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.

₹38.30

▲0.9%1D

NAV as on 17 Sep 2025

25.47%/per year

Since Inception

Absolute Gain%

▲▼

53921 people have invested ₹ 46.3Cr 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 (17-Sep-25)

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
6.85%
5.9%
29.59%
5.29%
29.75%
30.66%
NIFTY 500
3.37%
2.02%
15.56%
-2.19%
15.43%
19.63%
Large & Mid-Cap Avg
3.09%
2.04%
17.99%
-1.27%
18.89%
22.68%
Best in Large & Mid-Cap
5.86%
5.95%
28.92%
7.48%
29.34%
30.28%
Worst in Large & Mid-Cap
-1.46%
-1.85%
11.93%
-10.76%
14.86%
18.09%
Category Rank
6/21
9/21
4/21
2/21
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Motilal Oswal Large and Midcap Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

6
/21
89% Performance
27% Risk Management
76% Cost

Ranked 6 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
6/21
12,628Cr
0.65%
5.29%
29.75%
8.08
1.14
1.07
1.65
1.08
Bandhan Large & Mid Cap Fund Direct Growth
1/21
10,231Cr
0.57%
-0.21%
25.65%
6.58
0.95
1.20
2.11
2.05
ICICI Prudential Large & Mid Cap Fund Direct Growth
2/21
23,698Cr
0.77%
3.47%
22.85%
5.48
0.81
1.15
2.04
0.93
Invesco India Large&MidCap Fund Direct Growth
3/21
8,125Cr
0.64%
7.48%
26.88%
6.98
1.00
1.16
1.93
1.54
See all
Positive: Consistently beats benchmark
Consistently beats benchmark
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
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

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 (14-Sep-25)

Fund Distribution

as on (14-Sep-25)

Mid cap
40%
Large cap
35.2%
Small cap
23.9%
Mid Cap allocation has gone up from 39.2% to 40%
Mid Cap allocation has gone up from 39.2% to 40%
Large Cap allocation has gone up from 35.1% to 35.2%
Large Cap allocation has gone up from 35.1% to 35.2%
Small Cap allocation has gone down from 24.8% to 23.9%
Small Cap allocation has gone down from 24.8% to 23.9%
Cash allocation has gone up from 0.8% to 0.9%
Cash allocation has gone up from 0.8% to 0.9%

Motilal Oswal Large and Midcap Fund Sector Allocation

See fund sector allocation details as on (14-Sep-25)

Sector Allocation

Industrial
30.2%
Consumer Cyclical
26.8%
Financial Services
14.6%
Tech
11.2%
Communication
6.2%
Real Estate
5.8%
Basic Materials
3.2%
Health
2%

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

Aug'25

Industrial

35%

Consumer Cyclical

22%

Financial Services

19%

Jul'25

Industrial

36%

Consumer Cyclical

22%

Financial Services

19%

Motilal Oswal Large and Midcap Fund Holdings Details

as on (31-Aug-25)

Top Stocks bought last month
One97 Communications Ltd's allocation increased from 2.64% to 3.43%
One97 Communications Ltd's allocation increased from 2.64% to 3.43%
Muthoot Finance Ltd's allocation increased from 1.81% to 2.38%
Muthoot Finance Ltd's allocation increased from 1.81% to 2.38%
Waaree Energies Ltd's allocation increased from 3.73% to 4.23%
Waaree Energies Ltd's allocation increased from 3.73% to 4.23%
Top Stocks sold last month
Bharat Electronics Ltd's allocation decreased from 4.52 % to 4.29 %
Bharat Electronics Ltd's allocation decreased from 4.52 % to 4.29 %
Amber Enterprises India Ltd Ordinary Shares's allocation decreased from 3.57 % to 3.54 %
Amber Enterprises India Ltd Ordinary Shares's allocation decreased from 3.57 % to 3.54 %
Multi Commodity Exchange of India Ltd's allocation decreased from 3.55 % to 3.45 %
Multi Commodity Exchange of India Ltd's allocation decreased from 3.55 % to 3.45 %

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 ratio0.65%
Benchmark
Nifty LargeMidcap 250 TR INR
AUM₹12628 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 Direct Growth is an equity fund. This fund was started on 17 October, 2019. The fund is managed by Atul Mehra, Ajay Khandelwal, Rakesh Shetty, Sunil Sawant. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Large and Midcap Fund Direct Growth has ₹12628 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
  2. The fund has an expense ratio 0.7.

Returns

Motilal Oswal Large and Midcap Fund Direct Growth has given a CAGR return of 25.47% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.29%, 29.75% and 30.66% respectively.

Holdings

Motilal Oswal Large and Midcap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Consumer Cyclical, Financial Services, Tech, Utilities, Real Estate, Health, Basic Materials. Its top holdings are Eternal Ltd, Bharat Electronics Ltd, Waaree Energies Ltd, CG Power & Industrial Solutions Ltd, Siemens Energy India 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.

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

Atul Mehra

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

Ajay Khandelwal

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

Rakesh Shetty

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

Sunil Sawant

Fund Manager of Motilal Oswal Large and Midcap Fund Direct Growth, since 1 July 2024

Learn more about Motilal Oswal Mutual Fund
Parameters
Aug'25
Jul'25
Jun'25
AUM
₹ 12.6K Cr
₹ 12.4K Cr
₹ 11.8K Cr
  • AUM of the fund stands at 12.6K Cr as of Aug'25
  • AUM increased by 200.3 Cr between Aug'25 and Jul'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

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 ₹38.30. 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 5.29% in 1 year, 29.75% in 3 years, 30.66% in 5 years.

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

The fund managers are Atul Mehra, Ajay Khandelwal, Rakesh Shetty, Sunil Sawant.

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 0.65%. 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 ₹12628 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(7.24%), Bharat Electronics Ltd(4.29%), Waaree Energies Ltd(4.23%)