Aeterna Wealth
Large & Mid Cap · Direct plan · Growth

Motilal Oswal Large and Midcap Fund (Direct)

Motilal Oswal Mutual Fund · benchmark Nifty Largemidcap 250 TRI · 7.0 years old · AMFI code 147704

A+
Track-record rating: 1 of 26 in Large & Mid Cap

A+ (top 10% of its peer group), score 87.5 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months6.6%1.9%+4.7%12 / 33
1 year6.3%-0.3%+6.6%8 / 33
3 years (a year)22.2%13.2%+9.0%8 / 26
5 years (a year)18.3%11.4%+6.9%6 / 26

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y19.8%
Max fall, 5Y-26.1%
Up capture, 3Y134
Down capture, 3Y107
Information ratio, 3Y0.82
Jensen's alpha, 3Y+7.9%
Beta, 3Y1.16
Sharpe, 3Y0.72

Portfolio

One 97 Communications Limited6.1%
Eternal Limited5.0%
PTC Industries Ltd4.7%
Multi Commodity Exchange of India Limite4.6%
Sterlite Technologies Limited4.3%
Shriram Finance Limited4.1%
Muthoot Finance Limited4.0%
Apar Industries Limited4.0%
Gujarat Fluorochemicals Limited4.0%
GE Vernova T&D India Limited3.1%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of Motilal Oswal Large and Midcap Fund (Direct plan)?

₹40.58 on 5 Nov 2026 (Growth option).

What is the expense ratio of Motilal Oswal Large and Midcap Fund (Direct)?

0.92% a year; the Regular plan's is 1.79%.

What return has Motilal Oswal Large and Midcap Fund given over 3 years?

22.2% a year (Direct plan) over the 3 years to 5 Nov 2026, against 13.2% for the Nifty Largemidcap 250 total-return index.

What does Motilal Oswal Large and Midcap Fund invest in?

Its largest holdings are One 97 Communications Limited, Eternal Limited, PTC Industries Ltd, with 34 stocks in all (September 2026 portfolio).

How is Motilal Oswal Large and Midcap Fund rated?

A+: 1 of 26 Direct plans in Large & Mid Cap, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Motilal Oswal Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.