3 Year return

26.27%
Launched on September 2019 (5 years)

Investment Details

₹100

Minimum SIP Amount

₹500

Minimum one time investment

Fund has no lock-in period

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹4036.22 Cr.

Expense Ratio

0.48% (inclusive of GST)

Exit Load

1.00% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

4
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Motilal Oswal Mutual Fund Managers

AK

Aditya Khemani

Fund Manager since Sep 2019

View Details

Fund House Details

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund Asset management company

AUM ₹50,745.52 Cr.
No. of Schemes 58
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Motilal Oswal Mutual Fund

List of mutual fund schemes by AMC

About Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment

Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment is an equity fund managed by Motilal Oswal Asset Management Company Limited. It is a large-and-mid-cap fund, which means that it invests in a mix of large-cap and mid-cap companies. Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment is an open-ended fund. This means that investors can buy and sell units of the fund in the secondary market at any time. The expense ratio of Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment is lower than the average expense ratio of large and mid-cap funds.

Investment Objectives of the Scheme

The investment objective of Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment is to generate long-term capital appreciation by investing in a diversified portfolio of large-cap and mid-cap companies. The fund aims to achieve this by investing in companies that are expected to grow their earnings and profits over the long term.

Key Features of The Fund

5-year return NA
Expense Ratio 0.48%
Fund Manager Aditya Khemani
Fund Size ₹4036.22 Cr
Risk Profile Very High

Is This Scheme Right for Me?

Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment is suitable for investors who are looking for a long-term investment with the potential for growth. The fund is best suited for investors who have a moderate to high-risk tolerance and a long investment horizon of at least 5 years.

AMC Contact Details

Name Motilal Oswal Mutual Fund
Launch Date November 2008
Addresss 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025
Contact 91-2240548002 8108622222
Email amc@motilaloswal.com
Website https://www.motilaloswalmf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment Jun 11 2024 is 24.6519

What is the AUM of Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment is 4036.22 crore.

What is the expense ratio of Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment is 0.48%

What are the returns of Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment since inception?

The Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment was launched on Sep 27 2019. The fund has delivered a CAGR of 26.87 since inception.

What is the minimum SIP amount to invest in Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment is 100.

How do I invest in Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.