3 Year return

28.9%
Launched on September 2019 (5 years)

Investment Details

₹500

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

₹4293 Cr.

Expense Ratio

0.6% (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 59
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 Plan Growth

Motilal Oswal Large and Midcap Fund Direct Plan Growth is an open-ended equity fund under the Motilal Oswal Mutual Fund House. The fund invests in both large and midcap stocks, with the Nifty Large Midcap 250 Total Return Index as the benchmark set against it. It falls under the large and midcap categories and aims to provide medium to long term capital appreciation.

Investment Objective of the Scheme

Motilal Oswal Large and Midcap Fund Direct Plan Growth is a scheme that aims to generate medium to long term capital growth via investments made predominantly in midcap and largecap stocks. The investment goal is to deliver returns by investing in a portfolio of equities and equity-related securities, which includes derivatives, debt instruments, money market instruments, REITs, and InvITs. A focused strategy is followed by the scheme, allowing for the ability to invest across different themes.

Key Features of The Fund

5-year return NA
Expense Ratio 0.6%
Fund Manager Aditya Khemani
Fund Size ₹4293 Cr
Risk Profile Very High

Is This Scheme Right for Me?

You could consider investing in Motilal Oswal Large and Midcap Fund Direct Plan Growth if you are seeking capital appreciation. This fund may be ideal for investors interested in large and mid-cap companies. This strategy may appeal to investors seeking diversification into large and mid-cap firms. However, there are very high risks associated with this, so make sure that your risk tolerance and financial goals are in alignment.

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?

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 Jun 19 2024 is 31.5409

What is the AUM of Motilal Oswal Large and Midcap Fund?

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 is 4293 crore.

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

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 is 0.6%

What are the returns of Motilal Oswal Large and Midcap Fund since inception?

The Motilal Oswal Large and Midcap Fund was launched on Sep 27 2019. The fund has delivered a CAGR of 28.12 since inception.

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

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 is 500.

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

  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?

  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?

  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?

  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.