Motilal Oswal Large and Midcap Fund Direct Growth

Motilal Oswal Large and Midcap Fund Direct Growth

Equity

Motilal Oswal Mutual Fund

Large & Mid-Cap

Get the latest NAV of Motilal Oswal Large and Midcap Fund Direct Growth. 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.

₹33.10

▲4.2%1D

NAV as on 12 May 2025

23.98%/per year

Since Inception

Absolute Gain%

▲▼

28919 people have invested ₹ 20.9Cr in Motilal Oswal Large and Midcap Fund Direct Growth 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 (12-May-25)

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

Period
This Fund
NIFTY 500
Category Avg
1 Month
9.49%
8.47%
7.91%
3 Months
6.37%
7.67%
6.96%
6 Months
-4.23%
0.81%
-1.05%
1 Year
16.6%
9.98%
11.44%
3 Years
30.92%
18.69%
22.12%
5 Years
32.13%
24.52%
26.95%

Motilal Oswal Large and Midcap Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

9
/21
85% Performance
25% Risk Management
82% Cost

Ranked 9 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
Inception Returns
Motilal Oswal Large and Midcap Fund
9/21
9,176Cr
0.55%
16.6%
30.92%
23.98%
Bandhan Core Equity Fund Direct Growth
1/21
7,967Cr
0.61%
13.83%
28.56%
16.33%
ICICI Prudential Large & Mid Cap Fund Direct Growth
2/21
19,353Cr
0.88%
15.85%
26.17%
17.12%
Invesco India Large&MidCap Fund Direct Growth
5/21
6,765Cr
0.7%
20.28%
28.32%
18.25%
See all
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Consistently beats benchmark
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Outperformed benchmarks during bull run
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5Y returns in the top 25% of the category
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Highly volatile within category
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Poor track record of protecting capital in bear phase
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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

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Motilal Oswal Large and Midcap Fund Asset Allocation

See fund asset allocation details as on (15-Apr-25)

Fund Distribution

as on (15-Apr-25)

Equity 98.5%

Debt & Cash 1.5%

Mid cap
37.8%
Large cap
36.2%
Small cap
21.6%
Mid Cap allocation has gone down from 39.3% to 36.7%
Mid Cap allocation has gone down from 39.3% to 36.7%
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 21% to 23.2%
Small Cap allocation has gone up from 21% to 23.2%
Cash allocation has gone up from 2.1% to 2.5%
Cash allocation has gone up from 2.1% to 2.5%

Motilal Oswal Large and Midcap Fund Sector Allocation

See fund sector allocation details as on (15-Apr-25)

Sector Allocation

Equity 98.5%

Debt & Cash 1.5%

Industrial
32.7%
Consumer Cyclical
30.6%
Financial Services
10.7%
Real Estate
7.7%
Tech
5.7%
Health
5.5%
Basic Materials
3.8%
Communication
3.4%

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

Mar'25

Industrial

35%

Consumer Cyclical

24%

Financial Services

14%

Feb'25

Industrial

30%

Consumer Cyclical

27%

Financial Services

15%

Motilal Oswal Large and Midcap Fund Holdings Details

as on (30-Apr-25)

Equity

Holdings
Weight%
1M Change
Eternal Ltd
5.67%
0%
Trent Ltd
5.06%
-4.6%
Bharat Dynamics Ltd Ordinary Shares
4.26%
0.2%
Bharat Electronics Ltd
3.9%
22.8%
Bharti Airtel Ltd
3.87%
-35.1%
See all
Top Stocks bought last month
Cholamandalam Investment and Finance Co Ltd's allocation increased from 0.92% to 3.17%
Cholamandalam Investment and Finance Co Ltd's allocation increased from 0.92% to 3.17%
Hindustan Aeronautics Ltd Ordinary Shares's allocation increased from 1.99% to 3.27%
Hindustan Aeronautics Ltd Ordinary Shares's allocation increased from 1.99% to 3.27%
PTC Industries Ltd's allocation increased from 2.81% to 3.82%
PTC Industries Ltd's allocation increased from 2.81% to 3.82%
Top Stocks sold last month
Trent Ltd's allocation decreased from 5.99 % to 5.49 %
Trent Ltd's allocation decreased from 5.99 % to 5.49 %
Bharti Airtel Ltd's allocation decreased from 6.04 % to 3.79 %
Bharti Airtel Ltd's allocation decreased from 6.04 % to 3.79 %
Coforge Ltd's allocation decreased from 3.39 % to 3.27 %
Coforge Ltd's allocation decreased from 3.39 % to 3.27 %

Motilal Oswal Large and Midcap Fund Direct Growth Overview

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

Expense ratio0.55%
Benchmark
Nifty LargeMidcap 250 TR INR
AUM₹9176 Cr
Inception Date17 October, 2019
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
94.83%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Motilal Oswal Large and Midcap Fund

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.

