Motilal Oswal Large and Midcap Fund Regular-Growth
The fund is rated 5 stars. The strongest areas were investment selection within each asset type, investment selection within each industry, and balance between returns and downside risk. Above-average fund size of Rs 20,159.1 crore was a minor drawback.
This fund has a good track record with Asset Selection/Timing, a good track record with Stock Selection/Timing, a good risk-reward ratio. It is important to note, however, that this fund has a 20159.102 AUM and a 1.81 expense ratio. Considering all these factors, we have rated this fund as 5.0 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 7 Oct 2026
Risk ratios
As of 30 Sep 2026
Portfolio
As of 31 Aug 2026
Market-cap split
Sector allocation
Holdings (35)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| One97 Communications Ltd. | 6.15% | ₹1,239.39 Cr | 72,17,916 |
| Eternal Ltd. | 5.37% | ₹1,082.73 Cr | 3,30,00,000 |
| Shriram Finance Ltd | 4.81% | ₹970.35 Cr | 87,42,641 |
| PTC Industries Ltd. | 4.68% | ₹943.03 Cr | 4,26,439 |
| Multi Commodity Exchange Of India Ltd. | 4.67% | ₹940.66 Cr | 27,66,643 |
| Gujarat Fluorochemicals Ltd. | 4.26% | ₹857.97 Cr | 18,28,000 |
| Muthoot Finance Ltd. | 4.23% | ₹851.77 Cr | 28,60,120 |
| Apar Industries Ltd. | 4.03% | ₹812.76 Cr | 4,59,136 |
| Premier Energies Ltd. | 3.68% | ₹741.27 Cr | 71,53,063 |
| Ather Energy Ltd. | 3.56% | ₹717.83 Cr | 41,79,029 |
Fund details
Long term capital appreciation. Investment predominantly in equity and equity related instruments of large and midcap stocks.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Exit load of 1%, if redeemed within 365 days.