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: 5/5 — ranked #4 of 41 in category.
Fund basics
| Category | Equity: Large & Mid Cap |
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| NAV | ₹35.76 (as of 2026-10-01) |
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| AUM | ₹18,445 Cr |
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| Expense ratio | 1.41% |
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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 | 16.69% |
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| Sharpe ratio | 0.79 |
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| Standard deviation | 21.53% |
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| Max drawdown | −37.53% |
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| Alpha | 9.6 |
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| Beta | 1.16 |
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Over 5 years, captured 121.2% of NIFTY LargeMidcap 250's upside and 99.5% of its downside.
Market cap allocation
| Large cap | 36.4% |
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| Mid cap | 36.4% |
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| Small cap | 27.1% |
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Concentration
| Top 5 holdings | 25.7% |
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| Top 10 holdings | 45.4% |
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| Total holdings | 34 |
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| Index overlap | 10.4% |
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| Active share | 89.6% |
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Top holdings
- One 97 Communications Limited — 6.2%
- Eternal Limited — 5.4%
- Shriram Finance Limited — 4.8%
- PTC Industries Ltd. — 4.7%
- Multi Commodity Exchange of India Ltd — 4.7%
- Gujarat Fluorochemicals Limited — 4.3%
- MUTHOOT FINANCE LIMITED — 4.2%
- Apar Industries Ltd — 4.0%
- Premier Energies Limited — 3.7%
- Ather Energy Limited — 3.6%
Top sectors
- Electricals — 19.8%
- Finance & Investments — 12.0%
- Automobile — 9.2%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 7.3% | 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 |