Motilal Oswal Large and Midcap Fund
Get the latest NAV of Motilal Oswal Large and Midcap Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹38.16
1D
NAV as on 15 May 2026
22.58%/per year
Since Inception
▲▼
54057 people have invested ₹ 36.8Cr in Motilal Oswal Large and Midcap Fund in the last three months
Motilal Oswal Large and Midcap Fund Performance vs. NIFTY 500
Fund returns vs Benchmark returns vs Category Average returns as on (15-May-26)
The fund has consistently outperformed the benchmark (NIFTY 500) over the last 1Y, 3Y, 5Y time periods.
Motilal Oswal Large and Midcap Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 7 out of 21 mutual funds in the large & mid-cap category as per INDmoney.
Motilal Oswal Large and Midcap Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal Large and Midcap Fund Asset Allocation
See fund asset allocation details as on (14-May-26)
Fund Distribution
as on (14-May-26)
Motilal Oswal Large and Midcap Fund Sector Allocation
See fund sector allocation details as on (14-May-26)
Sector Allocation
Top 3 Sectors in April were Industrial, Financial Services & Consumer Cyclical
Industrial
29%
Consumer Cyclical
25%
Financial Services
24%
Industrial
28%
Financial Services
25%
Consumer Cyclical
23%
Motilal Oswal Large and Midcap Fund Holdings Details
as on (30-Apr-26)
Motilal Oswal Large and Midcap Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.76% |
Benchmark | Nifty LargeMidcap 250 TR INR |
| AUM | ₹16777 Cr |
| Inception Date | 17 October, 2019 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 42.35% |
| Risk |   Very High Risk |
About Motilal Oswal Large and Midcap Fund
Motilal Oswal Large and Midcap Fund is an equity fund. This fund was started on 17 October, 2019. The fund is managed by Swapnil Mayekar, Ajay Khandelwal, Atul Mehra, Rakesh Shetty, Ankit Agarwal. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Large and Midcap Fund has ₹16777 Cr worth of assets under management (AUM) as on May 2026 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
Motilal Oswal Large and Midcap Fund has given a CAGR return of 22.58% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.67%, 25.98% and 23.05% respectively.
Holdings
Motilal Oswal Large and Midcap Fund has allocated its funds majorly in Cash Equivalent, Industrial, Consumer Cyclical, Financial Services, Tech, Health, Basic Materials. Its top holdings are Multi Commodity Exchange of India Ltd, CG Power & Industrial Solutions Ltd, Eternal Ltd, Muthoot Finance Ltd, Billionbrains Garage Ventures Ltd
Taxation
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 benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Motilal Oswal Large and Midcap Fund
The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Large and Midcap Fund has no lock in period.
Fund Manager
Swapnil Mayekar
Fund Manager of Motilal Oswal Large and Midcap Fund, since 18 November 2025
Ajay Khandelwal
Fund Manager of Motilal Oswal Large and Midcap Fund, since 11 December 2023
Atul Mehra
Fund Manager of Motilal Oswal Large and Midcap Fund, since 1 October 2024
Rakesh Shetty
Fund Manager of Motilal Oswal Large and Midcap Fund, since 22 November 2022
Ankit Agarwal
Fund Manager of Motilal Oswal Large and Midcap Fund, since 16 March 2026
- AUM of the fund stands at 16.8K Cr as of Apr'26
- AUM increased by 2.8K Cr between Apr'26 and Mar'26
Compare Motilal Oswal Large and Midcap Fund
Motilal Oswal Large and Midcap Fund
VS
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Frequently Asked Questions for Motilal Oswal Large and Midcap Fund
How do I invest in Motilal Oswal Large and Midcap Fund?
- Download the INDmoney app.
- Search for ‘Motilal Oswal Large and Midcap Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.