Motilal Oswal Large and Midcap Fund Direct Growth
- Large & Mid-Cap
- Equity
- Very High Risk
Rating:
5
Key Metrics
Aum
₹18,413.16 Cr
Expense Ratio
0.90%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
17 Oct 2019
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.14% | -- |
| 3 Months | +4.7% | -- |
| 6 Months | +11.42% | -- |
| 1 Year | +13.21% | +13.21% |
| 2 Years | -- | +11.07% |
| 3 Years | +91.24% | +24.12% |
| 5 Years | +151.57% | +20.26% |
| Since Launch | +306.04% | +22.82% |
Holdings as on 12 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Eternal | 929.19 | 5.05 |
| CG Power and Industrial Solutions | 924.16 | 5.02 |
| Muthoot Finance | 838.98 | 4.56 |
| Shriram Finance | 821.91 | 4.46 |
| Samvardhana Motherson International | 786.53 | 4.27 |
| Multi Commodity Exchange Of India | 785.67 | 4.27 |
| Apar Industries | 778.22 | 4.23 |
| Suzlon Energy | 767.18 | 4.17 |
| PTC Industries | 728.46 | 3.96 |
| One 97 Communications | 697.34 | 3.79 |
Morning Star Rating
Rating:
5
Risk
Return
Risk & Volitility
0.77
Sharpe Ratio
21.33%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Motilal Oswal Large and Midcap Fund Direct Growth | +13.21% | +24.12% | +20.26% |
| Bandhan Large & Mid Cap Fund Direct Plan Growth | +9.22% | +20.23% | +18.25% |
| Axis Large & Mid Cap Fund Direct Growth | +11.95% | +17.41% | +14.38% |
| DSP Large & Mid Cap Fund Direct Plan Growth | +5.86% | +16.03% | +13.74% |
| Canara Robeco Large and Mid Cap Fund Direct Plan Growth Option | +4.28% | +14.96% | +12.87% |
Results are calculated on CAGR basis
About Fund
The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
The Motilal Oswal Large and Midcap Fund Direct Growth has an AUM of 18413.16 crores & has delivered CAGR of 20.26 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.90%. The minimum investment in Motilal Oswal Large and Midcap Fund Direct Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Eternal, CG Power and Industrial Solutions, Muthoot Finance, Shriram Finance.
The major sectors where the fund is invested are Consumer Financial Services, Electronic Instr. & Controls, Misc. Capital Goods, Semiconductors.
Some of the similar funds are Motilal Oswal Large and Midcap Fund Direct Growth, Bandhan Large & Mid Cap Fund Direct Plan Growth, Axis Large & Mid Cap Fund Direct Growth, DSP Large & Mid Cap Fund Direct Plan Growth, Canara Robeco Large and Mid Cap Fund Direct Plan Growth Option. Motilal Oswal Large and Midcap Fund Direct Growth has a sharpe ratio of 0.77 & a standard deviation of 21.33%.
FAQs
According to the morning star rating Motilal Oswal Large and Midcap Fund Direct Growth has a Medium risk & Exceptional return.
Motilal Oswal Large and Midcap Fund Direct Growth is managed by Varun Sharma,Swapnil Mayekar,Ajay Khandelwal,Ankit Agarwal,Rakesh Shetty.
The expense ratio of Motilal Oswal Large and Midcap Fund Direct Growth is 0.90%.
The 5 year annualized return on Motilal Oswal Large and Midcap Fund Direct Growth is 20.26% & it has generated 13.21% in the last 1 year.
The minimum investment in Motilal Oswal Large and Midcap Fund Direct Growth is 500 Rs.
Motilal Oswal Large and Midcap Fund Direct Growth has an AUM of 18413.16 crores.
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