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Mutual FundsMotilal Oswal Large and Midcap Fund Direct - GrowthM
Motilal Oswal Large and Midcap Fund Direct - Growth
149.94%
5 Year Absolute Returns5Morning Star
5Value Research
M
Motilal Oswal Large and Midcap Fund Direct - Growth
149.94%5 Year Absolute Returns
5 Year Absolute Returnsas on 23 Jul 2026
5Morning Star
5Value Research
Motilal Oswal Large and Midcap Fund Direct - Growth is a Equity mutual fund scheme launched on 17 Oct 2019. Investors can begin their investment journey with a minimum SIP of ₹500 or a lumpsum investment of ₹500. The fund manages total assets worth ₹18,413.20 crores, and the current NAV stands at ₹38.9728 as of 23 Jul 2026. The fund has delivered absolute returns of 5.22% in the past 1 year. For the last 3 years the fund has delivered a CAGR of 23.29%. For 5 years it has given a CAGR of 20.11%. The expense ratio of the fund is 0.90%.
NAV ₹ 38.9728 (-0.93%)
CAGR 20.11%
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 51.89 L
20.11%
Savings Account
Regular Funds
This Fund on Dhan
Total Investment
₹ 30,00,000
Returns
₹ 21,89,241 (20.11%)
Maturity Value
₹ 51,89,241
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
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Returns vs Category
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*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
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Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 18,413.20 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹18,413.20 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ NaN
Min. SIP Amount
₹ 500.00
Min. Lumpsum Amount
₹ 500.00
AUM (in Cr.)
₹ 18,413.20
Expense Ratio
0.90%
Lock-in Period
No Lock in Period
52W Low NAV
₹ NaN
Inception Date
17 Oct 2019
Fund Age
6 Yrs
Benchmark
Nifty LargeMidcap 250 TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Exit load of 1%, if redeemed within 365 days.
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Swapnil Mayekar | M.Com from Mumbai University and Advanced Diploma in Business Administration from Welingkar, Mumbai |
| Varun Sharma | Post Graduate Diploma in Management from IIM - Calcutta,Bachelor in Business Studies from shaheed Sukhdev College of Business Studies, University Of Delhi |
| Ajay Khandelwal | MBA, Bachelor of Engineering |
| Ankit Agarwal | PGDM, Indian Institute of Management (IIM) Bangalore, B. Tech National Institute of Technology, Trichy |
| Rakesh Shetty | Bachelors of Commerce |
Fund Objective
The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Motilal Oswal Mutual Fund
No. of Schemes
50
Total AUM
₹ 1,24,835.10 Cr
Contact Details
Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Contact Details
022-40548002 / 8108622222Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Open NFOs
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FAQs
When was Motilal Oswal Large and Midcap Fund launched?
Motilal Oswal Large and Midcap Fund was launched on 17 Oct 2019.
What is the current NAV of Motilal Oswal Large and Midcap Fund?
The current NAV of Motilal Oswal Large and Midcap Fund is ₹38.9728 as of 23 Jul 2026.
What is the AUM of Motilal Oswal Large and Midcap Fund?
The latest value of AUM of Motilal Oswal Large and Midcap Fund is ₹18,413.20 crores as of 23 Jul 2026.
What is the rate of return of Motilal Oswal Large and Midcap Fund?
The return on investment of Motilal Oswal Large and Midcap Fund is:
- In the past 1Y: 5.22%
- In the past 3Y: 23.29%
- In the past 5Y: 20.11%
What is the expense ratio of Motilal Oswal Large and Midcap Fund?
The expense ratio of Motilal Oswal Large and Midcap Fund is 0.90%.
What is exit load of Motilal Oswal Large and Midcap Fund?
The exit load of Motilal Oswal Large and Midcap Fund is as follows:
Exit load of 1%, if redeemed within 365 days.
What is the portfolio of Motilal Oswal Large and Midcap Fund?
The portfolio of Motilal Oswal Large and Midcap Fund includes:
Top 3 sectoral holdings include:
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in Motilal Oswal Large and Midcap Fund?
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Motilal Oswal Large and Midcap Fund is Very High.
Who is the fund manager Motilal Oswal Large and Midcap Fund?
The fund manager of Motilal Oswal Large and Midcap Fund is Swapnil Mayekar, Varun Sharma, Ajay Khandelwal, Ankit Agarwal, Rakesh Shetty.
What is the minimum investment required in Motilal Oswal Large and Midcap Fund?
If you wish to invest in Motilal Oswal Large and Midcap Fund, the minimum SIP amount is ₹500 and Lumpsum is ₹500.
How to invest in Motilal Oswal Large and Midcap Fund directly?
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Motilal Oswal Large and Midcap Fund:
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.
