Invesco India Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
Invesco India Large & Mid Cap Fund (Direct) and Motilal Oswal Large and Midcap Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Large & Mid Cap Fund schemes — see the best large & mid cap mutual funds for the full ranking.
Head to head
NAVs as of 01 Oct 2026
Growth of ₹100 (rebased over the selected window)
Common period 22 Oct 2019 – 01 Oct 2026, limited by Motilal Oswal Large and Midcap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
View as table
| Date | Invesco India Large & Mid Cap Fund | Motilal Oswal Large and Midcap Fund | Nifty Midcap 150 TRI |
|---|---|---|---|
| 22 Oct 2019 | ₹100.00 | ₹100.00 | ₹100.00 |
| 20 May 2020 | ₹80.16 | ₹78.97 | ₹81.11 |
| 18 Dec 2020 | ₹115.84 | ₹117.77 | ₹132.54 |
| 17 Jul 2021 | ₹143.27 | ₹153.66 | ₹178.91 |
| 13 Feb 2022 | ₹150.55 | ₹169.38 | ₹191.75 |
| 13 Sep 2022 | ₹157.63 | ₹174.88 | ₹211.04 |
| 12 Apr 2023 | ₹152.52 | ₹175.99 | ₹202.22 |
| 09 Nov 2023 | ₹187.75 | ₹224.19 | ₹264.46 |
| 08 Jun 2024 | ₹250.53 | ₹295.35 | ₹348.92 |
| 05 Jan 2025 | ₹293.44 | ₹371.64 | ₹377.41 |
| 04 Aug 2025 | ₹305.15 | ₹358.20 | ₹377.61 |
| 04 Mar 2026 | ₹289.95 | ₹335.45 | ₹373.65 |
| 01 Oct 2026 | ₹322.12 | ₹385.99 | ₹386.54 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
- 39 stocks only in Invesco India Large & Mid Cap Fund
- 4 stocks in both — 8.4% of each portfolio by weight
- 30 stocks only in Motilal Oswal Large and Midcap Fund
The more the circles overlap, the more the funds hold the same stocks.
Invesco India Large & Mid Cap Fund and Motilal Oswal Large and Midcap Fund share 8% of their equity book by weight.
Shared holdings — Invesco India Large & Mid Cap Fund vs Motilal Oswal Large and Midcap Fund
| Stock | Invesco India Large & Mid Cap Fund | Motilal Oswal Large and Midcap Fund | |
|---|---|---|---|
| Eternal Limited | 8.26% | 5.53% | 5.53% |
| Meesho Ltd | 1.71% | 1.41% | 1.41% |
| Adani Enterprises Limited | 1.10% | 1.26% | 1.10% |
| IndusInd Bank Limited | 2.42% | 0.36% | 0.36% |
4 shared of 43 / 34 positions. Weights are shown as a share of each fund's equity book.
| Metric | Invesco · Direct NAV ₹125.66 Very High risk ★★★★★ | Motilal Oswal · Direct NAV ₹39.47 Very High risk ★★★★☆ | Category median Large & Mid Cap Fund · 36 funds |
|---|---|---|---|
| +5.93%Best in row | +5.56% | +0.71% | |
| +21.14%Best in row | +20.48% | +11.90% | |
| +16.29% | +18.20%Best in row | +11.51% | |
| +16.90% | — | +14.12% | |
| +17.42% | +21.47% | +14.18% | |
| +17.98% | +19.50%Best in row | — | |
| +17.92% | +26.44%Best in row | +17.48% | |
| +17.08% | +25.54%Best in row | +16.67% | |
| +17.38% | — | +16.29% | |
| Risk | |||
| 16.73%Best in row | 19.29% | 14.76% | |
| 0.88Best in row | 0.72 | 0.37 | |
| 1.23Best in row | 0.99 | 0.50 | |
| -35.31% | -37.44% | -35.67% | |
| +7.04%Best in row | +6.19% | -0.36% | |
| 0.94 | 1.06 | 0.84 | |
| 112.3% | 118.5%Best in row | 83.2% | |
| 86.7%Best in row | 99.0% | 80.1% | |
| 0.79%Best in row | 0.89% | 1.08% | |
| — | ₹17,050Cr | ₹4,373Cr | |
| Up to 1.00% | — | — | |
| ₹100 | ₹6.00K | — | |
| ₹100 | ₹500 | — | |
| 28% | 61% | 66% | |
| Aditya Khemani · 2.9y | Aditya Khemani · 7y | — | |
| 02 Jan 2013 | 22 Oct 2019 | — | |
| 43 | 34 | — | |
| 54.4% | 45.4% | — | |
| 0.1% | 3.0% | — | |
2 rows carry the same value for every fund — show
- Benchmark
- Nifty Midcap 150 TRI
- Lock-in
- None
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Invesco India Large & Mid Cap Fund or Motilal Oswal Large and Midcap Fund?
Over the last 3 years, Invesco India Large & Mid Cap Fund returned +21.14% CAGR against Motilal Oswal Large and Midcap Fund's +20.48%, computed from AMFI NAV history. Over 5 years: Invesco India Large & Mid Cap Fund +16.29% vs Motilal Oswal Large and Midcap Fund +18.20% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — Invesco India Large & Mid Cap Fund or Motilal Oswal Large and Midcap Fund?
Invesco India Large & Mid Cap Fund has the lower expense ratio: Invesco India Large & Mid Cap Fund charges 0.79% a year against Motilal Oswal Large and Midcap Fund's 0.89%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Invesco India Large & Mid Cap Fund or Motilal Oswal Large and Midcap Fund?
Motilal Oswal Large and Midcap Fund has shown higher volatility (+19.29% annualized vs Invesco India Large & Mid Cap Fund's +16.73%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Invesco India Large & Mid Cap Fund -18.60% vs Motilal Oswal Large and Midcap Fund -26.06%.
Are Invesco India Large & Mid Cap Fund and Motilal Oswal Large and Midcap Fund in the same category?
Yes — both are Large & Mid Cap Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.