What stocks does Motilal Oswal Large and Midcap Fund hold?

Motilal Oswal Large and Midcap Fund holds a portfolio of Indian equity stocks disclosed monthly by Motilal Oswal Mutual Fund to AMFI. The complete current holdings with weights and month-over-month changes are available on this page. Data is sourced from official AMFI portfolio disclosures.

Which AMC manages Motilal Oswal Large and Midcap Fund?

Motilal Oswal Large and Midcap Fund is managed by Motilal Oswal Mutual Fund, a SEBI-registered Asset Management Company in India.

What category is Motilal Oswal Large and Midcap Fund?

Motilal Oswal Large and Midcap Fund is classified as a Mid Cap mutual fund under SEBI's mutual fund categorisation framework.

How often is Motilal Oswal Large and Midcap Fund portfolio data updated?

Portfolio holdings for Motilal Oswal Large and Midcap Fund are updated monthly. SEBI mandates all AMCs to disclose their complete portfolio within 10 days of each month end. RightAdvise sources this data directly from official AMFI portfolio disclosures.

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Motilal Oswal Large and Midcap Fund - Direct Plan Growth

Mid Cap Data as of May 2026 Comparing Apr 2026 → May 2026

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Stocks Held

May 2026

Equity Holdings

₹17,190.84 Cr

Equity only, excl. debt & cash

Top 5 Weight

25.0%

Moderate

Top 10 Weight

45.3%

Moderate

Changes

1 new · 1 exits

Top Sector

Electrical Equipment

22.8% of portfolio

📋 What Happened This Month Motilal Oswal Large and Midcap Fund made 1 new addition and exited 1 stock this month. The biggest new buy was Sterlite Technologies Limited (Telecom - Equipment & Accessories) at 0.70% weight. TVS Motor Company Limited was the biggest exit (Automobiles), which was held at 1.95%. Among existing holdings, Apollo Hospitals Enterprise Limited saw the biggest increase — now at 2.62% of the portfolio. Billionbrains Garage Ventures Ltd was trimmed the most, now at 3.61%. Muthoot Finance Limited remains the top holding with Electrical Equipment the dominant sector at 22.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

How Has the NAV Performed?

1 year history · Motilal Oswal Large and Midcap Fund - Direct Plan Growth

+2.79%

+17.55%

+6.96%

+7.33%

Latest NAV

₹39.30

24 Jun 2026

52W High

₹39.89

-1% from High

52W Low

₹28.54

+38% from Low

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025

-3.1%

2024

+48.1%

2023

+40.0%

2022

+3.2%

2021

+43.2%

2020

+14.6%

Rolling Returns

Performance across every possible investment start date.

1Y Rolling Avg

29.4%

+ve in 93% windows

89.8% / -6.9%

3Y Rolling Avg

27.6% p.a.

+ve in 100% windows

37.7% / 15.8%

5Y Rolling Avg

27.4% p.a.

+ve in 100% windows

36.1% / 18.5%

Crisis Period Behaviour

"Pre-inception" = fund didn't exist during that period.

2024–25 Tariff

-26.1%

Rec: May 2026 (1yr 8mo)

COVID-19 Crash

-37.4%

Rec: Nov 2020 (1yr)

2022 Rate Hike

-22.9%

Rec: Dec 2022 (8 mo)

2018 IL&FS

Pre-inception

Rec: N/A

Risk Ratios

3 years daily NAV · Risk-free rate 6.5% p.a. What do these mean? →

Sharpe Ratio (3Y)

1.11

Return per unit of risk. >1 is good.

Sortino Ratio (3Y)

1.55

Penalises downside volatility only.

Std Deviation (3Y)

18.8%

Lower = more consistent returns.

