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NS Wealth Research
Motilal Oswal Large & Mid Cap Fund
NSW RANK – 4
For April 2026
Category : Large & Mid Cap Equity Scheme
Who should Invest?
Motilal Oswal Large & Mid Cap fund follows a more concentrated approach to portfolio construction. The fund generally maintains a lean portfolio of 20-30 stocks and is best suited for investors with a very, very high risk tolerance. It is best for those who want to maximize their returns and are comfortable with the fund looking very different from the Nifty 50 or Nifty 250 indexes. The high portfolio concentration not only brings high returns but also entails high risk. Best suited for financial goals such as retirement and children’s education, with an investment horizon of 7-10 years.
Available Options:
Growth, IDCW (Income Distribution cum Capital Withdrawal) , IDCW Reinvestment:
Latest Returns:
| 1 Year | 3 Year | 5 Year |
|---|---|---|
| -5% | 24% | 24% |
Portfolio Details
As on 31-March-2026
| Top Sector Holdings | Details |
|---|---|
| Financials | 24.99% |
| Industrials | 19.53% |
| Consumer Discretionary | 17.07% |
| Materials | 9.59% |
| Energy & Utilties | 8.59% |
| Technology | 8.52% |
| Diversified | 4.24% |
| Healthcare | 3.82% |
| Real Estate | 2.51% |
| Portfolio Concentration | Details |
|---|---|
| No. of Stocks | 30 |
| Top 10 Stocks | 47.67% |
| Top 5 Stocks | 26.01% |
| Top 3 Sectors | 61.58% |
| Portfolio P/B Ratio | 5.9 |
| Portfolio P/E Ratio | 39.74 |
| Top Stock Holdings | Details |
|---|---|
| Eternal | 5.53% |
| Muthoot Finance | 5.49% |
| MCX | 5.23% |
| CG Power | 5.00% |
| Waree Engines | 4.76% |
| Shriram Finance | 4.60% |
| PTC | 4.32% |
| Bharat Electronics | 4.32% |
| Apar | 4.24% |
FAQ or Frequently Asked Questions
Is it good to invest in the Motilal Oswal Large & Mid Cap Fund?
The fund is good or bad for you, depending on your investment horizon. As the fund has a small portfolio of 20-30 stocks at any given time, the scheme offers both high returns and high risk. The fund is suitable for very long-term compounders and very, very high-risk takers. The fund also follows a very aggressive portfolio management strategy, focusing on momentum rather than value.
Can one invest in the Motilal Oswal Large & Mid Cap Fund through a Direct plan?
Yes, one can invest in the Motilal Oswal Large & Mid Cap Fund through a Direct plan. The scheme offers both the Direct and Regular Plan. As a Certified Investment Advisor, NS Wealth offers only fee-based mutual fund advisory services, so we consider only direct plans for advisory purposes.
What are the key risks associated with investing in the Motilal Oswal Large & Mid Cap Fund?
Like any other equity scheme, investing in the Motilal Oswal Large & Mid Cap Fund carries a few risks common to all equity schemes. These are the common, inherent risks associated with investing in the Indian equity market, such as market volatility stemming from macroeconomic trends, geopolitical issues, or government policy changes. In addition to the regular equity asset-based risk, the portfolio’s high concentration also introduces an additional risk. Since the fund’s philosophy is “Buy right, Sit tight,” the investor should have a very long-term horizon, as stock-specific risk can hamper returns over time.
Who is the fund manager of the Motilal Oswal Large Cap Scheme?
The fund is managed by a team of three fund managers – Santosh Singh, Ajay Khandelwal & Rakesh Shetty. The team’s combined experience is 50 years, and Santosh is the lead fund manager. Rakesh Shetty, on the other hand,d is only responsible for the debt and ETF part of the portfolio.
How does Motilal Oswal Large & Mid Cap Fund’s expense ratio compare to its peers?
According to the latest NS Wealth research, the expense ratio of Invesco India Large & Mid Cap is lower than the category average. The direct plan’s expense ratio currently stands at 0.62%, and the regular plan’s is 1.17%.
Disclaimer
The Information in the ranking model and scheme information details is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
Other Rankings: Large Cap | Midcap | Multicap | Large & Mid Cap | Flexicap | Multi Asset Allocation | Aggressive Hybird | Conservative Hybrid | Arbitrage | ELSS | Gilt
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