Mutual fund

Motilal Oswal Large and Midcap Fund

Motilal Oswal Mutual Fund · Equity

Current range: July 2026 → August 2026

Fund Quality

Good fund72.1 / 100

#4 of 24 in Large & Mid Cap Fund

Returns20%: 97.9
Consistency20%: 87.3
Downside20%: 52.1
Fees10%: 76.0
Risk10%: 26.0

Increasing Consumer Services exposure while reducing Financial Services.

Sector allocation, Feb 2026 → Aug 2026

34Holdings
7Increased
11Reduced
2New
1Exited

AUM ₹20,188 cr · 31 Aug 202657 historical disclosures

Fund Quality

Good72.1 / 100

Rank 4 of 24 in Large & Mid Cap Fund
Stable · +1.0 since 30 Jun 2026

Medium confidence

Performance985-year return 18.2% a year against a peer median of 11.5%.
Consistency87Beat the peer median in 90% of rolling 1-year and 100% of rolling 3-year periods over 5 years.
Downside protection52Deepest fall −26.1% in 5 years; fell 103% as much as the peer median in down months.
Value for moneyPartial evidence76Expense ratio 0.89% against a peer median of 1.14%.
Portfolio riskPartial evidence26Top 10 stocks are 45% of assets, about 27 effective holdings.
Manager & process stability—Not measured. Manager appointment records and process documentation are not loaded, so manager and process stability cannot be assessed.

Strengths: Long-term returns ahead of most category peers; Beat the category median in most rolling years; Cheaper than most category peers.

Weaknesses: More concentrated than most category peers.

How Fund Quality works

Each diversified active fund is compared with its current category peers over identical five- and three-year windows, using its Direct Growth plan. Index funds, ETFs and sector or thematic funds are not rated.
Six dimensions are scored 0–100 against peers. Returns, consistency and downside protection carry most of the weight; value for money, portfolio risk and manager stability support them. A dimension without evidence is left out and the rest re-weighted; it is never scored as zero or average.
Great is 85+, Good 70–85, Average 50–70, Poor 30–50 and Awful below 30. Great also needs strong returns, consistency and downside protection and five years of history; weak downside protection caps a fund at Average.
A rating with all three core dimensions and only one supporting dimension is provisional and lower confidence. Without all three core dimensions there is no rating.
Fund Quality is not a return ranking and not a recommendation. Past performance does not predict future returns.
Peers are the plan's current AMFI category; dated category history is not loaded, so a fund that changed category is compared with its current peers throughout.
Closed and merged schemes are not loaded, so peer groups contain survivors only.
No fund-to-benchmark mapping is loaded, so nothing here measures performance against the fund's benchmark.
Manager & process stability is not assessed: its data is not loaded. Mandate discipline is not part of the rating.
Fund Quality describes past evidence. In a 2019–2023 test, funds with higher return, consistency and downside scores did not go on to beat their peers over the next three years.
Past performance and risk do not predict future results. Fund Quality is not a recommendation to buy, sell or switch.
Methodology fund_quality_v1, NAV as of 1 Oct 2026.

Latest changes

Current range: July 2026 → August 2026

Current portfolio

Disclosed holdings for August 2026. Change columns use share quantities, with earlier quantities adjusted when a corporate action has a usable ratio.

