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Open ICICI 3-in-1 Account

Apr 15, 2026

Category Equity
AUM (Cr.) 13,995.29
Exit Load (%) 0.00
Min Inv Lumpsum 500
Expense Ratio 1.69
Sharpe Ratio 1.37
Beta Ratio 0.00
Fund Manager Ajay Khandelwal
Inception Date Oct 17, 2019
Risk Level Very High

Investment Objective

The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Invest Now
Nifty LargeMidcap 250 TRI Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Large and Midcap Fund (IDCW) 11.57 -3.7 17.4 25.69 21.31 20.86
Benchmark - Nifty LargeMidcap 250 TRI 3.93 -3.49 10.42 17.88 16.04 0
Category Average - BEST EQUITY PERFORMERS 5.86 -3.38 8.15 17.81 15.71 12.46
Category Rank 6/6 5/6 4/6 7/6 7/6 6/6
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Invesco India Large & Mid Cap Fund (IDCW) 39.2900 2.34 10.10 23.36 17.78 8,436.02 1.75 100.00 invest
Invesco India Large & Mid Cap Fund (G) 97.1100 2.34 10.35 23.46 17.84 8,436.02 1.75 100.00 invest
Franklin India Large & Mid Cap Fund (G) 183.0358 2.17 6.76 15.52 13.64 3,135.10 2.02 5,000.00 invest
Franklin India Large & Mid Cap Fund (IDCW) 18.9901 2.17 6.76 15.52 13.64 3,135.10 2.02 5,000.00 invest
Quant Large and Mid Cap Fund (B) 102.6509 0.75 -4.14 14.80 14.86 2,782.37 1.97 5,000.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Large and Midcap Fund (IDCW) 11.57 -3.7 17.4 25.69 21.31 20.86
Benchmark - Nifty LargeMidcap 250 TRI 3.93 -3.49 10.42 17.88 16.04 0
Category Average - BEST EQUITY PERFORMERS 5.86 -3.38 8.15 17.81 15.71 12.46
Category Rank 6/6 5/6 4/6 7/6 7/6 6/6
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Invesco India Large & Mid Cap Fund (IDCW) 39.2900 2.34 10.10 23.36 17.78 8,436.02 1.75 100.00 invest
Invesco India Large & Mid Cap Fund (G) 97.1100 2.34 10.35 23.46 17.84 8,436.02 1.75 100.00 invest
Franklin India Large & Mid Cap Fund (G) 183.0358 2.17 6.76 15.52 13.64 3,135.10 2.02 5,000.00 invest
Franklin India Large & Mid Cap Fund (IDCW) 18.9901 2.17 6.76 15.52 13.64 3,135.10 2.02 5,000.00 invest
Quant Large and Mid Cap Fund (B) 102.6509 0.75 -4.14 14.80 14.86 2,782.37 1.97 5,000.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-Eternal Mar 31, 2026 774.32 5.53 -6.48
Equity-Muthoot Finance Mar 31, 2026 768.22 5.49 13.19
Equity-Multi Comm. Exc. Mar 31, 2026 732.57 5.23 -5.48
Equity-CG Power & Ind Mar 31, 2026 699.61 5.00 63.01
Equity-Waaree Energies Mar 31, 2026 665.63 4.76 15.75
Equity-Shriram Finance Mar 31, 2026 643.17 4.60 30.26
Equity-PTC Industries Mar 31, 2026 604.99 4.32 -5.48
Equity-Bharat Electron Mar 31, 2026 604.82 4.32 -12.65
Equity-Apar Inds. Mar 31, 2026 592.86 4.24 12.79
Equity-Billionbrains Mar 31, 2026 585.47 4.18 -14.36

latest news

SCHEME DETAILS

AMC Name
Motilal Oswal Mutual Fund
Fund Name
Motilal Oswal Large and Midcap Fund (IDCW)
Contact Person
Ajay Khandelwal
Registered Address
Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Telephone No
022-40548002 / 8108622222
Fax No.
022-30896884
Email
amc:motilaloswal.com
Website
www.motilaloswalmf.com