Mutual Fund Research

Motilal Oswal Large & Midcap Fund-Reg(G)

As on Jan-25-2023 change fund
16.88  up-0.14 (-0.83%)

fund objective

The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.


Investors understand that their principal will be at very high risk

5-Years History
financial year2019-20202020-20212021-20222022-2023
NAV in Rs (as on 25-Jan-2023)7.8713.3515.7016.88
Net Assets(Rs Crores) (as on 25-Jan-2023) 346.95 601.74 1167.91 1404.56
Scheme Returns(%)(Absolute)-21.3175.1416.676.99
B'mark Returns(%)(Absolute)NANANANA
Category Rank78/234114/218139/20410/182
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
Axis Bank Ltd.6.06 
Global Health Ltd.5.26 
ICICI Bank Ltd.4.93 
Fortis Healthcare Ltd.4.88 
Ultratech Cement Ltd.3.99 
State Bank Of India3.92 
Religare Enterprises Ltd.3.91 
Trent Ltd.3.80 
The Federal Bank Ltd.3.50 
Titan Company Ltd.3.50 


Market Cap Fund

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Mid Growth

fund manager?

Aditya Khemani,Rakesh Shetty

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Bank - Private16.41
Hospital & Healthcare Services10.14
Cement & Construction Materials6.70
Pharmaceuticals & Drugs4.49
Bank - Public3.92
Finance - Investment3.91
Diamond & Jewellery3.50
Finance - Housing3.40
Consumer Food3.17

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Motilal Oswal Large & Midcap Fund-Reg(G)Mid-Growth 17-Oct-20191,404.56-0.1315.04NANA17.33
Quant Large & Mid Cap Fund(G)Large-Growth 11-Dec-2006548.6612.5522.7513.1317.7713.12
ICICI Pru Large & Mid Cap Fund(G)Large-Growth 09-Jul-19986,210.349.1819.4211.3113.7918.00
HDFC Large and Mid Cap Fund-Reg(G)Large-Growth 18-Feb-19947,865.667.3218.3010.9011.4312.00
Mahindra Manulife Top 250 Nivesh Yojana-Reg(G)Large-Growth 30-Dec-20191,078.63-1.0118.04NANA18.18
SBI Large & Midcap Fund-Reg(G)Large-Growth 28-Feb-19939,077.275.3717.2511.1816.0414.48
Mirae Asset Emerging Bluechip-Reg(G)Large-Growth 09-Jul-201024,054.79-2.5016.7912.2421.2019.64
UTI Core Equity Fund-Reg(G)Large-Growth 20-May-20091,519.074.4416.638.6312.5312.01
Canara Rob Emerg Equities Fund-Auto Repurchase(G)Large-Growth 11-Mar-200515,499.66-1.8015.8410.0619.3716.68
Tata Large & Mid Cap Fund(G)Large-Growth 25-Feb-19933,705.008.4815.7710.9714.6112.63
Union Large & Midcap Fund-Reg(G)Large-Growth 06-Dec-2019408.03-0.7915.63NANA16.68
Edelweiss Large & Mid Cap Fund-Reg(G)Large-Growth 14-Jun-20071,671.640.8115.5110.5213.8411.20
Axis Growth Opp Fund-Reg(G)Large-Growth 22-Oct-20188,257.39-7.4715.46NANA16.02
IDFC Core Equity Fund-Reg(G)Large-Growth 09-Aug-20052,470.906.3215.348.7612.3312.06
Bank of India Large & Mid Cap Equity Fund-Eco(G)Large-Growth 21-Oct-2008213.481.9915.317.7112.4613.42
Kotak Equity Opp Fund(G)Large-Growth 09-Sep-200411,555.335.1114.7611.0315.0417.82
DSP Equity Opportunities Fund-Reg(G)Large-Growth 16-May-20007,295.033.5114.109.2814.6917.12
Nippon India Vision Fund(G)Large-Growth 08-Oct-19953,147.132.2614.035.6711.7817.54
Navi Large & Midcap Fund-Reg(G)Large-Growth 07-Dec-2015242.92-1.2713.618.97NA13.11
Sundaram Large and Mid Cap Fund(G)Large-Growth 27-Feb-20075,135.36-0.4312.429.8513.8411.21
Franklin India Equity Advantage Fund(G)Large-Growth 02-Mar-20052,670.04-3.4512.347.3212.4314.79
HSBC Large & Mid Cap Fund-Reg(G)Large-Growth 28-Mar-20192,075.57-3.7012.08NANA11.80
LIC MF Large & Midcap Fund-Reg(G)Large-Growth 25-Feb-20151,917.84-4.7911.728.67NA11.23
Invesco India Growth Opp Fund(G)Large-Growth 09-Aug-20073,868.53-0.1311.508.9513.7811.22
Aditya Birla SL Equity Advantage Fund(G)Large-Growth 24-Feb-19955,215.68-12.859.375.5513.6416.68
Baroda BNP Paribas Large & Mid Cap Fund-Reg(G)Large-Growth 04-Sep-2020735.680.30NANANA22.69
Attention InvestorsKYC
Contact Us

Mobile No : +91 99674 32226
Tel : 22702326
Email id :


ReliaBull Financial Services Private Limited,
No 4-D, 4th Floor, Victoria Plaza,
SV Road, Above Kora Showroom,
Santacruz West,
Mumbai – 400054


For all the Latest Market News, Investment Ideas.

Follow us

AMFI Registration No:88227

A Reliabull Financial Services Venture

Designed & Developed by  Accord Fintech Pvt. Ltd.