Equity Large & Mid Cap Very High Risk
The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Large & Mid Cap | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 16.42% | 7.98% | -2.2% | 2.07% | 15.63% | 12.77% | 25.52% | 21.89% | 20.97% | 0% | 20.78% |
| Category returns | 10.58% | -0.2% | -4.17% | -1.17% | 5.5% | 6.06% | 17.3% | 14.09% | 15.37% | 14.58% | N/A |
| Absolute returns | -0.37% | 5.39% | -1.54% | 2.52% | 6.65% | 24.56% | 90.92% | 136.23% | 152.43% | 0% | 242.46% |
| Rank within category | 2 | 2 | 6 | 4 | 1 | 1 | 1 | 1 | 1 | 21 | N/A |
| Total Schemes in Category | 33 | 33 | 33 | 33 | 31 | 29 | 26 | 26 | 26 | 20 | N/A |
| Large & Mid Cap | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Yearly returns | N/A | 12.56% | 40.82% | 1.66% | 38.05% | 46.11% | -4.17% | 2.76% |
| Q1 returns | N/A | -26.46% | 10.84% | -7.4% | -2.03% | 7.49% | -16.26% | -11.38% |
| Q2 returns | N/A | 16.24% | 9.83% | -10.42% | 14.8% | 16.32% | 18.35% | 15.97% |
| Q3 Returns | N/A | 5.89% | 13.19% | 15.66% | 9.06% | 14.08% | -1.56% | N/A |
| Q4 Returns | N/A | 24.35% | 2.2% | 5.96% | 12.55% | 2.43% | -1.78% | N/A |
Expense ratio: 1.91%
Inclusive of GST
Exit load
1% on or before 365D, Nil after 365D
| Alpha | 0.390719 |
| Beta | 1.2206 |
| Sharpe Ratio | 0.28505 |
| Sortino Ratio | 0.517439 |
| R-Squared | 0.7575 |
| Tracking Error | 2.9772 |
| Downside Risk | 27.5092 |
| Std. Deviation (Annualised) | 20.0244 |
| Large & Mid Cap | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Large & Midcap Fund - Regular Plan - Growth Current | 16.42% | 7.98% | -2.2% | 2.07% | 15.63% | 25.52% | 20.97% | 0% | 20.78% | 13,995.30 | 1.70 | 0.28 | Very High |
| Invesco India Large & Mid Cap Fund - Regular Plan - Growth | 13.41% | 3.55% | -5.44% | -2.96% | 8.69% | 23.14% | 17.71% | 16.1% | 12.97% | 8,436.02 | 1.76 | 0.29 | Very High |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | 11.97% | 1.51% | -1.64% | 3.06% | 9.77% | 23.13% | 19.12% | 16.35% | 13.47% | 14,108.60 | 1.68 | 0.33 | Very High |
| HSBC Large & Mid Cap Fund - Regular Plan - Growth | 13.46% | 3.62% | 0.16% | 5.37% | 14.13% | 20.38% | 16.36% | 0% | 15.49% | 4,238.34 | 1.90 | 0.24 | Very High |
| UTI Large & Mid Cap Fund - Regular Plan - Growth | 9.82% | -1.67% | -1.78% | 1.21% | 6.37% | 20.12% | 17.61% | 14.58% | 13.34% | 5,233.97 | 1.84 | 0.31 | Very High |
| ICICI Prudential Large & Mid Cap Fund - Growth | 8.98% | -1.58% | -4.33% | 1.17% | 4.76% | 19.51% | 19.35% | 15.93% | 18% | 27,004.60 | 1.64 | 0.32 | Very High |
| Nippon India Vision Large & Mid Cap Fund - Growth | 10.15% | -0.61% | -4.2% | -0.63% | 3.77% | 19.32% | 16.65% | 13.46% | 17.66% | 6,299.19 | 1.89 | 0.28 | Very High |
| DSP Large & Mid Cap Fund - Regular Plan - Growth | 8.23% | -4.31% | -4.17% | -1.57% | 1.71% | 18.4% | 15.02% | 15.21% | 17.11% | 15,780.10 | 1.69 | 0.27 | Very High |
| Axis Large & Mid Cap Fund - Regular Plan - Growth | 11.1% | 0.37% | -2.73% | 0.49% | 7.34% | 18.04% | 14.61% | 0% | 17.07% | 13,973.10 | 1.69 | 0.27 | Very High |
| HDFC Large and Mid Cap Fund - Regular Plan - Growth | 10.65% | -1.99% | -5.86% | -2.29% | 3.83% | 17.9% | 17.56% | 15.03% | 12.52% | 25,294.80 | 1.64 | 0.25 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Domestic Equities | 97.38% |
| Cash & Cash Equivalents and Net Assets | 2.62% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Capital Markets | 9.86% | |
| Electrical Equipment | 22.36% | |
