Mutual Funds

Motilal Oswal Large and Midcap Fund - Direct Plan Growth

Motilal Oswal Mutual FundLarge & Mid CapVery High Risk
₹39.35-0.21 (-0.54%)

NAV as on 2026-07-17 · Equity · Large & Mid Cap

AUM

₹18.4K Cr

1Y Return

+6.1%

3Y CAGR

+23.3%

5Y CAGR

+20.2%

Expense

0.90%

Risk

Very High

Motilal Oswal Large and Midcap Fund
₹39.35-0.54%

1Y Return

+6.1%

3Y CAGR

+23.3%

5Y CAGR

+20.2%

Since Inception

+22.1%

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NAV History

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52-Week NAV Range

₹32.44
₹39.89

93% from 52W low

Fund Information

Large & Mid CapEquitySince 22-10-2019

Fund House

Motilal Oswal Mutual Fund

Category

Equity - Large & Mid Cap

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity98.7%
Cash1.3%

Market Cap Split

Large Cap39.0%
Mid Cap31.4%
Small Cap26.6%

Top Holdings

34 stocks
Weight1M Change
1

Multi Commodity Exchange of India Ltd

Financial Services

5.25%-3.3%
2

CG Power & Industrial Solutions Ltd

Industrials

5.18%0.0%
3

Eternal Ltd

Consumer Cyclical

5.07%+1.9%
4

Muthoot Finance Ltd

Financial Services

5.05%+1.9%
5

Billionbrains Garage Ventures Ltd

Financial Services

4.61%-7.8%
6

Shriram Finance Ltd

Financial Services

4.31%+4.5%
7

Apar Industries Ltd

Industrials

4.19%-5.0%
8

Waaree Energies Ltd

Technology

3.98%0.0%
9

OneSource Specialty Pharma Ltd

Healthcare

3.95%+5.2%
10

PTC Industries Ltd

Industrials

3.95%+2.0%

Sector Allocation

Weight1M Change
Industrials
28.3%+13%
Consumer Cyclical
24.2%-20%
Financial Services
23.1%-5%
Technology
11.4%+13%
Healthcare
5.4%+5%
Basic Materials
5.0%+5%

Fundamentals

P/E Ratio

38.10

Cat avg: 28.51

P/B Ratio

7.14

Cat avg: 4.10

Dividend Yield

0.24%

Cat avg: 0.93%

Price/Sale

4.92

Price/Cash Flow

35.30

Risk Metrics (3Y)

Sharpe Ratio

0.84

Cat avg: 0.59

Sortino Ratio

1.34

Cat avg: 0.89

Beta

1.17

Cat avg: 0.97

Std Deviation

21.26%

Cat avg: 16.24%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Motilal Oswal Large & Midcap Dir Gr18,4130.90+6.1%+23.3%+20.2%
The Wealth Company Lrg & MdCp Dir Gr-0.39---
Mirae Asset Large & Midcap Dir Gr44,0480.49+4.5%+14.8%+12.9%
SBI Large & Midcap Dir Gr40,8500.75+4.6%+15.2%+14.9%
Kotak Large & Midcap Dir Gr31,2630.57+4.5%+16.2%+15.6%
ICICI Pru Large & Mid Cap Dir Gr30,9710.67+3.5%+17.8%+18.2%
HDFC Large and Mid Cap Dir Gr29,2850.90+1.3%+15.8%+16.4%
Canara Robeco Large & Mid Cap Dir Gr25,2510.50-1.0%+13.9%+12.5%
Bandhan Large & Mid Cap Dir Gr18,7830.45+5.2%+20.4%+18.0%
DSP Large & Mid Cap Fund Dir Gr17,9060.53+1.4%+16.9%+13.9%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹18.4K Cr
Expense Ratio0.90%
Volatility (3Y)21.3%
Sharpe Ratio0.84
Sortino Ratio1.34
Beta1.17
Min SIP₹500
Min Lumpsum₹5,000
Holdings31

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.