Motilal Oswal Large and Midcap Fund Direct Growth - Regular - Latest NAV [ ₹33.5381 ], Returns, Performance, Portfolio & Returns 2026

Motilal Oswal Large and Midcap Fund Direct Growth

Very High Risk

Equity

5 Star

NAV as of Mar 13, 2026

33.28

-2.27%1D Change

3Y returns

+88.80%

Very High Risk

Equity

5 Star

NAV as of Mar 13, 2026

33.28

-2.27%1D Change

3Y returns

+88.80%

Motilal Oswal Large and Midcap Fund Direct Growth

Very High Risk|Equity|5 Star
NAV as of Mar 13, 2026

33.28

-2.27%1D

3Y returns

+88.80%

Returns calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund overview

  • Rating5 Star
  • Expense ratio0.75%
  • Exit Load1% within 365 days
  • AUM (Fund size)₹15,017.31 Crore
  • Lock-in periodNo Lock-in
  • Age6 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

Top Holdings
Top Sectors
Holding NameAssets (%)
Eternal Ltd5.05%
Shriram Finance Ltd5.01%
Multi Commodity Exchange of India Ltd4.99%
CG Power & Industrial Solutions Ltd4.81%
Apar Industries Ltd4.79%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Kotak Large & Midcap Dire...₹ 30,712 Cr
377.55
| -2.75%
Very High
SBI Large & Midcap Fund D...₹ 38,766 Cr
656.39
| -2.25%
Very High
Mirae Asset Large & Midca...₹ 42,943 Cr
160.14
| -2.36%
Very High
UTI Large & Mid Cap Fund-...₹ 5,724 Cr
185.03
| -2.27%
Very High

NAV History - Motilal Oswal Large and Midcap Fund - Direct Plan - Growth

FUND

Motilal Oswal Large and Midcap Fund - Direct Plan - Growth

NAV (Mar 13, 2026)₹33.28
ClassEquity | Large and Mid Cap Fund
Inception DateOct 17, 2019
Fund ManagerAjay Khandelwal, Rakesh Shetty, Atul Mehra, Sunil Sawant

FUND

Motilal Oswal Large and Midcap Fund - Direct Plan - Growth

Initial Price₹10
Min. Investment AmountSIP ₹500 and Lump. ₹500
Exit Load1% within 365 days

Returns

1W

1M

3M

6M

1Y

3Y

Motilal Oswal Large ...-3.73%-7.23%-8.86%-10.9%13.08%23.61%

Frequently Asked Questions

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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
Start your investment
Lumpsum
SIP
Amount
5,000
Duration
1Year
Estimated value after 1 year

(as per historical returns)

₹68,255
Min investment of ₹500 required