Motilal Oswal BSE Clean Environment Index Fund vs Motilal Oswal Large and Midcap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Motilal Oswal BSE Clean Environment Index Fund is a mutual fund and Motilal Oswal Large and Midcap Fund is a Large & Mid Cap fund. Motilal Oswal BSE Clean Environment Index Fund charges 1.07% a year and Motilal Oswal Large and Midcap Fund 0.90% (Direct plans). Their portfolios overlap 13.0%: they hold 5 of the same securities.
Motilal Oswal BSE Clean Environment Index Fund
- Expense ratio
- 1.07%
- NAV
- ₹8.46
Motilal Oswal Large and Midcap Fund
Large & Mid Cap
- Expense ratio
- 0.90%
- NAV
- ₹38.56
Which is better, Motilal Oswal BSE Clean Environment Index 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 1.07% (Direct plans).
- Motilal Oswal Large and Midcap fell less in its worst fall since 02-07-2026: −11.2% against −19.4%.
- Motilal Oswal Large and Midcap is the larger fund: ₹19,832 Cr against ₹49 Cr.
- Their portfolios overlap 13.0%: 5 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 | Motilal Oswal BSE Clean Environment Index Fund | Motilal Oswal Large and Midcap Fund |
|---|---|---|
| Fund house | Motilal Oswal Mutual Fund | Motilal Oswal Mutual Fund |
| Category | Not available | Large & Mid Cap |
| AUM | ₹49 Cr (30-09-2026) | ₹19,832 Cr (30-09-2026) |
| NAV | ₹8.46 (Direct) | ₹38.56 (Direct) |
| Expense ratio (Direct) | 1.07% | 0.90% |
| Expense ratio (Regular) | Not available | 1.81% |
| Riskometer | Not available | Very High |
| Benchmark | Not available | Nifty LargeMidcap 250 TRI |
| Launch date | Not available | 17-10-2019 |
| Minimum investment | Not available | INF247L01981 |
| Lock in | Not available | None |
| Fund managers | Not available | Aditya Khemani, Rakesh Shetty, Sunil Sawant |
| Exit load | Not available | Exit load of 1%, if redeemed within 365 days. |
Motilal Oswal BSE Clean Environment Index 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 |
|---|---|---|---|---|---|---|---|
| Motilal Oswal BSE Clean Environment Index Fund (Direct) | −3.75% | −7.93% | -- | -- | -- | -- | -- |
| 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.
Motilal Oswal BSE Clean Environment Index vs Motilal Oswal Large and Midcap: Year-wise Returns
| Year | BSE Clean Environment IndexMotilal Oswal BSE Clean Environment Index | Large and MidcapMotilal Oswal Large and Midcap |
|---|---|---|
| 2026to date | -- | +5.59% |
| 2025 | -- | −3.12% |
| 2024 | -- | +48.05% |
| 2023 | -- | +40.01% |
| 2022 | -- | +3.20% |
| 2021 | -- | +43.22% |
Motilal Oswal BSE Clean Environment Index vs Motilal Oswal Large and Midcap: Rolling Returns
Every holding period of both funds, against BSE Clean Environment TRI, the benchmark of Motilal Oswal BSE Clean Environment Index Fund
Motilal Oswal BSE Clean Environment Index 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 | Motilal Oswal BSE Clean Environment Index Fund (Direct) | Motilal Oswal Large and Midcap Fund (Direct) |
|---|---|---|
| Return (CAGR) | −41.01% | +20.80% |
| Standard deviation | 18.74% | 19.24% |
| Sharpe ratio | -2.47 | 0.81 |
| Sortino ratio | -2.96 | 1.08 |
| Maximum drawdown | −19.4% (23-10-2026) | −37.4% (23-03-2020) |
| Beta | 1.00 | 1.02 |
| Alpha | −0.41% | +4.31% |
From daily NAVs, 02-07-2026 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.
Motilal Oswal BSE Clean Environment Index Fund (Direct)
Motilal Oswal Large and Midcap Fund (Direct)
BSE Clean Environment TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Motilal Oswal BSE Clean Environment Index Fund (Direct) | −19.4% | 02-07-2026 | 23-10-2026 | Not yet | -- | −15.9% |
| Motilal Oswal Large and Midcap Fund (Direct) | −11.2% | 31-08-2026 | 23-10-2026 | Not yet | -- | −8.0% |
| BSE Clean Environment TRI | −19.3% | 02-07-2026 | 23-10-2026 | Not yet | -- | −15.8% |
From daily values since 02-07-2026, the first day every fund has.
