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EQUITY•LARGE & MID CAP FUND

Motilal Oswal Large and Midcap Fund

3 Year return

24.97%
NAV on December 12, 2025
36.1861
1D Returns
+0.27%
Launched on September 2019(6 years)

Investment Details

₹500
Minimum SIP Amount
₹500
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
49.75%₹1,791
Total Value ₹5,391

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹15,146.47 Cr.
Expense Ratio
0.69% (inclusive of GST)
Exit Load
1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
4
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Motilal Oswal Mutual Fund Manager

AK

Ajay Khandelwal

Fund Manager since Oct 2024

AM

Atul Mehra

Fund Manager since Oct 2024

RS

Rakesh Shetty

Fund Manager since Nov 2022

SS

Sunil Sawant

Fund Manager since Jul 2025

SM

Swapnil Mayekar

Fund Manager since Aug 2019

Fund House Details

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund

Asset management company

AUM
₹1,27,837.28 Cr.
No. of Schemes
101
Setup Date
November 2008

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
ICICI Prudential Large and Mid Cap Fund21.1506%
3
Bandhan Large and Mid Cap Fund23.5342%
3.5
UTI Large and Mid Cap Fund21.8057%
3.5

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
25.1879%
Expense Ratio
0.69%
Fund Manager
Ajay Khandelwal
Fund Size
₹15146.47 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

NameMotilal Oswal Mutual Fund
Launch DateNovember 2008
Address10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025
Contact91-2240548002 8108622222
Emailamc@motilaloswal.com
Websitehttps://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

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 on December 12, 2025, is ₹36.1861
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 ₹15146.47 crore.
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 0.69%
The Motilal Oswal Large and Midcap Fund was launched on September 27, 2019. The fund has delivered a CAGR of undefined since inception.
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 ₹undefined.
  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.
  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.
  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.
  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.

ENTER AMOUNT

₹
₹5,391 in 3Y at 24.9729% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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