NAV Chart ₹39.30 24 Jun 2026

Simple Moving Avg: Click to draw · click again to remove

Motilal Oswal Large and Midcap Fund - Direct Plan Growth

Chart shows indexed performance (base = 100). Actual NAV: ₹39.30

Sector Shift Industry allocation month-over-month

Mar 2026 → Apr 2026

Sector	Prev	Curr ▼	Delta
Electrical Equipment	22.1%	22.4%	▲ +0.2%
Finance	14.2%	13.2%	▼ -0.9%
Capital Markets	9.4%	9.9%	▲ +0.5%
Aerospace & Defense	9.8%	9.8%	● +0.0%
Automobiles	8.5%	8.0%	▼ -0.5%
Consumer Durables	3.3%	6.1%	▲ +2.8%
Retailing	5.5%	5.1%	▼ -0.5%
Industrial Products	4.3%	4.0%	▼ -0.4%
Pharmaceuticals & Biotechnology	3.8%	4.0%	▲ +0.1%
Financial Technology (Fintech)	3.4%	3.6%	▲ +0.1%

Apr 2026 → May 2026

Sector	Prev	Curr ▼	Delta
Electrical Equipment	22.4%	22.8%	▲ +0.4%
Finance	13.2%	13.6%	▲ +0.4%
Aerospace & Defense	9.8%	9.5%	▼ -0.4%
Capital Markets	9.9%	8.6%	▼ -1.2%
Automobiles	8.0%	6.5%	▼ -1.5%
Consumer Durables	6.1%	6.3%	▲ +0.2%
Retailing	5.1%	5.1%	● 0.0%
Pharmaceuticals & Biotechnology	4.0%	4.1%	▲ +0.1%
Industrial Products	4.0%	4.0%	● +0.0%
Auto Components	3.2%	3.8%	▲ +0.6%

🟢

Biggest New Buy

Sterlite Technologies Limited

0.70% weight · Telecom - Equipment & Accessories

🔴

Biggest Exit

TVS Motor Company Limited

1.95% was held · Automobiles

↑

Biggest Add

Apollo Hospitals Enterprise Limited

+1.17% · now 2.62%

↓

Biggest Trim

Billionbrains Garage Ventures Ltd

-1.00% · now 3.61%

🤝 Other funds also bought this month

Sterlite Technologies Limited 8 funds

👋 Other funds also exited

TVS Motor Company Limited 21 funds

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 → May 2026

🟢 1 New Entry 🔴 1 Exit ↑ 17 Increased ↓ 11 Decreased

#	Stock	Sector	Weight (May 2026)
1	Sterlite Technologies Limited ₹122.41 Cr	Telecom - Equipment & Accessories	0.70%

#	Stock	Sector	Last Weight (Apr 2026)
1	TVS Motor Company Limited ₹326.59 Cr	Automobiles	1.95%

#	Stock	Sector	Apr 2026	May 2026	Change
1	Apollo Hospitals Enterprise Limited ₹456.39 Cr	Healthcare Services	1.45%	2.62%	+1.17%
2	Suzlon Energy Limited ₹733.44 Cr	Electrical Equipment	3.55%	4.21%	+0.66%
3	Samvardhana Motherson International Limited ₹669.29 Cr	Auto Components	3.23%	3.84%	+0.61%
4	Ola Electric Mobility Ltd ₹483.11 Cr	Automobiles	2.29%	2.77%	+0.48%
5	Zen Technologies Limited ₹634.73 Cr	Aerospace & Defense	3.26%	3.64%	+0.38%
6	Titan Company Limited ₹527.07 Cr	Consumer Durables	2.70%	3.03%	+0.33%
7	Muthoot Finance Limited ₹935.71 Cr	Finance	5.05%	5.37%	+0.32%
8	Premier Energies Limited ₹722.22 Cr	Electrical Equipment	3.83%	4.15%	+0.32%
9	V2 Retail Ltd ₹361.00 Cr	Healthcare	1.81%	2.07%	+0.26%
10	One 97 Communications Limited ₹648.60 Cr	Financial Technology (Fintech)	3.55%	3.72%	+0.17%
11	Gujarat Fluorochemicals Limited ₹561.63 Cr	Chemicals & Petrochemicals	3.06%	3.22%	+0.16%
12	Jain Resource Recycling Limited ₹362.99 Cr	Diversified Metals	1.94%	2.08%	+0.14%
13	Onesource Specialty Pharma Limited ₹705.05 Cr	Pharmaceuticals & Biotechnology	3.95%	4.05%	+0.10%
14	CG Power and Industrial Solutions Limited ₹917.45 Cr	Electrical Equipment	5.18%	5.27%	+0.09%
15	PTC Industries Limited ₹694.81 Cr	Industrial Products	3.95%	3.99%	+0.04%
16	Religare Enterprises Limited ₹235.17 Cr	Finance	1.31%	1.35%	+0.04%
17	Bajaj Finance Limited ₹450.40 Cr	Finance	2.57%	2.59%	+0.02%

