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.

₹39.13

▲2.6%1D

NAV as on 15 Jun 2026

22.4%/per year

Since Inception

Absolute Gain%

▲▼

55310 people have invested ₹ 39Cr 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-Jun-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
1.78%
12.69%
5.09%
6.25%
24.91%
20.66%
NIFTY 500
1.6%
7.01%
-3.51%
-0.07%
12.54%
10.96%
Large & Mid-Cap Avg
1.63%
4.6%
-2.68%
0.4%
15.89%
13.94%
Best in Large & Mid-Cap
4.27%
16.04%
5.97%
11.44%
24.91%
20.66%
Worst in Large & Mid-Cap
0.22%
1.2%
-7.14%
-6.79%
9.8%
9.41%
Category Rank
12/21
13/21
7/21
9/21
2/20
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Motilal Oswal Large and Midcap Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

10
/26
81% Performance
34% Risk Management
75% Cost

Ranked 10 out of 26 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
10/26
17,420Cr
0.91%
6.25%
24.91%
6.45
1.16
0.88
1.41
0.81
Bandhan Large & Mid Cap Fund
1/26
16,672Cr
0.44%
4.04%
21.96%
5.64
0.98
1.00
1.63
2.07
ICICI Prudential Large & Mid Cap Fund
2/26
30,147Cr
0.65%
0.23%
18.14%
3.13
0.86
0.85
1.29
0.45
Invesco India Large&MidCap Fund
3/26
10,153Cr
0.54%
4.45%
23.44%
5.44
1.06
0.92
1.44
1.10
See all
Positive: Consistently beats benchmark
Consistently beats benchmark
Positive: Lower probablity of downside risk
Lower probablity of downside risk
Positive: Outperformed benchmarks during bull run
Outperformed benchmarks during bull run
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

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Profit

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Motilal Oswal Large and Midcap Fund Asset Allocation

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

Fund Distribution

as on (14-Jun-26)

Large cap
35.6%
Mid cap
35.4%
Small cap
27.7%
Large Cap allocation has gone up from 35.4% to 35.6%
Large Cap allocation has gone up from 35.4% to 35.6%
Small Cap allocation has gone up from 25.7% to 27.7%
Small Cap allocation has gone up from 25.7% to 27.7%
Mid Cap allocation has gone down from 36.3% to 35.4%
Mid Cap allocation has gone down from 36.3% to 35.4%
Cash allocation has gone down from 2.6% to 1.3%
Cash allocation has gone down from 2.6% to 1.3%

Motilal Oswal Large and Midcap Fund Sector Allocation

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

Sector Allocation

Industrial
29.1%
Financial Services
26.1%
Consumer Cyclical
21.6%
Tech
12.5%
Utilities
2.9%
Real Estate
2.9%
Health
2.5%
Basic Materials
2.5%

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

May'26

Industrial

29%

Consumer Cyclical

24%

Financial Services

23%

Apr'26

Industrial

29%

Consumer Cyclical

25%

Financial Services

24%

Motilal Oswal Large and Midcap Fund Holdings Details

as on (31-May-26)

Top Stocks bought last month
Multi Commodity Exchange of India Ltd's allocation increased from 3.44% to 5.03%
Multi Commodity Exchange of India Ltd's allocation increased from 3.44% to 5.03%
Suzlon Energy Ltd's allocation increased from 2.69% to 4.21%
Suzlon Energy Ltd's allocation increased from 2.69% to 4.21%
Ola Electric Mobility Ltd's allocation increased from 1.71% to 2.77%
Ola Electric Mobility Ltd's allocation increased from 1.71% to 2.77%
Top Stocks sold last month
Muthoot Finance Ltd's allocation decreased from 5.49 % to 5.37 %
Muthoot Finance Ltd's allocation decreased from 5.49 % to 5.37 %
Eternal Ltd's allocation decreased from 5.53 % to 5.05 %
Eternal Ltd's allocation decreased from 5.53 % to 5.05 %
Shriram Finance Ltd's allocation decreased from 4.6 % to 4.29 %
Shriram Finance Ltd's allocation decreased from 4.6 % to 4.29 %

Motilal Oswal Large and Midcap Fund Overview

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

Expense ratio0.91%
Benchmark
Nifty LargeMidcap 250 TR INR
AUM₹17420 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 Atul Mehra, Swapnil Mayekar, Ajay Khandelwal, Ankit Agarwal, Rakesh Shetty. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Large and Midcap Fund has ₹17420 Cr worth of assets under management (AUM) as on Jun 2026 and is more than category average.
  2. The fund has an expense ratio 0.9.

Returns

Motilal Oswal Large and Midcap Fund has given a CAGR return of 22.40% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.25%, 24.91% and 20.66% 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 Muthoot Finance Ltd, CG Power & Industrial Solutions Ltd, Eternal Ltd, Multi Commodity Exchange of India Ltd, Shriram Finance 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

Atul Mehra

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

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

Ankit Agarwal

Fund Manager of Motilal Oswal Large and Midcap Fund, since 16 March 2026

Rakesh Shetty

Fund Manager of Motilal Oswal Large and Midcap Fund, since 22 November 2022

Learn more about Motilal Oswal Mutual Fund
Parameters
May'26
Apr'26
Mar'26
AUM
₹ 17.4K Cr
₹ 16.8K Cr
₹ 14K Cr
  • AUM of the fund stands at 17.4K Cr as of May'26
  • AUM increased by 643.9 Cr between May'26 and Apr'26

Compare Motilal Oswal Large and Midcap Fund

Motilal Oswal Large and Midcap Fund

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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 ₹39.13. 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 6.25% in 1 year, 24.91% in 3 years, 20.66% in 5 years.

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

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

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 0.91%. 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 ₹17420 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 Muthoot Finance Ltd(5.37%), CG Power & Industrial Solutions Ltd(5.27%), Eternal Ltd(5.05%)