Motilal Oswal Large and Midcap Fund - Regular Plan Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Outperformed category benchmark in 94% of historical 3-year rolling periods.
- Generated +6.7% annualized alpha (excess return) over its benchmark.
- Consistently ranked #2 in its category with an MFIQ quantitative score of 6.9/10.
- Downside capture of 118% indicates larger drops during broader market downturns.
- Experienced a maximum drawdown of -37.5% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +3.71% | +7.09% | -3.38% |
| 3 Months | +1.10% | +0.32% | +0.78% |
| 6 Months | +5.59% | +5.55% | +0.04% |
| 1 Year | +7.82% | +3.04% | +4.78% |
| 3 Years CAGR | +19.85% | +13.28% | +6.57% |
| 5 Years CAGR | +16.62% | +10.62% | +6.00% |
| 7 Years CAGR | +19.90% | +15.98% | +3.92% |
| Since Inception | +20.11% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Motilal Oswal Large and Midcap Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +11.75% | +2.62% | +9.13% |
| 2025 | -4.17% | +4.13% | -8.30% |
| 2024 | +46.11% | +24.32% | +21.79% |
| 2023 | +38.05% | +29.34% | +8.71% |
| 2022 | +1.66% | +0.28% | +1.38% |
| 2021 | +40.82% | +38.27% | +2.55% |
| 2020 | +12.56% | +15.49% | -2.93% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -8.31% | +25.37% | +17.64% | +87.75% | 89.9% | 71.0% |
| 3-Year Rolling | +14.40% | +24.78% | +25.23% | +34.80% | 100.0% | 94.5% |
| 5-Year Rolling | +15.21% | +23.60% | +23.22% | +33.05% | 100.0% | 100.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2020-02-20 | 2020-03-23 | -37.5% | 1 months | 8 months |
| 2024-12-16 | 2025-03-03 | -26.3% | 3 months | 14 months |
| 2022-01-17 | 2022-06-20 | -23.5% | 5 months | 11 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity related instruments of Large cap companies 35-65% | Per Scheme Mandate |
| Equity and Equity related instruments of Mid cap companies 35-65% | Per Scheme Mandate |
| Equity and Equity related instruments of other than above & International Stocks*0-30% | Per Scheme Mandate |
| Units of liquid/debt schemes, Debt, Money Market Instruments, G-Secs, Cash and Cash at call, etc 0-30% | Per Scheme Mandate |
| Units issued by REITs and InvITs 0-10% | Per Scheme Mandate |
Investment Objective & Strategy
To provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 21,181 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Large & Mid Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Large & Mid Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Invesco India Large & Mid Cap Fund | 6.8 | +21.93% | 1.85% | 107.9% | Rs 13,819 cr | Compare → |
| Bandhan Large & Mid Cap Fund | 6.5 | +16.72% | 2.25% | 94.7% | Rs 22,598 cr | Compare → |
| HSBC Large & Mid Cap Fund | 6.6 | +17.21% | 2.39% | 98.5% | Rs 6,258 cr | Compare → |
| UTI Large & Mid Cap Fund | 6.3 | +14.77% | 1.96% | 95.3% | Rs 6,682 cr | Compare → |
| Axis Large & Mid Cap Fund | 6.9 | +14.59% | 1.84% | 89.1% | Rs 17,337 cr | Compare → |
Frequently Asked Questions about Motilal Oswal Large and Midcap Fund
What is the expense ratio of Motilal Oswal Large and Midcap Fund?
The expense ratio for Motilal Oswal Large and Midcap Fund is currently not reported.
Who manages Motilal Oswal Large and Midcap Fund?
Motilal Oswal Large and Midcap Fund is managed by Aditya Khemani.
What are the historical returns of Motilal Oswal Large and Midcap Fund?
Motilal Oswal Large and Midcap Fund delivered a 3-year CAGR of 19.85% and a 5-year CAGR of 16.62%. Its 1-year return stands at +7.82%.
How large is Motilal Oswal Large and Midcap Fund?
Motilal Oswal Large and Midcap Fund manages assets of Rs 21,181 cr, placing it in the 'comfortable' size band relative to Large & Mid Cap peers.
How is Motilal Oswal Large and Midcap Fund scored on MFIQ?
Motilal Oswal Large and Midcap Fund holds an MFIQ Score of 6.9/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Motilal Oswal Large and Midcap Fund?
Motilal Oswal Large and Midcap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 19.52% with a maximum historical drawdown of -37.53%.