Motilal Oswal Large and Midcap Fund vs The Wealth Company Large & Mid Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Motilal Oswal Large and Midcap Fund and The Wealth Company Large & Mid Cap Fund are both Large & Mid Cap funds. Motilal Oswal Large and Midcap Fund charges 0.90% a year and The Wealth Company Large & Mid Cap Fund 2.03% (Direct plans). Their portfolios overlap 14.5%: they hold 9 of the same securities.
Motilal Oswal Large and Midcap Fund
Large & Mid Cap
- Expense ratio
- 0.90%
- NAV
- ₹38.56
The Wealth Company Large & Mid Cap Fund
Large & Mid Cap
- Expense ratio
- 2.03%
- NAV
- ₹9.47
Which is better, Motilal Oswal Large and Midcap or The Wealth Company Large & Mid Cap? 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 2.03% (Direct plans).
- Motilal Oswal Large and Midcap fell less in its worst fall since 12-06-2026: −11.2% against −12.9%.
- Motilal Oswal Large and Midcap is the larger fund: ₹19,832 Cr against ₹109 Cr.
- Their portfolios overlap 14.5%: 9 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 Large and Midcap Fund | The Wealth Company Large & Mid Cap Fund |
|---|---|---|
| Fund house | Motilal Oswal Mutual Fund | The Wealth Company Mutual Fund |
| Category | Large & Mid Cap | Large & Mid Cap |
| AUM | ₹19,832 Cr (30-09-2026) | ₹109 Cr (30-09-2026) |
| NAV | ₹38.56 (Direct) | ₹9.47 (Direct) |
| Expense ratio (Direct) | 0.90% | 2.03% |
| Expense ratio (Regular) | 1.81% | 4.05% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty LargeMidcap 250 TRI | Nifty LargeMidcap 250 TRI |
| Launch date | 17-10-2019 | 10-06-2026 |
| Minimum investment | INF247L01981 | ₹1,000 |
| Lock in | None | None |
| Fund managers | Aditya Khemani, Rakesh Shetty, Sunil Sawant | Aparna Shanker, Chinmay Sathe |
| Exit load | Exit load of 1%, if redeemed within 365 days. | 1% - If redeemed/switched out within 120 days from the date of allotment. Nil - if redeemed/switched out after 120 days from the date of allotment |
Motilal Oswal Large and Midcap vs The Wealth Company Large & Mid Cap: 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 Large and Midcap Fund (Direct) | −3.30% | +0.01% | +2.01% | +0.26% | +20.59% | +17.43% | -- |
| The Wealth Company Large & Mid Cap Fund (Direct) | −4.34% | −7.55% | -- | -- | -- | -- | -- |
| Large & Mid Cap average | −1.78% | −5.20% | -- | -- | -- | -- | -- |
Category average: the average of the 36 Large & Mid Cap funds, same plan type.
Motilal Oswal Large and Midcap vs The Wealth Company Large & Mid Cap: Year-wise Returns
| Year | Motilal Oswal Large and MidcapMotilal Oswal Large and Midcap | The Wealth Company Large & Mid CapThe Wealth Company Large & Mid Cap | 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% |
Motilal Oswal Large and Midcap vs The Wealth Company Large & Mid Cap: Rolling Returns
Every holding period of both funds, against NIFTY LargeMidcap 250 TRI, the benchmark of both
Motilal Oswal Large and Midcap vs The Wealth Company Large & Mid Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Motilal Oswal Large and Midcap Fund (Direct) | The Wealth Company Large & Mid Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +20.80% | −14.13% |
| Standard deviation | 19.24% | 13.69% |
| Sharpe ratio | 0.81 | -1.42 |
| Sortino ratio | 1.08 | -1.68 |
| Maximum drawdown | −37.4% (23-03-2020) | −12.9% (23-10-2026) |
| Beta | 1.02 | 1.08 |
| Alpha | +4.31% | −4.04% |
From daily NAVs, 22-10-2019 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 Large and Midcap Fund (Direct)
The Wealth Company Large & Mid Cap 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 |
|---|---|---|---|---|---|---|
| Motilal Oswal Large and Midcap Fund (Direct) | −11.2% | 31-08-2026 | 23-10-2026 | Not yet | -- | −8.0% |
| The Wealth Company Large & Mid Cap Fund (Direct) | −12.9% | 28-08-2026 | 23-10-2026 | Not yet | -- | −10.9% |
| NIFTY LargeMidcap 250 TRI | −10.6% | 03-08-2026 | 23-10-2026 | Not yet | -- | −8.6% |
From daily values since 12-06-2026, the first day every fund has.
