Motilal Oswal Large and Midcap Fund
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Growthvine rating: 4/5 — ranked #5 of 39 in category.
Fund basics
| Category | Equity: Large & Mid Cap |
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| NAV | ₹37.29 (as of 2026-08-21) |
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| AUM | ₹18,413 Cr |
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| Expense ratio | 1.42% |
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| Riskometer | Very High |
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| Fund manager | Ajay Khandelwal |
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| Exit load | 1% for redemption within 365 days |
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Performance & risk
| 5-year annualised return | 17.51% |
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| Sharpe ratio | 0.74 |
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| Standard deviation | 21.31% |
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| Max drawdown | -37.53% |
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| Alpha | 7.49 |
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| Beta | 1.18 |
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Over 5 years, captured 112.6% of NIFTY LargeMidcap 250's upside and 101.7% of its downside.
Market cap allocation
| Large cap | 35.7% |
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| Mid cap | 35.7% |
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| Small cap | 28.6% |
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Concentration
| Top 5 holdings | 24.3% |
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| Top 10 holdings | 44.1% |
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| Total holdings | 33 |
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| Index overlap | 9.5% |
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| Active share | 90.5% |
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Top holdings
- Eternal Limited — 5.4%
- One 97 Communications Limited — 5.3%
- Shriram Finance Limited — 4.7%
- MUTHOOT FINANCE LIMITED — 4.6%
- Gujarat Fluorochemicals Limited — 4.4%
- Multi Commodity Exchange of India Ltd — 4.2%
- PTC Industries Ltd. — 4.1%
- Premier Energies Limited — 4.0%
- Apar Industries Ltd — 3.9%
- SUZLON ENERGY LTD. — 3.7%
Top sectors
- Electricals — 17.7%
- Banking & Financial — 12.6%
- Retail — 8.6%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 11.9% | Q1 (Top) | #1 of 38 |
| 2025 | -4.2% | Q4 (Bottom) | #34 of 34 |
| 2024 | 46.1% | Q1 (Top) | #1 of 29 |
| 2023 | 38.0% | Q1 (Top) | #1 of 28 |
| 2022 | 1.7% | Q3 | #15 of 28 |