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NAVs as of 20 Aug 2026

Motilal Oswal Large and Midcap FundDirect · IDCWInvesco India Large & Mid Cap FundDirect · IDCWUTI Large & Mid Cap FundDirect · IDCWQuant Large & Mid Cap FundDirect · IDCW4 of 4 funds

Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Log scaleBenchmark

Common period 22 Oct 2019 – 20 Aug 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.

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Growth of ₹100, sampled across the common period
Date	Motilal Oswal Large and Midcap Fund	Invesco India Large & Mid Cap Fund	UTI Large & Mid Cap Fund	Quant Large & Mid Cap Fund	Nifty Midcap 150
22 Oct 2019	₹100.00	₹100.00	₹100.00	₹100.00	₹100.00
17 May 2020	₹80.98	₹81.55	₹79.12	₹93.70	₹82.48
11 Dec 2020	₹115.02	₹113.51	₹116.86	₹125.85	₹128.44
07 Jul 2021	₹151.66	₹140.47	₹144.56	₹160.95	₹172.09
30 Jan 2022	₹168.78	₹150.15	₹155.24	₹179.34	₹187.40
26 Aug 2022	₹155.23	₹151.78	₹159.98	₹193.55	₹195.54
22 Mar 2023	₹149.72	₹147.20	₹157.57	₹190.37	₹189.02
16 Oct 2023	₹193.43	₹183.44	₹200.61	₹238.64	₹252.83
11 May 2024	₹224.55	₹232.67	₹241.94	₹327.88	₹307.11
05 Dec 2024	₹295.14	₹293.58	₹292.65	₹341.38	₹359.69
30 Jun 2025	₹279.21	₹285.52	₹298.76	₹340.86	₹366.54
24 Jan 2026	₹249.42	₹263.40	₹296.38	₹301.17	₹350.20
20 Aug 2026	₹282.59	₹288.63	₹309.42	₹365.79	₹389.88

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 →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
Overlap	Motilal Oswal Large and Midcap Fund	Invesco India Large & Mid Cap Fund	UTI Large & Mid Cap Fund	Quant Large & Mid Cap Fund
Motilal Oswal Large and Midcap Fund	·
Invesco India Large & Mid Cap Fund	·	·
UTI Large & Mid Cap Fund	·	·	·
Quant Large & Mid Cap Fund	·	·	·	·

0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

Invesco India Large & Mid Cap Fund and UTI Large & Mid Cap Fund share 15% of their equity book by weight.

Shared holdings — Invesco India Large & Mid Cap Fund vs UTI Large & Mid Cap Fund

Stocks held by both Invesco India Large & Mid Cap Fund and UTI Large & Mid Cap Fund, with each fund's weight and the weight they share.
Stock	Invesco India Large & Mid Cap Fund	UTI Large & Mid Cap Fund
ICICI Bank Ltd	6.52%	5.03%	5.03%
The Federal Bank Ltd	3.28%	2.03%	2.03%
Bharti Airtel Ltd	1.59%	2.87%	1.59%
Phoenix Mills Ltd	1.36%	1.72%	1.36%
Interglobe Aviation Ltd	7.20%	1.34%	1.34%
Max Financial Services Ltd	1.47%	1.21%	1.21%
Indusind Bank Ltd	2.46%	1.14%	1.14%
Glenmark Pharmaceuticals Ltd	2.67%	0.97%	0.97%

8 shared of 41 / 69 positions. Weights are shown as a share of each fund's equity book.

Motilal Oswal Large and Midcap Fund, Invesco India Large & Mid Cap Fund, UTI Large & Mid Cap Fund, Quant Large & Mid Cap Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Large & Mid Cap Fund median.
Metric	Motilal Oswal Large and Midcap Fund Motilal Oswal · Direct · IDCW NAV ₹28.90 Very High risk ★★★☆☆	Invesco India Large & Mid Cap Fund Invesco · Direct · IDCW NAV ₹56.63 Very High risk ★★★☆☆	UTI Large & Mid Cap Fund UTI · Direct · IDCW NAV ₹99.75 Very High risk ★★★★☆	Quant Large & Mid Cap Fund quant · Direct · IDCW NAV ₹64.87 Very High risk ★★★★☆	Category median Large & Mid Cap Fund · 35 funds

	+4.28%	-0.56%	+5.43%	+12.25%Best in row	+4.31%
	+16.11%	+18.15%Best in row	+17.50%	+17.25%	+12.18%
	+12.13%	+15.15%	+15.95%	+18.16%Best in row	+12.13%
	—	+14.59%Best in row	+11.83%	+13.99%	+9.85%
	+16.43%Best in row	+11.68%	+10.82%	+13.76%	+11.44%
	+13.33%	+15.01%	+15.74%Best in row	+15.37%	—

	+19.66%Best in row	+12.58%	+11.50%	+15.59%	+13.24%
	+19.38%Best in row	+12.72%	+10.69%	+14.67%	+12.72%
	—	+12.40%	+10.82%	+14.79%Best in row	+11.19%
Risk
	19.98%	17.46%	13.70%Best in row	16.54%	15.59%
	0.48	0.67	0.80Best in row	0.65	0.20
	0.64	0.90	1.10Best in row	0.89	0.26
	-37.44%	-50.59%	-45.84%	-36.46%Best in row	-38.41%

	-2.05%	+1.14%	+1.79%Best in row	+0.23%	-3.79%
	1.13	0.99	0.80	1.01	0.85
	111.0%Best in row	103.1%	83.4%	94.3%	81.7%
	129.1%	103.0%	68.4%Best in row	88.8%	93.5%

	0.93%	0.80%Best in row	1.08%	1.25%	1.06%
	₹17,050Cr	₹11,746Cr	₹6,407Cr	₹3,496Cr	₹3,576Cr
	1.00%	Up to 1.00%	1.00%	1.00%	—
	₹500	₹100	₹500	₹1.00K	—
	₹500	₹100	₹5.00K	₹5.00K	—
	13%	40%	60%	0%	40%
	Rakesh Shetty	Aditya Khemani · 2.8y	V Srivatsa · 9.3y	Sanjeev Sharma	—
	22 Oct 2019	02 Jan 2013	02 Jan 2013	07 Jan 2013	—

	29	41	69	20	—
	43.8%	53.4%	32.6%	64.0%	—
	1.3%	0.8%	2.2%	3.7%	—

2 rows carry the same value for every fund — show

Benchmark: Nifty Midcap 150
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.