Motilal Oswal Large and Midcap Fund Direct Growth
Very High Risk
Equity
5 Star
₹35.60
-0.73%1D Change
24.38%p.a.
Very High Risk
Equity
5 Star
₹35.60
-0.73%1D Change
24.38%p.a.
Motilal Oswal Large and Midcap Fund Direct Growth
₹35.60
-0.73%1D
24.38%p.a.
Returns calculator
Investment Type
Fund overview
- Rating5 Star
- Expense ratio0.64%
- Exit Load1% within 365 days
- AUM (Fund size)₹11,816.3 Crore
- Lock-in periodNo Lock-in
- Age5 yrs since Oct 17, 2019
- Min. investmentSIP ₹500 & Lump. ₹500
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
| Holding Name | Assets (%) |
|---|---|
| Eternal Ltd | 7.07% |
| Bharat Electronics Ltd | 4.52% |
| CG Power & Industrial Solutions Ltd | 3.84% |
| Waaree Energies Ltd | 3.73% |
| Apar Industries Ltd | 3.66% |
Peer Comparison
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| SBI Large & Midcap Fund D... | ₹ 33,348 Cr | ₹661.29 | -0.29% | Very High |
| Canara Robeco Large and M... | ₹ 25,551 Cr | ₹289.36 | -0.44% | Very High |
| Axis Large & Mid Cap Fund... | ₹ 14,805 Cr | ₹35.42 | -0.17% | Very High |
| ICICI Prudential Large & ... | ₹ 23,246 Cr | ₹1085.81 | 0.18% | Very High |
NAV History - Motilal Oswal Large and Midcap Fund - Direct Plan - Growth
FUND | Motilal Oswal Large and Midcap Fund - Direct Plan - Growth |
|---|---|
| NAV (Aug 12, 2025) | ₹35.60 |
| Class | Equity | Large and Mid Cap Fund |
| Inception Date | Oct 17, 2019 |
| Fund Manager | Ajay Khandelwal, Rakesh Shetty, Atul Mehra, Sunil Sawant |
FUND | Motilal Oswal Large and Midcap Fund - Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹500 and Lump. ₹500 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Motilal Oswal Large ... | -2.49% | -3.49% | 7.58% | 14.43% | 7.14% | 28.11% |
About Motilal Oswal Asset Management Company Limited - Portfolio Managers
Motilal Oswal Mutual Fund is a part of Motilal Oswal Financial Services Limited (MOFSL) and was established in 2009. It is one of the premier asset management companies in India. It counts Motilal Oswal Securities Limited as the sponsor and Motilal Oswal Trustee Company Limited as the trustee.
Motilal Oswal Asset Management Company Limited - Portfolio Managers Details
- No. of schemes82
- Total AUM₹25,763.16 Crore
- AddressMotilal Oswal Asset Management Company Limited, Motilal Oswal Tower, Mumbai, Maharashtra, 400 025
- Phone+91 22 39804263
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(as per historical returns)
