Money Lancer
Equity: Large and Mid Cap
Motilal Oswal Mutual Fund
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 · 1.91%Inception · 01-10-2019
NAV
34.84
-1.08% · as of 29-05-2026
Since inception
20.40%
CAGR
Benchmark (inception)
15.52%
CAGR
Fund size
₹16,777 Cr
AUM
Expense ratio
1.91%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +20.40% CAGR vs benchmark +15.52%.

Portfolio

Where the money is invested

Top holdings

ZOMATO LIMITED EQ5.53%
MUTHOOT FINANCE LIMITED EQ5.49%
Multi Commodity Exchange of India Ltd5.23%
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/-5.00%
WAAREE ENERGIES LIMITED EQ4.76%
Shriram Finance Limited4.60%
PTC INDUSTRIES LIMITED EQ4.32%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-4.32%
APAR INDUSTRIES LIMITED EQ4.24%
Billionbrains Garage Ventures Limited4.18%

Sector allocation

Capital Goods36.25%
Financial Services28.41%
Automobile and Auto Components11.65%
Consumer Services7.60%
Healthcare3.82%
Consumer Durables3.34%
Chemicals3.03%
Realty2.51%
Metals & Mining2.24%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 20.4% p.a.
₹10,000
10 years
Projected value
₹39,24,346
Invested: ₹12,00,000
Gained: ₹27,24,346
Start this SIP →

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. Atul Mehra, Mr. Ankit Agarwal, Mr. Rakesh Shetty, 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

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