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Motilal Oswal Large and Midcap Fund - Direct Plan Growth vs Trustmf Large & Midcap Fund - Direct Plan - Growth
Motilal Oswal Large and Midcap Fund and Trustmf Large & Midcap Fund are both in the Large & Mid Cap Fund category, from Motilal Oswal Asset Management Company Limited and Trust Asset Management Private Limited respectively. Motilal Oswal Large and Midcap Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Motilal Oswal Large and Midcap Fund has the lower direct-plan expense ratio, by 1.77 percentage points.
| Motilal Oswal Large and Midcap Fund - Direct Plan Growth | Trustmf Large & Midcap Fund - Direct Plan - Growth | |
|---|---|---|
| Category | Large & Mid Cap Fund | Large & Mid Cap Fund |
| AMC | Motilal Oswal Asset Management Company Limited | Trust Asset Management Private Limited |
| Benchmark | NIFTY LargeMidcap 250 TRI | NIFTY LargeMidcap 250 TRI |
| NAV | ₹38.6516 (2026-10-28) | ₹9.61 (2026-10-28) |
| AUM | ₹19,284.73 Cr | ₹436.34 Cr |
| Expense Ratio (Direct) | 0.91% | 2.68% |
| Inception | 2019-09-27 | 2026-07-13 |
Returns
This fund is less than a year old, so there is not yet enough history to calculate rolling returns.
Risk Metrics
This fund is less than three years old, so a three-year risk history does not exist yet.
Portfolio Analytics
Motilal Oswal Large and Midcap Fund carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
Punji Fund Health Score
Trustmf Large & Midcap Fund has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a lower expense ratio, Motilal Oswal Large and Midcap Fund or Trustmf Large & Midcap Fund?
Motilal Oswal Large and Midcap Fund's direct-plan expense ratio is 1.77 percentage points lower than Trustmf Large & Midcap Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Why don't Motilal Oswal Large and Midcap Fund and Trustmf Large & Midcap Fund show risk metrics like Sharpe ratio or alpha?
This fund is less than three years old, so a three-year risk history does not exist yet. This is a deliberate methodology choice, not missing data - risk metrics like alpha and Sharpe ratio are most meaningful for actively-managed funds where a manager makes decisions that can add or subtract value versus a benchmark. For a fund that mechanically tracks an index, the equivalent useful metric is tracking error (how closely it follows its index), not alpha.
Which has higher AUM, Motilal Oswal Large and Midcap Fund or Trustmf Large & Midcap Fund?
Motilal Oswal Large and Midcap Fund has ₹19,285 Cr in assets under management, versus ₹436 Cr for Trustmf Large & Midcap Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, Motilal Oswal Large and Midcap Fund or Trustmf Large & Midcap Fund?
Motilal Oswal Large and Midcap Fund launched on 2019-09-27, making it older than Trustmf Large & Midcap Fund (launched 2026-07-13). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.