Current range: Change columns compare with July 2026


One 97 Communications Ltd.PAYTM	Financial Services	+₹270 cr0.0% shares	7.22M	6.2%	+₹1,239 cr	Unchanged
Eternal Ltd.ETERNAL	Consumer Services	+₹84.6 cr0.0% shares	33.00M	5.4%	+₹1,083 cr	Unchanged
Shriram Finance Ltd.SHRIRAMFIN	Financial Services	+₹100 cr+5.2% shares	8.74M	4.8%	+₹970 cr	Increased
PTC Industries Ltd.PTCIL	Capital Goods	+₹187 cr0.0% shares	426.44K	4.7%	+₹943 cr	Unchanged
Multi Commodity Exchange of India Ltd.MCX	Financial Services	+₹169 cr−3.5% shares	2.77M	4.7%	+₹941 cr	Reduced
Gujarat Fluorochemicals Ltd.FLUOROCHEM	Chemicals	+₹48.6 cr−1.4% shares	1.83M	4.3%	+₹858 cr	Reduced
Muthoot Finance Ltd.MUTHOOTFIN	Financial Services	+₹9.5 cr+5.9% shares	2.86M	4.2%	+₹852 cr	Increased
Apar Industries Ltd.APARINDS	Capital Goods	+₹101 cr−7.4% shares	459.14K	4.0%	+₹813 cr	Reduced
Premier Energies Ltd.PREMIERENE	Capital Goods	+₹10.1 cr0.0% shares	7.15M	3.7%	+₹741 cr	Unchanged
Ather Energy Ltd.ATHERENERG	Automobile and Auto Components	+₹182 cr−1.7% shares	4.18M	3.6%	+₹718 cr	Reduced
Sterlite Technologies LimitedSTLTECH	Telecommunication	+₹202 cr+8.5% shares	9.41M	3.4%	+₹685 cr	Increased
Zen Technologies Ltd.ZENTEC	Capital Goods	+₹54.1 cr−0.7% shares	3.76M	3.3%	+₹668 cr	Reduced
Suzlon Energy Ltd.SUZLON	Capital Goods	−₹6.9 cr0.0% shares	140.42M	3.3%	+₹667 cr	Unchanged
CG Power and Industrial Solutions Ltd.CGPOWER	Capital Goods	+₹35.8 cr0.0% shares	6.81M	3.1%	+₹624 cr	Unchanged
Titan Company Ltd.TITAN	Consumer Durables	+₹27.3 cr0.0% shares	1.20M	3.0%	+₹612 cr	Unchanged
GE Vernova T&D India Ltd.GVT&D	Capital Goods	+₹16.2 cr0.0% shares	1.33M	2.9%	+₹589 cr	Unchanged
Samvardhana Motherson International Ltd.MOTHERSON	Automobile and Auto Components	+₹101 cr+7.4% shares	33.50M	2.8%	+₹572 cr	Increased
Ola Electric Mobility Ltd.OLAELEC	Automobile and Auto Components	+₹34.2 cr0.0% shares	138.89M	2.8%	+₹571 cr	Unchanged
Onesource Specialty Pharma Ltd.ONESOURCE	Healthcare	−₹53.6 cr−2.6% shares	3.72M	2.8%	+₹565 cr	Reduced
Waaree Energies Ltd.WAAREEENER	Capital Goods	−₹16.1 cr0.0% shares	2.14M	2.8%	+₹558 cr	Unchanged
Billionbrains Garage Ventures Ltd.GROWW	Financial Services	−₹123 cr−18.2% shares	27.00M	2.6%	+₹519 cr	Reduced
Bharat Electronics Ltd.BEL	Capital Goods	+₹31.4 cr0.0% shares	11.80M	2.4%	+₹489 cr	Unchanged
Bajaj Finance Ltd.BAJFINANCE	Financial Services	+₹65.5 cr+25.7% shares	4.40M	2.3%	+₹465 cr	Increased
Apollo Hospitals Enterprise Ltd.APOLLOHOSP	Healthcare	−₹2.8 cr0.0% shares	475.00K	2.1%	+₹423 cr	Unchanged
Jain Resource Recycling Ltd.JAINREC	Metals & Mining	−₹96.8 cr+1.5% shares	14.63M	2.0%	+₹405 cr	Increased
Bharat Dynamics Ltd.BDL	Capital Goods	−₹47.8 cr−13.1% shares	2.87M	1.8%	+₹366 cr	Reduced
V2 Retail LimitedV2RETAIL	Consumer Services	+₹3.0 cr−0.6% shares	15.59M	1.7%	+₹347 cr	Reduced
Meesho Ltd.MEESHO	Consumer Services	+₹29.7 cr−0.6% shares	13.44M	1.4%	+₹276 cr	Reduced
Cemindia Projects Ltd.CEMPRO	Construction	+₹8.4 cr+15.1% shares	2.24M	1.4%	+₹274 cr	Increased
Divi's Laboratories Ltd.DIVISLAB	Healthcare	+₹262 cr—	276.30K	1.3%	+₹262 cr	New
Adani Enterprises Ltd.ADANIENT	Metals & Mining	−₹13.0 cr0.0% shares	861.23K	1.2%	+₹246 cr	Unchanged
Religare Enterprises LimitedRELIGARE	Financial Services	−₹117 cr−44.3% shares	5.51M	0.7%	+₹134 cr	Reduced
IndusInd Bank Ltd.INDUSINDBK	Financial Services	+₹29.1 L0.0% shares	700.16K	0.3%	+₹71.2 cr	Unchanged
Solar Industries India Ltd.SOLARINDS	Chemicals	+₹5.3 cr—	2.63K	0.0%	+₹5.3 cr	New
Amber Enterprises India Ltd.AMBER	Consumer Durables	−₹342 cr−100.0% shares	0	—	₹0	Exited

Motilal Oswal Large and Midcap Fund

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