Motilal Oswal Large and Midcap Fund

Motilal Oswal Large and Midcap Fund

Equity

Motilal Oswal Mutual Fund

Large & Mid-Cap

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.

₹33.44

▼-2%1D

NAV as on 27 Mar 2026

20.61%/per year

Since Inception

Absolute Gain%

▲▼

56518 people have invested ₹ 32.4Cr 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 (27-Mar-26)

The fund has consistently outperformed the benchmark (NIFTY 500) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-5.55%
-9.01%
-9.41%
5.27%
24.25%
19.96%
NIFTY 500
-9.27%
-11.61%
-7.45%
-1.81%
13.8%
11.59%
Large & Mid-Cap Avg
-9%
-10.67%
-7.38%
-0.5%
16.79%
14.49%
Best in Large & Mid-Cap
-3.81%
-5.45%
-1.28%
8.06%
24.98%
20.84%
Worst in Large & Mid-Cap
-9.51%
-12.79%
-10.97%
-6.36%
11.36%
10.99%
Category Rank
14/21
7/21
6/21
4/21
13/20
--

Motilal Oswal Large and Midcap Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

14
/21
80% Performance
19% Risk Management
61% Cost

Ranked 14 out of 21 mutual funds in the large & mid-cap category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Motilal Oswal Large and Midcap Fund
14/21
15,017Cr
0.75%
5.27%
24.25%
2.50
1.20
0.98
1.50
0.50
Bandhan Large & Mid Cap Fund
1/21
14,780Cr
0.54%
3.84%
23.02%
4.61
0.96
1.32
2.30
1.51
ICICI Prudential Large & Mid Cap Fund
2/21
28,506Cr
0.77%
2.22%
20.04%
4.31
0.82
1.31
2.29
0.54
SBI Large & Midcap Fund
3/21
38,766Cr
0.72%
4.2%
17.27%
2.34
0.80
1.19
2.19
-0.03
See all
Positive: Outperformed benchmarks during bull run
Outperformed benchmarks during bull run
Positive: 5Y returns in the top 25% of the category
5Y returns in the top 25% of the category
Positive: 3Y returns in the top 25% of the category
3Y returns in the top 25% of the category
Negative: Highly volatile within category
Highly volatile within category
Negative: Poor track record of protecting capital in bear phase
Poor track record of protecting capital in bear phase
Negative: Poor track record of Recovering losses quickly
Poor track record of Recovering losses quickly

Motilal Oswal Large and Midcap Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

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Profit

Total Corpus

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Absolute Return
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Motilal Oswal Large and Midcap Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Mid cap
39.4%
Large cap
35.1%
Small cap
23.7%
Mid Cap allocation has gone down from 41.3% to 39.4%
Mid Cap allocation has gone down from 41.3% to 39.4%
Large Cap allocation has gone down from 35.6% to 35.1%
Large Cap allocation has gone down from 35.6% to 35.1%
Small Cap allocation has gone up from 22.2% to 23.7%
Small Cap allocation has gone up from 22.2% to 23.7%
Cash allocation has gone up from 1% to 1.8%
Cash allocation has gone up from 1% to 1.8%

Motilal Oswal Large and Midcap Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Industrial
34.5%
Consumer Cyclical
21.9%
Financial Services
18.5%
Tech
12.9%
Utilities
3.7%
Real Estate
3.2%
Health
3%
Basic Materials
2.2%

Top 3 Sectors in February were Financial Services, Industrial & Consumer Cyclical

Feb'26

Financial Services

29%

Industrial

28%

Consumer Cyclical

23%

Jan'26

Financial Services

32%

Industrial

28%

Consumer Cyclical

22%

Motilal Oswal Large and Midcap Fund Holdings Details

as on (28-Feb-26)

Top Stocks bought last month
CG Power & Industrial Solutions Ltd's allocation increased from 2.94% to 4.81%
CG Power & Industrial Solutions Ltd's allocation increased from 2.94% to 4.81%
Shriram Finance Ltd's allocation increased from 3.38% to 5.01%
Shriram Finance Ltd's allocation increased from 3.38% to 5.01%
Multi Commodity Exchange of India Ltd's allocation increased from 3.44% to 4.99%
Multi Commodity Exchange of India Ltd's allocation increased from 3.44% to 4.99%
Top Stocks sold last month
Eternal Ltd's allocation decreased from 5.67 % to 5.05 %
Eternal Ltd's allocation decreased from 5.67 % to 5.05 %
Bharat Electronics Ltd's allocation decreased from 4.74 % to 4.47 %
Bharat Electronics Ltd's allocation decreased from 4.74 % to 4.47 %
Muthoot Finance Ltd's allocation decreased from 4.65 % to 4.43 %
Muthoot Finance Ltd's allocation decreased from 4.65 % to 4.43 %

Motilal Oswal Large and Midcap Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.75%
Benchmark
Nifty LargeMidcap 250 TR INR
AUM₹15017 Cr
Inception Date17 October, 2019
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
42.35%
Risk
Risk meter
pointer
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 Ajay Khandelwal, Rakesh Shetty, Ankit Agarwal, Swapnil Mayekar, Atul Mehra. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Large and Midcap Fund has ₹15017 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.8.

Returns

Motilal Oswal Large and Midcap Fund has given a CAGR return of 20.61% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.27%, 24.25% and 19.96% respectively.

Holdings

Motilal Oswal Large and Midcap Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Tech, Basic Materials, Real Estate, Health. Its top holdings are Eternal Ltd, Shriram Finance Ltd, Multi Commodity Exchange of India Ltd, CG Power & Industrial Solutions Ltd, Apar Industries 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 benefit
Dividends 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

Ajay Khandelwal

Fund Manager of Motilal Oswal Large and Midcap Fund, since 11 December 2023

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

Swapnil Mayekar

Fund Manager of Motilal Oswal Large and Midcap Fund, since 18 November 2025

Atul Mehra

Fund Manager of Motilal Oswal Large and Midcap Fund, since 1 October 2024

Learn more about Motilal Oswal Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 15K Cr
₹ 14.6K Cr
₹ 15.1K Cr
  • AUM of the fund stands at 15K Cr as of Feb'26
  • AUM increased by 415.7 Cr between Feb'26 and Jan'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?

INDmoney makes it simple to invest in the Motilal Oswal Large and Midcap Fund. To do so, follow the steps below:
  • 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.

What is the current NAV of Motilal Oswal Large and Midcap Fund?

The NAV of the fund today is ₹33.44. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Motilal Oswal Large and Midcap Fund fund has generated a return of 5.27% in 1 year, 24.25% in 3 years, 19.96% in 5 years.

Who is the fund manager of Motilal Oswal Large and Midcap Fund?

The fund managers are Ajay Khandelwal, Rakesh Shetty, Ankit Agarwal, Swapnil Mayekar, Atul Mehra.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-1 Years. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.75%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹15017 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Motilal Oswal Large and Midcap Fund?

The top 3 holdings of the fund are Eternal Ltd(5.05%), Shriram Finance Ltd(5.01%), Multi Commodity Exchange of India Ltd(4.99%)