Motilal Oswal Large & Midcap Fund(G)-Direct Plan
View the regular plan of this scheme
Rs 36.3854 0.3002(0.832 %) NAV as on 16 Jun 2025
Scheme Objective: The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Performance (As on 16 Jun 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | -5.73 % | 15.82 % | 36.41 % | 32.70 % | 25.59 % |
NIFTY LargeMidcap 250 | -0.75 % | 4.26 % | 23.91 % | 26.19 % | N/A |
Portfolio
Large-and-midcap funds invest a minimum of 35% each in large-cap stocks and mid-cap stocks. Depending on their mid-cap allocation, these funds can be more volatile than large-cap funds and even some multi-cap funds. These funds can be used to get exposure to mid-cap stocks without taking on the very high risk of mid-cap funds. The Nifty Midcap 250, the Nifty 500 or BSE 500 can be used as benchmarks to measure performance.
Large-and-midcap funds suit investors with moderate to high risk appetites. The minimum period for which these funds need to be held is 5 years.