Abakkus Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Abakkus Large & Mid Cap Fund and Motilal Oswal Large and Midcap Fund are both Large & Mid Cap funds. Abakkus Large & Mid Cap Fund charges 2.28% a year and Motilal Oswal Large and Midcap Fund 0.90% (Direct plans). Their portfolios overlap 15.3%: they hold 7 of the same securities.
Abakkus Large & Mid Cap Fund
Large & Mid Cap
- Expense ratio
- 2.28%
- NAV
- ₹9.22
Motilal Oswal Large and Midcap Fund
Large & Mid Cap
- Expense ratio
- 0.90%
- NAV
- ₹38.56
Which is better, Abakkus Large & Mid Cap or Motilal Oswal Large and Midcap? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Motilal Oswal Large and Midcap costs less: 0.90% a year against 2.28% (Direct plans).
- Abakkus Large & Mid Cap fell less in its worst fall since 06-08-2026: −10.9% against −11.2%.
- Motilal Oswal Large and Midcap is the larger fund: ₹19,832 Cr against ₹486 Cr.
- Their portfolios overlap 15.3%: 7 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Abakkus Large & Mid Cap Fund | Motilal Oswal Large and Midcap Fund |
|---|---|---|
| Fund house | Abakkus Mutual Fund | Motilal Oswal Mutual Fund |
| Category | Large & Mid Cap | Large & Mid Cap |
| AUM | ₹486 Cr (30-09-2026) | ₹19,832 Cr (30-09-2026) |
| NAV | ₹9.22 (Direct) | ₹38.56 (Direct) |
| Expense ratio (Direct) | 2.28% | 0.90% |
| Expense ratio (Regular) | 3.77% | 1.81% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty LargeMidcap 250 TRI | Nifty LargeMidcap 250 TRI |
| Launch date | 04-08-2026 | 17-10-2019 |
| Minimum investment | ₹500 | INF247L01981 |
| Lock in | None | None |
| Fund managers | Pratish Krishnan Kolleri - Senior Fund Manager- Equity, Abhishek Krishnaswami Srinivas - Fund Manager, amp, Dealer -Fixed Income | Aditya Khemani, Rakesh Shetty, Sunil Sawant |
| Exit load | 1% if Units redeemed / switched out before 6 months from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 6 months from the date of allotment. No load shall be levied on switches between plans/options and sub options of the Scheme. | Exit load of 1%, if redeemed within 365 days. |
Abakkus Large & Mid Cap vs Motilal Oswal Large and Midcap: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Abakkus Large & Mid Cap Fund (Direct) | −2.74% | -- | -- | -- | -- | -- | -- |
| Motilal Oswal Large and Midcap Fund (Direct) | −3.30% | +0.01% | +2.01% | +0.26% | +20.59% | +17.43% | -- |
| Large & Mid Cap average | −1.78% | −5.20% | −0.43% | −3.99% | +13.28% | +11.36% | -- |
Category average: the average of the 36 Large & Mid Cap funds, same plan type.
Abakkus Large & Mid Cap vs Motilal Oswal Large and Midcap: Year-wise Returns
| Year | Abakkus Large & Mid CapAbakkus Large & Mid Cap | Motilal Oswal Large and MidcapMotilal Oswal Large and Midcap | NIFTY LargeMidcap 250 TRI |
|---|---|---|---|
| 2026to date | -- | +5.59% | −7.09% |
| 2025 | -- | −3.12% | +8.19% |
| 2024 | -- | +48.05% | +18.68% |
| 2023 | -- | +40.01% | +32.66% |
| 2022 | -- | +3.20% | +4.48% |
| 2021 | -- | +43.22% | +37.04% |
Abakkus Large & Mid Cap vs Motilal Oswal Large and Midcap: Rolling Returns
Every holding period of both funds, against NIFTY LargeMidcap 250 TRI, the benchmark of both
Abakkus Large & Mid Cap vs Motilal Oswal Large and Midcap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Abakkus Large & Mid Cap Fund (Direct) | Motilal Oswal Large and Midcap Fund (Direct) |
|---|---|---|
| Return (CAGR) | −30.08% | +20.80% |
| Standard deviation | 12.62% | 19.24% |
| Sharpe ratio | -2.80 | 0.81 |
| Sortino ratio | -3.20 | 1.08 |
| Maximum drawdown | −10.9% (23-10-2026) | −37.4% (23-03-2020) |
| Beta | 1.01 | 1.02 |
| Alpha | +1.07% | +4.31% |
From daily NAVs, 06-08-2026 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Abakkus Large & Mid Cap Fund (Direct)
Motilal Oswal Large and Midcap Fund (Direct)
NIFTY LargeMidcap 250 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Abakkus Large & Mid Cap Fund (Direct) | −10.9% | 26-08-2026 | 23-10-2026 | Not yet | -- | −8.6% |
| Motilal Oswal Large and Midcap Fund (Direct) | −11.2% | 31-08-2026 | 23-10-2026 | Not yet | -- | −8.0% |
| NIFTY LargeMidcap 250 TRI | −10.4% | 10-08-2026 | 23-10-2026 | Not yet | -- | −8.5% |
From daily values since 06-08-2026, the first day every fund has.
