

Motilal Oswal Large and Midcap Fund Direct Growth
Very High Risk
Equity
5 Star
₹37.08
-0.38%1D Change
25.88%p.a.
Very High Risk
Equity
5 Star
₹37.08
-0.38%1D Change
25.88%p.a.

Motilal Oswal Large and Midcap Fund Direct Growth
₹37.08
-0.38%1D
25.88%p.a.
Returns calculator
Investment Type
Fund overview
- Rating5 Star
- Expense ratio0.66%
- Exit Load1% within 365 days
- AUM (Fund size)₹10,840.4 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 | 5.16% |
Bharat Dynamics Ltd Ordinary Shares | 5.03% |
Trent Ltd | 4.67% |
Bharat Electronics Ltd | 4.04% |
Suzlon Energy Ltd | 3.96% |
Peer Comparison
Fund Name | AUM (In Crs.) | NAV | Risk |
---|---|---|---|
DSP Equity Opportunities ... | ₹ 9,112 Cr | ₹467.99 | 0.83% | Very High |
ICICI Prudential Large & ... | ₹ 21,657 Cr | ₹1124.96 | 0.09% | Very High |
UTI Large & Mid Cap Fund-... | ₹ 4,544 Cr | ₹196.19 | 0.41% | Very High |
SBI Large & Midcap Fund D... | ₹ 31,296 Cr | ₹681.79 | 0.38% | Very High |
NAV History - Motilal Oswal Large and Midcap Fund - Direct Plan - Growth
FUND | Motilal Oswal Large and Midcap Fund - Direct Plan - Growth |
---|---|
NAV (Jul 04, 2025) | ₹37.08 |
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 ... | 0.92% | 2.76% | 18.49% | -2.05% | 16.03% | 35.78% |
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)