| Retailing | 6.89% | |
| Finance | 13.23% | |
| Pharmaceuticals & Biotechnology | 3.95% | |
| Industrial Products | 3.95% | |
| Aerospace & Defense | 9.83% | |
| Automobiles | 7.97% | |
| Financial Technology (Fintech) | 3.55% | |
| Consumer Durables | 6.11% | |
| Auto Components | 3.23% | |
| Chemicals & Petrochemicals | 3.06% | |
| Others | 2.62% | |
| Diversified Metals | 1.94% | |
| Healthcare Services | 1.45% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 5.25% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 5.18% |
| Eternal Ltd. | Retailing | Domestic Equities | 5.07% |
| Muthoot Finance Ltd. | Finance | Domestic Equities | 5.05% |
| Billionbrains Garage Ventures Ltd. | Capital Markets | Domestic Equities | 4.61% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 4.31% |
| Apar Industries Ltd. | Electrical Equipment | Domestic Equities | 4.19% |
| Waaree Energies Ltd. | Electrical Equipment | Domestic Equities | 3.98% |
| Onesource Specialty Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 3.95% |
| PTC Industries Ltd. | Industrial Products | Domestic Equities | 3.95% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 3.88% |
| Premier Energies Ltd. | Electrical Equipment | Domestic Equities | 3.83% |
| Ather Energy Ltd. | Automobiles | Domestic Equities | 3.73% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 3.55% |
| Suzlon Energy Ltd. | Electrical Equipment | Domestic Equities | 3.55% |
| Amber Enterprises India Ltd. | Consumer Durables | Domestic Equities | 3.41% |
| Zen Technologies Ltd. | Aerospace & Defense | Domestic Equities | 3.26% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 3.23% |
| Gujarat Fluorochemicals Ltd. | Chemicals & Petrochemicals | Domestic Equities | 3.06% |
| Collateralized Borrowing & Lending Obligation | Cash & Cash Equivalents and Net Assets | 2.75% | |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 2.70% |
| Bharat Dynamics Ltd. | Aerospace & Defense | Domestic Equities | 2.69% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 2.57% |
| OLA Electric Mobility Ltd. | Automobiles | Domestic Equities | 2.29% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 1.95% |
| Jain Resource Recycling Ltd. | Diversified Metals | Domestic Equities | 1.94% |
| V2 Retail Ltd. | Retailing | Domestic Equities | 1.81% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 1.64% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 1.45% |
| Religare Enterprises Ltd. | Finance | Domestic Equities | 1.31% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | -0.13% | |
| Total | 100.00% |
RETURNS
It is an Open ended scheme that primarily invests in Large & Mid Cap.
The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
The scheme benchmark is the NIFTY LargeMidcap 250 - TRI
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 6.65%
3-year: 24.03%
5-year: 20.33%
Top holdings include names such as:
The NAV is around ₹34.25 (approx.) for the Motilal Oswal Large & Midcap Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹16,777 Cr.
The expense ratio for the Regular Plan is 1.91.
1% on or before 365D, Nil after 365D.
Minimum SIP starts at ₹500.
The minimum lump sum investment is ₹500. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Ajay Khandelwal, Atul Mehra, Ankit Agarwal, Rakesh Shetty
This fund is suitable for investors with a Very High risk tolerance.
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