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InvestVerdict

Motilal Oswal Large and Midcap Fund

Direct Plan · Growth · Mid Cap · Scheme code 147704

NAV₹41.7091as on 28 Aug 2026
Fund houseMotilal Oswal Mutual Fund
CategoryMid Cap
Plan & optionDirect · Growth
History6.9 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 7.278.8317.82 17.6124.1420.40 ——22.78
Nifty Midcap 150
benchmark		 1.724.387.82 13.0017.68— ——20.15
Mid Cap
category median		 ——— 10.2119.8417.23 —17.08—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 19.2% 0.92 1.23 1.04 5.33% -37.4% 79.70
Nifty Midcap 150
benchmark		 15.7%0.71 0.97—— -21.1%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 46 months this scheme and its benchmark share.

Growth of ₹100 since launch

481773064352020202220242026InvestVerdict

Drawdown from peak (%)

0%-12%-25%-37%2020202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
289 -7.1% 20.9% 81.8% 8%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Motilal Oswal Large and Midcap Fund

Direct Plan · Growth

Allocation

By asset

Equity98.70%
Cash & Equivalents1.30%

By market cap

Large Cap39.05%
Mid Cap31.39%
Small Cap28.26%

Concentration

Number of stocks29
Top 5 stocks23.36%
Top 10 stocks43.78%
Top 20 stocks78.19%
Largest holding5.05%
Largest sectorElectrical Equipment 22.33%
Effective stocks27.7
Cash1.30%
InvestVerdict

Motilal Oswal Large and Midcap Fund

Direct Plan · Growth · holdings

Top 18 holdings

#CompanySector% of fund
1— Retailing5.05%
2— Electrical Equipment5.02%
3— Finance4.56%
4— Finance4.46%
5— Auto Components4.27%
6— Capital Markets4.27%
7— Electrical Equipment4.23%
8— Electrical Equipment4.17%
9— Industrial Products3.96%
10— Financial Technology (Fintech)3.79%
11— Capital Markets3.73%
12— Electrical Equipment3.73%
13— Aerospace & Defense3.72%
14— Chemicals & Petrochemicals3.57%
15— Pharmaceuticals & Biotechnology3.51%
16— Electrical Equipment3.43%
17— Automobiles3.37%
18— Aerospace & Defense3.20%

Sector split

Electrical Equipment — 22.3%Finance — 13.2%Aerospace & Defense — 9.4%Capital Markets — 8.0%Retailing — 7.0%Automobiles — 6.4%Consumer Durables — 5.5%Auto Components — 4.3%Industrial Products — 4.0%Other — 20.0%Electrical Equipment22.3%Finance13.2%Aerospace & Defense9.4%Capital Markets8.0%Retailing7.0%Automobiles6.4%Consumer Durables5.5%Auto Components4.3%Industrial Products4.0%Other20.0%
Electrical Equipment22.33%
Finance13.18%
Aerospace & Defense9.37%
Capital Markets8.00%
Retailing6.98%
Automobiles6.43%
Consumer Durables5.45%
Auto Components4.27%
Industrial Products3.96%
Financial Technology (Fintech)3.79%

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹1,051,148 ₹451,148 22.63%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 30 Aug 2026.