Motilal Oswal Large and Midcap Fund Direct Growth

Motilal Oswal Large and Midcap Fund Direct Growth is an equity fund. This fund was started on 17 October, 2019. The fund is managed by Ajay Khandelwal. The fund could potentially beat inflation in the long-run.

1. Motilal Oswal Large and Midcap Fund Direct Growth has ₹10840 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
2. The fund has an expense ratio 0.7.
   

Motilal Oswal Large and Midcap Fund Direct Growth has given a CAGR return of 25.61% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 15.82%, 36.45% and 32.72% respectively.

Motilal Oswal Large and Midcap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Consumer Cyclical, Financial Services, Tech, Real Estate, Communication, Health, Basic Materials. Its top holdings are Eternal Ltd, Bharat Dynamics Ltd Ordinary Shares, Trent Ltd, Bharat Electronics Ltd, Suzlon Energy Ltd

As it is a large & mid-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Large and Midcap Fund Direct Growth has no lock in period.