#	Stock	Sector	Apr 2026	May 2026	Change
1	Billionbrains Garage Ventures Ltd ₹629.11 Cr	Capital Markets	4.61%	3.61%	-1.00%
2	Bharat Dynamics Limited ₹397.81 Cr	Aerospace & Defense	2.69%	2.28%	-0.41%
3	Apar Industries Limited ₹667.84 Cr	Electrical Equipment	4.19%	3.83%	-0.36%
4	Bharat Electronics Limited ₹616.13 Cr	Aerospace & Defense	3.88%	3.54%	-0.34%
5	Multi Commodity Exchange of India Limited ₹876.28 Cr	Capital Markets	5.25%	5.03%	-0.22%
6	GE Vernova T&D India Limited ₹258.46 Cr	Electrical Equipment	1.64%	1.48%	-0.16%
7	Waaree Energies Limited ₹672.26 Cr	Electrical Equipment	3.98%	3.86%	-0.12%
8	Amber Enterprises India Limited ₹577.17 Cr	Consumer Durables	3.41%	3.31%	-0.10%
9	Shriram Finance Limited ₹746.98 Cr	Finance	4.31%	4.29%	-0.02%
10	Eternal Limited ₹879.95 Cr	Retailing	5.07%	5.05%	-0.02%
11	Ather Energy Limited ₹647.37 Cr	Automobiles	3.73%	3.72%	-0.01%

What Stocks Does This Fund Hold?

29 stocks — May 2026

#	Stock	Sector	Weight & Value
1	Muthoot Finance Limited ₹935.71 Cr	Finance	5.37%
2	CG Power and Industrial Solutions Limited ₹917.45 Cr	Electrical Equipment	5.27%
3	Eternal Limited ₹879.95 Cr	Retailing	5.05%
4	Multi Commodity Exchange of India Limited ₹876.28 Cr	Capital Markets	5.03%
5	Shriram Finance Limited ₹746.98 Cr	Finance	4.29%
6	Suzlon Energy Limited ₹733.44 Cr	Electrical Equipment	4.21%
7	Premier Energies Limited ₹722.22 Cr	Electrical Equipment	4.15%
8	Onesource Specialty Pharma Limited ₹705.05 Cr	Pharmaceuticals & Biotechnology	4.05%
9	PTC Industries Limited ₹694.81 Cr	Industrial Products	3.99%
10	Waaree Energies Limited ₹672.26 Cr	Electrical Equipment	3.86%
11	Samvardhana Motherson International Limited ₹669.29 Cr	Auto Components	3.84%
12	Apar Industries Limited ₹667.84 Cr	Electrical Equipment	3.83%
13	One 97 Communications Limited ₹648.60 Cr	Financial Technology (Fintech)	3.72%
14	Ather Energy Limited ₹647.37 Cr	Automobiles	3.72%
15	Zen Technologies Limited ₹634.73 Cr	Aerospace & Defense	3.64%
16	Billionbrains Garage Ventures Ltd ₹629.11 Cr	Capital Markets	3.61%
17	Bharat Electronics Limited ₹616.13 Cr	Aerospace & Defense	3.54%
18	Amber Enterprises India Limited ₹577.17 Cr	Consumer Durables	3.31%
19	Gujarat Fluorochemicals Limited ₹561.63 Cr	Chemicals & Petrochemicals	3.22%
20	Titan Company Limited ₹527.07 Cr	Consumer Durables	3.03%
21	Ola Electric Mobility Ltd ₹483.11 Cr	Automobiles	2.77%
22	Apollo Hospitals Enterprise Limited ₹456.39 Cr	Healthcare Services	2.62%
23	Bajaj Finance Limited ₹450.40 Cr	Finance	2.59%
24	Bharat Dynamics Limited ₹397.81 Cr	Aerospace & Defense	2.28%
25	Jain Resource Recycling Limited ₹362.99 Cr	Diversified Metals	2.08%
26	V2 Retail Ltd ₹361.00 Cr	Healthcare	2.07%
27	GE Vernova T&D India Limited ₹258.46 Cr	Electrical Equipment	1.48%
28	Religare Enterprises Limited ₹235.17 Cr	Finance	1.35%
29	Sterlite Technologies Limited ₹122.41 Cr	Telecom - Equipment & Accessories	0.70%