Abakkus Large & Mid Cap vs Motilal Oswal Large and Midcap: Portfolio Overlap
From each fund's latest monthly portfolio: Abakkus Large & Mid Cap Fund, September 2026; Motilal Oswal Large and Midcap Fund, September 2026
Holdings in common
- Overlap
- 15.3%
- Held by both
- 7
- Only in Abakkus Large & Mid Cap
- 43
- Only in Motilal Oswal Large and Midcap
- 27
| Security | % of Abakkus Large & Mid Cap | % of Motilal Oswal Large and Midcap |
|---|---|---|
| One 97 Communications Limited | 2.93% | 6.11% |
| Divi's Laboratories Limited | 2.67% | 2.46% |
| Multi Commodity Exchange of India Limited | 2.43% | 4.60% |
| Billionbrains Garage Ventures Ltd | 2.17% | 2.36% |
| Bharat Electronics Limited | 2.13% | 2.11% |
| Shriram Finance Limited | 1.64% | 4.13% |
| Samvardhana Motherson International Limited | 1.53% | 2.51% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 15.3% means 15.3% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Abakkus Large & Mid Cap Fund
| Security | % of fund |
|---|---|
| ICICI Bank Limited | 3.72% |
| Kotak Mahindra Bank Ltd | 2.97% |
| Mankind Pharma Limited | 2.58% |
| Lenskart Solutions Limited | 2.57% |
| Axis Bank Limited | 2.35% |
Largest holdings only in Motilal Oswal Large and Midcap Fund
| Security | % of fund |
|---|---|
| Eternal Limited | 4.95% |
| PTC Industries Ltd | 4.73% |
| Sterlite Technologies Limited | 4.32% |
| Muthoot Finance Limited | 4.04% |
| Apar Industries Limited | 4.02% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Abakkus Large & Mid Cap | Motilal Oswal Large and Midcap |
|---|---|---|
| Equity | 93.6% | 96.7% |
| Debt | 0.0% | 0.0% |
| Cash and others | 6.4% | 3.3% |
Market cap of stocks
| Market cap | Abakkus Large & Mid Cap | Motilal Oswal Large and Midcap |
|---|---|---|
| Large Cap | 36.9% | 35.7% |
| Mid Cap | 36.8% | 35.2% |
| Small Cap | 19.9% | 25.8% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Abakkus Large & Mid Cap | Motilal Oswal Large and Midcap |
|---|---|---|
| Electrical Equipment | 0.0% | 18.4% |
| Banks | 17.9% | 0.0% |
| Finance | 5.7% | 10.9% |
| Pharmaceuticals & Biotechnology | 10.4% | 5.3% |
| Retailing | 4.2% | 9.7% |
| Auto Components | 7.7% | 2.5% |
| Capital Markets | 7.6% | 7.0% |
| Aerospace & Defense | 2.1% | 7.0% |
| Chemicals & Petrochemicals | 1.7% | 6.4% |
| Automobiles | 5.4% | 5.0% |
The six largest sectors of each fund's stocks, % of the fund.
Abakkus Large & Mid Cap vs Motilal Oswal Large and Midcap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Abakkus Large & Mid Cap Fund | Motilal Oswal Large and Midcap Fund |
|---|---|---|
| Total expense ratio (Direct) | 2.28% | 0.90% |
| Base expense ratio (Direct) | 0.81% | 0.60% |
| Total expense ratio (Regular) | 3.77% | 1.81% |
| Base expense ratio (Regular) | 2.10% | 1.42% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Abakkus Large & Mid Cap with
Abakkus Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund: Frequently Asked Questions
What is the difference between Abakkus Large & Mid Cap Fund and Motilal Oswal Large and Midcap Fund?
Both are Large & Mid Cap funds, run by Abakkus Mutual Fund and Motilal Oswal Mutual Fund. Their portfolios overlap 15.3%. Abakkus Large & Mid Cap Fund charges 2.28% a year and Motilal Oswal Large and Midcap Fund 0.90%.
Which has the lower expense ratio, Abakkus Large & Mid Cap Fund or Motilal Oswal Large and Midcap Fund?
Motilal Oswal Large and Midcap Fund charges less: 0.90% a year against 2.28%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Abakkus Large & Mid Cap Fund and Motilal Oswal Large and Midcap Fund overlap?
15.3%. They hold 7 of the same securities, the largest shared ones being PAYTM, DIVISLAB, MCX. From each fund's latest monthly portfolio.
Which is riskier, Abakkus Large & Mid Cap Fund or Motilal Oswal Large and Midcap Fund?
On SEBI's riskometer, Abakkus Large & Mid Cap Fund is rated Very High and Motilal Oswal Large and Midcap Fund Very High. Over their common history, the standard deviation of daily returns was 12.62% and 19.24% a year.
Can I invest in both Abakkus Large & Mid Cap Fund and Motilal Oswal Large and Midcap Fund?
Yes. 15.3% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Abakkus Large & Mid Cap Fund and Motilal Oswal Large and Midcap Fund?
Abakkus Large & Mid Cap Fund: Pratish Krishnan Kolleri - Senior Fund Manager- Equity, Abhishek Krishnaswami Srinivas - Fund Manager, amp, Dealer -Fixed Income. Motilal Oswal Large and Midcap Fund: Aditya Khemani, Rakesh Shetty, Sunil Sawant.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.