Motilal Oswal BSE Clean Environment Index vs Motilal Oswal Large and Midcap: Portfolio Overlap
From each fund's latest monthly portfolio: Motilal Oswal BSE Clean Environment Index Fund, September 2026; Motilal Oswal Large and Midcap Fund, September 2026
Holdings in common
- Overlap
- 13.0%
- Held by both
- 5
- Only in Motilal Oswal BSE Clean Environment Index
- 24
- Only in Motilal Oswal Large and Midcap
- 29
| Security | % of Motilal Oswal BSE Clean Environment Index | % of Motilal Oswal Large and Midcap |
|---|---|---|
| Premier Energies Limited | 4.04% | 3.14% |
| Suzlon Energy Limited | 13.14% | 2.66% |
| Waaree Energies Limited | 6.20% | 2.56% |
| Ola Electric Mobility Ltd | 2.36% | 2.63% |
| Ather Energy Limited | 7.44% | 2.32% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 13.0% means 13.0% 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 Motilal Oswal BSE Clean Environment Index Fund
| Security | % of fund |
|---|---|
| Tata Power Company Limited | 15.56% |
| Adani Green Energy Limited | 11.59% |
| JSW Energy Limited | 8.19% |
| NHPC Limited | 7.47% |
| MTAR Technologies Limited | 4.65% |
Largest holdings only in Motilal Oswal Large and Midcap Fund
| Security | % of fund |
|---|---|
| One 97 Communications Limited | 6.11% |
| Eternal Limited | 4.95% |
| PTC Industries Ltd | 4.73% |
| Multi Commodity Exchange of India Limited | 4.60% |
| Sterlite Technologies Limited | 4.32% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Motilal Oswal BSE Clean Environment Index | Motilal Oswal Large and Midcap |
|---|---|---|
| Equity | 100.4% | 96.7% |
| Debt | 0.0% | 0.0% |
| Cash and others | -0.4% | 3.3% |
Market cap of stocks
| Market cap | Motilal Oswal BSE Clean Environment Index | Motilal Oswal Large and Midcap |
|---|---|---|
| Large Cap | 27.1% | 35.7% |
| Mid Cap | 41.4% | 35.2% |
| Small Cap | 31.8% | 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 | Motilal Oswal BSE Clean Environment Index | Motilal Oswal Large and Midcap |
|---|---|---|
| Power | 49.7% | 0.0% |
| Electrical Equipment | 33.5% | 18.4% |
| Automobiles | 11.1% | 5.0% |
| Finance | 0.0% | 10.9% |
| Retailing | 0.0% | 9.7% |
| Capital Markets | 0.0% | 7.0% |
| Aerospace & Defense | 0.0% | 7.0% |
| Chemicals & Petrochemicals | 0.0% | 6.4% |
| Other Utilities | 4.4% | 0.0% |
| Minerals & Mining | 1.3% | 0.0% |
| Textiles & Apparels | 0.4% | 0.0% |
The six largest sectors of each fund's stocks, % of the fund.
Motilal Oswal BSE Clean Environment Index vs Motilal Oswal Large and Midcap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Motilal Oswal BSE Clean Environment Index Fund | Motilal Oswal Large and Midcap Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.07% | 0.90% |
| Base expense ratio (Direct) | 0.35% | 0.60% |
| Total expense ratio (Regular) | Not available | 1.81% |
| Base expense ratio (Regular) | 0.90% | 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
Motilal Oswal BSE Clean Environment Index Fund vs Motilal Oswal Large and Midcap Fund: Frequently Asked Questions
What is the difference between Motilal Oswal BSE Clean Environment Index Fund and Motilal Oswal Large and Midcap Fund?
Motilal Oswal BSE Clean Environment Index Fund is a mutual fund, Motilal Oswal Large and Midcap Fund is a Large & Mid Cap fund, run by Motilal Oswal Mutual Fund. Their portfolios overlap 13.0%. Motilal Oswal BSE Clean Environment Index Fund charges 1.07% a year and Motilal Oswal Large and Midcap Fund 0.90%.
Which has the lower expense ratio, Motilal Oswal BSE Clean Environment Index Fund or Motilal Oswal Large and Midcap Fund?
Motilal Oswal Large and Midcap Fund charges less: 0.90% a year against 1.07%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Motilal Oswal BSE Clean Environment Index Fund and Motilal Oswal Large and Midcap Fund overlap?
13.0%. They hold 5 of the same securities, the largest shared ones being PREMIERENE, SUZLON, WAAREEENER. From each fund's latest monthly portfolio.
Can I invest in both Motilal Oswal BSE Clean Environment Index Fund and Motilal Oswal Large and Midcap Fund?
Yes. 13.0% of each fund's money sits in the same holdings, so some of the two investments would move together.
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.