Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl
Get the latest NAV of Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl. 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.
₹26.31
▲1.3%1D
NAV as on 30 Jun 2025
24.12%/per year
Since Inception
▲▼
Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl Performance vs. NIFTY 500
Fund returns vs Benchmark returns vs Category Average returns as on (30-Jun-25)
The fund has consistently outperformed the benchmark (NIFTY 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 98.6%
Debt & Cash 1.4%
Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 98.6%
Debt & Cash 1.4%
Top 3 Sectors in May were Industrial, Consumer Cyclical & Financial Services
Industrial
40%
Consumer Cyclical
22%
Financial Services
15%
Industrial
37%
Consumer Cyclical
23%
Financial Services
15%
Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl Holdings Details
as on (31-May-25)
Equity
Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.73% |
Benchmark | Nifty LargeMidcap 250 TR INR |
| AUM | ₹10840 Cr |
| Inception Date | 17 October, 2019 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 94.83% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl
Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl 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
- Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl has ₹10840 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 1.7.
Returns
Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl has given a CAGR return of 24.12% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 15.30%, 34.75% and 30.25% respectively.
Holdings
Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl 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
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 Regular Reinvestment of Income Distribution cum capital wdrl
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 Regular Reinvestment of Income Distribution cum capital wdrl has no lock in period.
Fund Manager
Ajay Khandelwal
Fund Manager of Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl, since 11 December 2023
- AUM of the fund stands at 10.8K Cr as of May'25
- AUM increased by 1.7K Cr between May'25 and Apr'25
More funds from Motilal Oswal
5Y CAGR
▲ 38.45
5Y CAGR
▲ 32.33
5Y CAGR
▲ 29.56
5Y CAGR
▲ 31.65
Frequently Asked Questions for Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl
How do I invest in Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl?
- Download the INDmoney app.
- Search for ‘Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl’.
- 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.