Key Parameters

  1. Motilal Oswal Large and Midcap Fund Direct Growth has ₹9176 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
  2. The fund has an expense ratio 0.6.

Returns

Motilal Oswal Large and Midcap Fund Direct Growth has given a CAGR return of 23.98% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 16.60%, 30.92% and 32.13% respectively.

Holdings

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, Basic Materials, Health. Its top holdings are Eternal Ltd, Trent Ltd, Bharat Dynamics Ltd Ordinary Shares, Bharat Electronics Ltd, Bharti Airtel 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 Direct Growth

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 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 Direct Growth has no lock in period.

Fund Manager

Ajay Khandelwal

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

Learn more about Motilal Oswal Mutual Fund
Parameters
Mar'25
Feb'25
Jan'25
AUM
₹ 8.7K Cr
₹ 7.6K Cr
₹ 8.4K Cr
  • AUM of the fund stands at 8.7K Cr as of Mar'25
  • AUM increased by 1.1K Cr between Mar'25 and Feb'25

Compare Motilal Oswal Large and Midcap Fund

Motilal Oswal Large and Midcap Fund

VS

Mirae Asset Large & Midcap Fund Direct Growth

Frequently Asked Questions for Motilal Oswal Large and Midcap Fund Direct Growth

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

The current NAV of Motilal Oswal Large and Midcap Fund Direct Growth is ₹33.1 as on 12-May-2025.

What are the average returns of Motilal Oswal Large and Midcap Fund Direct Growth?

Existing (Absolute + CAGR) as on 12-May-2025.
Motilal Oswal Large and Midcap Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
9.49%
9.49%
6 Month Returns
-4.23%
-4.23%
1 Year Returns
16.6%
16.6%
3 Years Returns
124.41%
30.92%

How do I invest in Motilal Oswal Large and Midcap Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Motilal Oswal Large and Midcap Fund Direct Growth?

0.55% as on April 2025

What is net assets under management (AUM) of Motilal Oswal Large and Midcap Fund Direct Growth?

₹9176 Cr as on April 2025

What are the top 5 holdings of Motilal Oswal Large and Midcap Fund Direct Growth?

Eternal Ltd(5.67%), Trent Ltd(5.06%), Bharat Dynamics Ltd Ordinary Shares(4.26%), Bharat Electronics Ltd(3.9%), Bharti Airtel Ltd(3.87%) as on April 2025

What are the top 3 sectors that this Motilal Oswal Large and Midcap Fund Direct Growth has invested in?

Industrial(36.33%), Consumer Cyclical(22.62%), Financial Services(14.59%) as on April 2025

What is the alpha of Motilal Oswal Large and Midcap Fund Direct Growth?

The alpha ratio for the Motilal Oswal Large and Midcap Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Motilal Oswal Large and Midcap Fund Direct Growth
5.9
6.31
3.03
As on April 2025
The alpha for Motilal Oswal Large and Midcap Fund Direct Growth is calculated against Nifty LargeMidcap 250 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Motilal Oswal Large and Midcap Fund Direct Growth??

The Beta ratio for the Motilal Oswal Large and Midcap Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Motilal Oswal Large and Midcap Fund Direct Growth
1.31
1.08
0.99
As on April 2025
The Beta for Motilal Oswal Large and Midcap Fund Direct Growth is calculated with Nifty LargeMidcap 250 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Motilal Oswal Large and Midcap Fund Direct Growth?

The sharpe ratio for the Motilal Oswal Large and Midcap Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Motilal Oswal Large and Midcap Fund Direct Growth
0.28
0.99
1.31
As on April 2025
The sharpe ratio for Motilal Oswal Large and Midcap Fund Direct Growth is calculated with Nifty LargeMidcap 250 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Motilal Oswal Large and Midcap Fund Direct Growth?

The standard deviation for the Motilal Oswal Large and Midcap Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Motilal Oswal Large and Midcap Fund Direct Growth
26.14
18.64
17.16
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the Sortino ratio of Motilal Oswal Large and Midcap Fund Direct Growth?

Sortino ratio is 1.5 as on April 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

What is the information ratio of Motilal Oswal Large and Midcap Fund Direct Growth?

Information ratio is 0.92 as on April 2025. It tells the consistency of the fund in generating superior risk-adjusted performance

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

Ajay Khandelwal is the fund manager of Motilal Oswal Large and Midcap Fund Direct Growth

What is the exit load of Motilal Oswal Large and Midcap Fund Direct Growth?

The Exit load of Motilal Oswal Large and Midcap Fund Direct Growth is 1%