Motilal Oswal Large and Midcap vs The Wealth Company Large & Mid Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Motilal Oswal Large and Midcap Fund, September 2026; The Wealth Company Large & Mid Cap Fund, September 2026
Holdings in common
- Overlap
- 14.5%
- Held by both
- 9
- Only in Motilal Oswal Large and Midcap
- 25
- Only in The Wealth Company Large & Mid Cap
- 44
| Security | % of Motilal Oswal Large and Midcap | % of The Wealth Company Large & Mid Cap |
|---|---|---|
| Billionbrains Garage Ventures Ltd | 2.36% | 2.90% |
| Divi's Laboratories Limited | 2.46% | 2.31% |
| Bajaj Finance Ltd | 2.13% | 2.56% |
| Solar Industries India Limited | 2.42% | 2.13% |
| Suzlon Energy Limited | 2.66% | 1.59% |
| Muthoot Finance Limited | 4.04% | 1.54% |
| Adani Enterprises Limited | 1.36% | 2.03% |
| Multi Commodity Exchange of India Limited | 4.60% | 1.00% |
| Max Healthcare Institute Limited | 0.10% | 1.58% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 14.5% means 14.5% 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 Large and Midcap Fund
| Security | % of fund |
|---|---|
| One 97 Communications Limited | 6.11% |
| Eternal Limited | 4.95% |
| PTC Industries Ltd | 4.73% |
| Sterlite Technologies Limited | 4.32% |
| Shriram Finance Limited | 4.13% |
Largest holdings only in The Wealth Company Large & Mid Cap Fund
| Security | % of fund |
|---|---|
| ICICI Bank Limited | 3.69% |
| Radico Khaitan Limited | 3.45% |
| Aditya Infotech Limited | 2.73% |
| Nippon Life India Asset Management Ltd | 2.65% |
| Siemens Limited | 2.42% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Motilal Oswal Large and Midcap | The Wealth Company Large & Mid Cap |
|---|---|---|
| Equity | 96.7% | 99.0% |
| Debt | 0.0% | 0.0% |
| Cash and others | 3.3% | 1.0% |
Market cap of stocks
| Market cap | Motilal Oswal Large and Midcap | The Wealth Company Large & Mid Cap |
|---|---|---|
| Large Cap | 35.7% | 38.7% |
| Mid Cap | 35.2% | 35.3% |
| Small Cap | 25.8% | 19.7% |
| Not on AMFI's list | 0.0% | 5.3% |
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 Large and Midcap | The Wealth Company Large & Mid Cap |
|---|---|---|
| Electrical Equipment | 18.4% | 7.0% |
| Finance | 10.9% | 4.1% |
| Retailing | 9.7% | 8.1% |
| Capital Markets | 7.0% | 7.5% |
| Aerospace & Defense | 7.0% | 1.9% |
| Pharmaceuticals & Biotechnology | 5.3% | 6.5% |
| Banks | 0.0% | 6.5% |
| Chemicals & Petrochemicals | 6.4% | 2.1% |
| Beverages | 0.0% | 5.3% |
The six largest sectors of each fund's stocks, % of the fund.
Motilal Oswal Large and Midcap vs The Wealth Company Large & Mid Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Motilal Oswal Large and Midcap Fund | The Wealth Company Large & Mid Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.90% | 2.03% |
| Base expense ratio (Direct) | 0.60% | 0.39% |
| Total expense ratio (Regular) | 1.81% | 4.05% |
| Base expense ratio (Regular) | 1.42% | 2.10% |
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 Motilal Oswal Large and Midcap with
Motilal Oswal Large and Midcap Fund vs The Wealth Company Large & Mid Cap Fund: Frequently Asked Questions
What is the difference between Motilal Oswal Large and Midcap Fund and The Wealth Company Large & Mid Cap Fund?
Both are Large & Mid Cap funds, run by Motilal Oswal Mutual Fund and The Wealth Company Mutual Fund. Their portfolios overlap 14.5%. Motilal Oswal Large and Midcap Fund charges 0.90% a year and The Wealth Company Large & Mid Cap Fund 2.03%.
Which has the lower expense ratio, Motilal Oswal Large and Midcap Fund or The Wealth Company Large & Mid Cap Fund?
Motilal Oswal Large and Midcap Fund charges less: 0.90% a year against 2.03%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Motilal Oswal Large and Midcap Fund and The Wealth Company Large & Mid Cap Fund overlap?
14.5%. They hold 9 of the same securities, the largest shared ones being GROWW, DIVISLAB, BAJFINANCE. From each fund's latest monthly portfolio.
Which is riskier, Motilal Oswal Large and Midcap Fund or The Wealth Company Large & Mid Cap Fund?
On SEBI's riskometer, Motilal Oswal Large and Midcap Fund is rated Very High and The Wealth Company Large & Mid Cap Fund Very High. Over their common history, the standard deviation of daily returns was 19.24% and 13.69% a year.
Can I invest in both Motilal Oswal Large and Midcap Fund and The Wealth Company Large & Mid Cap Fund?
Yes. 14.5% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Motilal Oswal Large and Midcap Fund and The Wealth Company Large & Mid Cap Fund?
Motilal Oswal Large and Midcap Fund: Aditya Khemani, Rakesh Shetty, Sunil Sawant. The Wealth Company Large & Mid Cap Fund: Aparna Shanker, Chinmay Sathe.
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.