Motilal Oswal Large and Midcap Fund Regular Growth

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Equity
Large & Mid-Cap
Rating 5
Plan

34.54 -0.15 (-0.43%) NAV as on 13 Nov, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)14870.27
CAGR 11.52%
Exit Load1.00%
Expense ratio1.67%
CategoryEquity
Min Investment500
Min SIP500
Launch Date2019-10-17

Asset Allocation

Holdings As On - 16 November 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

Eternal
961.54
6.47%

Bajaj Finance
662.15
4.45%

Bharat Electronics
600.66
4.04%

PTC Industries
577.70
3.88%

Waaree Energies
561.44
3.78%

TVS Motor Company
527.10
3.54%

Muthoot Finance
512.72
3.45%

One 97 Communications
503.93
3.39%

Peer Comparison

Fund Name
Motilal Oswal Large and Midcap Fund Regular Growth11.52%
Bandhan Large & Mid Cap Fund - Growth12.76%
DSP Large & Mid Cap Fund Growth7.77%
Axis Large & Mid Cap Fund Regular Growth8.17%
Tata Large & Mid Cap Fund Regular Growth3.7%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio1.08
Std Deviation 18.32%
Tracking Error 0.00%

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 Regular Growth has an AUM of 14870.27 crores & has delivered CAGR of 26.08% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.67%. The minimum investment in Motilal Oswal Large and Midcap Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are High & Exceptional respectively.

The top holdings of the fund include Eternal, Bajaj Finance, Bharat Electronics & CG Power and Industrial Solutions.

The major sectors where the fund is invested are Consumer Financial Services, Electronic Instr. & Controls, Misc. Capital Goods & Aerospace & Defense.

Some of the similar funds are Motilal Oswal Large and Midcap Fund Regular Growth, Bandhan Large & Mid Cap Fund - Growth, DSP Large & Mid Cap Fund Growth, Axis Large & Mid Cap Fund Regular Growth, Tata Large & Mid Cap Fund Regular Growth. Motilal Oswal Large and Midcap Fund Regular Growth has a sharpe ratio of 1.08 & a standard deviation of 18.32%.