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Motilal Oswal Large and Midcap Fund - Direct Plan - Growth

Large & Mid Cap
Very High Risk
Rs 38.34  
0.22
  |  
 NAV as on Sep 22, 2025
Benchmark
Nifty Large Midcap 250 Total Return
Expense Ratio
0.65%
Fund Category
Equity - Large & Mid Cap
Fund Size
Rs 12,628 Crores
Exit Load
1.00%
Min. Investment
Rs 500

Nav Chart

1W
1M
3M
6M
YTD
1Y
3Y
5Y
10Y

Asset Allocation

Sector Allocation

Motilal Oswal Large and Midcap Fund - Direct Plan - Growth Fund Details

Investment Objective - The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.

Return Since Launch
25.47%
Launch Date
Sep 27, 2019
Type
Open Ended
Riskometer
Very High

Ratio Analysis

Standard Deviation
18.10 vs NA
Fund Vs Category Avg
Beta
1.10 vs NA
Fund Vs Category Avg
Sharpe Ratio
1.10 vs NA
Fund Vs Category Avg
Portfolio Turnover Ratio
33.00 vs NA
Fund Vs Category Avg

Performance Analysis

1W
1M
3M
6M
1Y
3Y
5Y
10Y
SI
Fund Returns (%)1.035.615.9721.3331.1429.8531.90NA25.47
Category Average (%)0.011.412.3810.83-1.5314.8018.83NA14.99
Rank within Category211121211NA18

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(Growth Direct)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
172.1340,020-0.142.363.3512.980.0117.6122.9518.8125.050.60
684.0033,248-0.151.294.2411.291.7417.9325.4216.1639.370.75
398.0227,6550.382.053.4812.130.0719.8324.4317.1033.560.53
363.1826,1580.091.772.7211.94-1.3021.2627.7415.7532.610.85
302.1125,511-0.151.543.3311.190.6317.9523.2217.5130.700.56
1,143.1623,698-0.432.363.4811.182.2822.5128.9217.7045.110.77
693.2615,356-0.111.311.227.76-1.7220.6924.5016.9039.520.63
36.7014,711NA1.413.8512.200.1118.8724.12NA20.700.61
38.3412,6281.035.615.9721.334.4029.8531.90NA25.470.65
159.6310,2310.171.734.5513.02-0.2225.2927.6218.0924.310.57
View All
Sep 22, 2025

Return Calculator

Over the past

Invested
5000
  • Invested Amount
  • Estimated Return

Total investment of ₹5000

Would have become ₹5,220 (+4.40%)

Fund Manager

Rakesh Shetty
Atul Mehra
Ajay Khandelwal

Mr. Rakesh Shetty holds Bachelors of Commerce (B.Com). Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Funds management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

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Here is the list of funds managed by Rakesh Shetty

Scheme Name(Growth Direct)
Category
NAV(Rs)
AUM(Rs Cr)
1Y(%)
5Y(%)
Equity - Mid Cap120.2934,780-1.4135.64
Equity - Flexi Cap70.5013,6791.6921.77
Equity - Large & Mid Cap38.3412,6284.4031.90
Others - Fund of Funds45.375,63232.6321.20
Equity - Small Cap14.585,2684.08NA
Equity - ELSS61.194,223-1.9428.88
Others - Index Funds/ETFs27.213,88724.2319.98
Others - Index Funds/ETFs10.803,41823.63NA
Equity - Large Cap14.352,7017.33NA
Others - Index Funds/ETFs17.712,567-6.75NA
View All
Sep 22, 2025

Top Performing Related Funds

Scheme Name(Growth Direct)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
120.2934,780-0.990.493.9514.67-1.4126.5735.6419.4323.960.69
70.5013,679-0.312.384.5613.021.6922.9821.7715.0218.670.86
38.3412,6281.035.615.9721.334.4029.8531.90NA25.470.65
45.375,6320.936.7118.8615.5432.6332.5221.20NA24.870.21
14.585,2680.532.763.9014.474.08NANANA24.280.61
14.234,285-1.352.485.8214.1712.81NANANA32.490.60
Sep 22, 2025
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