense ratio
1.85%
31-07-2026
Performance
Returns vs benchmark & category
Since inception: +21.03% CAGR vs benchmark +15.54%.
Portfolio
Where the money is invested
Top holdings
MUTHOOT FINANCE LIMITED EQ5.37%
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/-5.27%
ZOMATO LIMITED EQ5.05%
Multi Commodity Exchange of India L5.03%
Shriram Finance Limited4.29%
SUZLON ENERGY LIMITED EQ. NEW RS. 2/-4.21%
PREMIER ENERGIES LIMITED EQ4.15%
STELIS BIOPHARMA LIMITED EQ NEW FV RE.1/-4.05%
PTC INDUSTRIES LIMITED EQ3.99%
WAAREE ENERGIES LIMITED EQ3.86%
Sector allocation
Capital Goods36.25%
Financial Services25.96%
Automobile and Auto Components10.33%
Consumer Services7.12%
Healthcare6.67%
Consumer Durables6.34%
Chemicals3.22%
Metals & Mining2.08%
Telecommunication0.70%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 21.0% p.a.₹10,000
10 years
Projected value
₹40,89,180
Invested: ₹12,00,000
Gained: ₹28,89,180
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Ajay Khandelwal, Mr. Ankit Agarwal, Mr. Rakesh Shetty and Mr. Swapnil Mayekar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
147701
ISIN (Growth)
INF247L01965
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Large and Mid Cap funds
Quant Large & Midcap Gr
₹126.57
1Y
+15.6%
3Y
+16.1%
5Y
+16.1%
HSBC Large And Mid Cap Gr
₹30.37
1Y
+15.2%
3Y
+18.6%
5Y
+15.0%
Sundaram Large And Midcap Gr
₹95.20
1Y
+13.8%
3Y
+15.7%
5Y
+12.8%
Invesco India Large And Mid Cap Gr
₹111.54
1Y
+11.8%
3Y
+23.1%
5Y
+17.4%
Bank Of India Large & Mid Cap Fund Eco Plan Gr
₹104.64
1Y
+11.0%
3Y
+15.2%
5Y
+12.9%
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.