Motilal Oswal Mutual Fund · Direct Growth · SEBI Category: Mid Cap
Motilal Oswal Large and Midcap Fund applies Motilal Oswal AMC's distinctive QGLP (Quality, Growth, Longevity, Price) investment framework to the large and mid cap segment. The fund seeks companies with exceptional management quality, high earnings growth visibility, long-term business durability and reasonable valuations. This results in a focused portfolio of typically 25 to 35 stocks — concentrated compared to most large and midcap peers.
Motilal Oswal's investment team is known for their buy right, sit tight philosophy — holding high-quality growth companies for long periods without frequent churning. The fund's QGLP framework has been applied consistently across all Motilal Oswal equity funds, providing a clear and transparent investment philosophy.
Niket Shah and Ankush Sood co-manage the Motilal Oswal Large and Midcap Fund. Niket Shah is a senior fund manager at Motilal Oswal AMC known for high-conviction, concentrated stock picking using the QGLP framework — Quality, Growth, Longevity and Price. The fund reflects Motilal Oswal's signature style of running focused, differentiated portfolios rather than diversified, benchmark-hugging ones.
For current co-manager details and full biography, refer to the latest Motilal Oswal Mutual Fund factsheet on AMFI or the AMC website.
Informational points to help you form your own view — not judgements or recommendations.
Live data. Current fund highlighted. Click any fund name for full analysis.
| Fund | NAV | AAUM | 1Y Return | 3Y CAGR | 5Y CAGR | Sharpe (3Y) |
|---|---|---|---|---|---|---|
| Motilal Oswal Large and Midcap Fund ▲ | ₹38.72 | ₹14.7K Cr Jan–Mar 2026 | +5.2% | +25.2% p.a. | +21.3% p.a. | 1.13 |
| ICICI Prudential Large and Mid Cap Fund | ₹1,111.18 | ₹27.5K Cr Jan–Mar 2026 | +1.1% | +18.4% p.a. | +18.5% p.a. | 1.06 |
| HDFC Large and Mid Cap Fund | ₹349.91 | ₹27.6K Cr Jan–Mar 2026 | +0.5% | +17.1% p.a. | +16.6% p.a. | 0.83 |
| Bandhan Large and Mid Cap Fund | ₹160.76 | ₹14.1K Cr Jan–Mar 2026 | +6.1% | +22.7% p.a. | +18.8% p.a. | 1.23 |
| UTI Large and Mid Cap Fund | ₹192.42 | ₹4.7K Cr Jan–Mar 2026 | +3.1% | +19.5% p.a. | +16.4% p.a. | 1.07 |
Calculated from 1,632 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.
1M / 3M / 6M / 1Y — simple point-to-point return · 3Y / 5Y / 10Y — CAGR (compounded annual growth rate)
Based on all rolling windows in full NAV history. Dates show the start and end of each period.
Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.
Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →
How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.
Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.
Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →
Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.
See how Motilal Oswal Large and Midcap FundGrowth ranks against other Mid Cap funds on returns, drawdown, Sharpe ratio and AAUM — side by side.
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