Motilal Oswal Large and Midcap Fund Direct Growth
Very High Risk
Equity
5 Star
NAV as of Apr 02, 2026
₹33.29
-0.46%1D Change
3Y returns
+81.37% ↑
Very High Risk
Equity
5 Star
NAV as of Apr 02, 2026
₹33.29
-0.46%1D Change
3Y returns
+81.37% ↑
Motilal Oswal Large and Midcap Fund Direct Growth
Very High Risk|Equity|5 Star
NAV as of Apr 02, 2026
₹33.29
-0.46%1D
3Y returns
+81.37% ↑
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
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 Name | Assets (%) |
|---|---|
| Eternal Ltd | 5.05% |
| Shriram Finance Ltd | 5.01% |
| Multi Commodity Exchange of India Ltd | 4.99% |
| CG Power & Industrial Solutions Ltd | 4.81% |
| Apar Industries Ltd | 4.79% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Kotak Large & Midcap Dire... | ₹ 30,712 Cr | ₹367.13 | -0.18% | Very High |
| SBI Large & Midcap Fund D... | ₹ 38,766 Cr | ₹639.17 | -0.25% | Very High |
| UTI Large & Mid Cap Fund-... | ₹ 5,724 Cr | ₹181.56 | 0.09% | Very High |
| Edelweiss Large & Mid Fun... | ₹ 4,485 Cr | ₹95.32 | -0.15% | Very High |
NAV History - Motilal Oswal Large and Midcap Fund - Direct Plan - Growth
FUND | Motilal Oswal Large and Midcap Fund - Direct Plan - Growth |
|---|---|
| NAV (Apr 02, 2026) | ₹33.29 |
| Class | Equity | Large and Mid Cap Fund |
| Inception Date | Oct 17, 2019 |
| Fund Manager | Swapnil Mayekar, Ajay Khandelwal, Ankit Agarwal, Rakesh Shetty, Atul Mehra |
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 ... | -2.4% | -4.61% | -9.54% | -10.96% | 5.5% | 23.01% |
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)
₹68,030
Min investment of ₹500 required