December 30, 2025
RA Jainee
Motilal Oswal Large and Midcap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 36.52 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 27.75 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 12 |
| Benchmark | NIFTY Large Midcap 250 TRI |
| AUM Rs. | 15,146 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.69% |
| 1 Year Return (%) | -2.89 |
| 3 Year Return (%) | 26.21 |
| 5 Year Return (%) | 24.52 |
| 10 Year Return (%) | — |
| Return Since Launch | 23.21% |
⚖️ Sahifund Review – Motilal Oswal Large and Midcap Fund
✓ PLUS: Strong long-term record, focused strategy, reasonable cost
Motilal Oswal Large and Midcap Fund has delivered excellent 3-year and 5-year returns, ranking among the top performers in its category over longer horizons. The fund follows a high-conviction, quality-growth approach, blending select large caps with high-potential midcaps. An expense ratio of 0.69% remains competitive for an actively managed fund with a proven record.
⚖️ MINUS: Short-term underperformance, valuation sensitivity, concentrated bets
Recent 1-year returns are weak, reflecting its growth-oriented style struggling in volatile or corrective phases. A relatively concentrated portfolio and higher valuation bias can lead to sharper drawdowns during market rotations. Large AUM may also limit agility in fast-changing midcap conditions.
Sahifund Verdict:
Best suited for patient SIP investors seeking long-term alpha from a focused large-and-midcap strategy, with the ability to tolerate interim volatility.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Large & MidCap funds are suitable for investors:
1. Seeking exposure in large and mid-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Fund Manager:
1) Ajay Khandelwal
Education: Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
2) Atul Mehra
Education: Mr. Mehra has done B.Com, Master’s Degree in Accounting and CFA
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
3) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, 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
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Motilal Oswal Large and Midcap Fund
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 17-Oct-19 |
| Return Since Launch | 23.21% |
| Benchmark | NIFTY Large Midcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 15,146 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.69% |
| (As on 30-Nov-2025) | |
| Risk Grade | Above Average |
| Return Grade | High |
| Turnover | 36.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Large and Midcap Dir | -3.09 | -0.60 | -2.71 | -1.46 | -1.49 | -2.89 | 26.21 | 24.52 | — | — |
| BSE Large Mid Cap TRI | 8.06 | -0.40 | -1.03 | 4.62 | 1.26 | 7.60 | 15.41 | 16.74 | — | — |
| Equity: Large & MidCap | 2.79 | -0.42 | -1.46 | 3.72 | 0.24 | 2.54 | 18.87 | 19.70 | — | — |
| Rank within category | 44 | 54 | 52 | 63 | 47 | 45 | 1 | 1 | — | — |
| Number of funds in category | 54 | 64 | 64 | 64 | 60 | 54 | 36 | 26 | 21 | 18 |
Peer Comparison of Motilal Oswal Large and Midcap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Motilal Oswal Large and Midcap Dir | 5 star | -2.89 | 26.21 | 24.52 | 0.69 | 15,146 | 23.21 | 1.00 (365) | 6Y 2M | 36.00 |
| SBI Large & Midcap Dir | 4 star | 10.11 | 18.77 | 20.65 | 0.73 | 37,045 | 17.21 | 0.10 (30) | 12Y 11M | 26.00 |
| HDFC Large and Mid Cap Dir | 4 star | 5.71 | 20.97 | 22.72 | 0.84 | 28,892 | 13.94 | 1.00 (365) | 12Y 11M | 3.47 |
| ICICI Pru Large & Mid Cap Dir | 5 star | 13.47 | 21.89 | 23.92 | 0.77 | 26,939 | 16.81 | 1.00 (30) | 12Y 11M | 56.00 |
| Bandhan Large & Mid Cap Dir | 5 star | 7.57 | 24.60 | 23.30 | 0.56 | 12,784 | 16.26 | 1.00 (365) | 12Y 11M | 123.00 |
Portfolio Analysis of Motilal Oswal Large and Midcap Fund
| No. of Stocks | 35 |
| Top 10 Stocks | 39.43% |
| Top 5 Stocks | 22.16% |
| Top 3 Sectors | 64.51% |
| Portfolio P/B Ratio | 6.90 |
| Portfolio P/E Ratio | 45.57 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 81,254 | 1,88,108 |
| Giant (%) | 23.36 | 48.68 |
| Large (%) | 38.08 | 29.22 |
| Mid (%) | 32.50 | 20.54 |
| Small (%) | 6.06 | 4.38 |
| Tiny (%) | — | 0.08 |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Apply Online: https://www.motilaloswalmf.com/mutualfund/login OR https://www.motilaloswalmf.com/mutual-funds
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