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Motilal Oswal Large and Midcap Fund Direct Growth

Motilal Oswal Large and Midcap Fund Direct Growth

+24.79%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Jun '26
?39.49
Min. for SIP
?500
Fund size (AUM)
?17,420.43 Cr
Expense ratio
0.87%
Rating
5

Return calculator

Monthly investment
?5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months?30,000?31,779
+5.93%
1 year?60,000?62,775
+4.63%
3 years?1,80,000?2,27,758
+26.53%
5 years?3,00,000?4,96,677
+65.56%

Holdings (30)

NameSectorInstrumentsAssets
Muthoot Finance LtdFinancialEquity5.37%
CG Power & Industrial Solutions LtdIndustrialsEquity5.27%
Zomato LtdTechnologyEquity5.05%
Multi Commodity Exchange Of India LtdFinancialEquity5.03%
Shriram Transport Finance Company LtdFinancialEquity4.29%
Suzlon Energy LtdIndustrialsEquity4.21%
Premier Energies Ltd.Energy & UtilitiesEquity4.15%
Onesource Specialty Pharma LtdHealthcareEquity4.05%
PTC Industries LtdMaterialsEquity3.99%
Waaree Energies Ltd.Energy & UtilitiesEquity3.86%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity3.84%
Apar Industries LtdDiversifiedEquity3.83%
One 97 Communications LtdIndustrialsEquity3.72%
Ather Energy Ltd.Consumer DiscretionaryEquity3.72%
Zen Technologies LtdTechnologyEquity3.64%
Billionbrains Garage Ventures Ltd.FinancialEquity3.61%
Bharat Electronics LtdIndustrialsEquity3.54%
Amber Enterprises India LtdConsumer DiscretionaryEquity3.31%
Gujarat Fluorochemicals LtdMaterialsEquity3.22%
Titan Company LtdConsumer DiscretionaryEquity3.03%
Ola Electric Mobility Ltd.Consumer DiscretionaryEquity2.77%
Apollo Hospitals Enterprise LtdHealthcareEquity2.62%
Bajaj Finance LtdFinancialEquity2.59%
Bharat Dynamics LtdIndustrialsEquity2.28%
Jain Resource Recycling Ltd.MaterialsEquity2.08%
V2 Retail LtdConsumer DiscretionaryEquity2.07%
GE T&D India LtdIndustrialsEquity1.48%
Religare Enterprises LtdFinancialEquity1.35%
Net ReceivablesUnspecifiedNet Receivables1.33%
Sterlite Technologies LtdTechnologyEquity0.70%
See All

Minimum investments

Min. for 1st investment
?500
Min. for 2nd investment
?500
Min. for SIP
?500

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+9.1%+24.8%+21.6%+22.9%
Category average (Equity Large & MidCap)+0.9%+17.5%+18.0%--
Rank (Equity Large & MidCap)311--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

RS
Rakesh Shetty
Nov 2022 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

SPM
Swapnil P Mayekar
Nov 2025 - Present
View details

Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes

AA
Ankit Agarwal
Mar 2026 - Present
View details

Education
Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.
Experience
Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..

About Motilal Oswal Large and Midcap Fund Direct Growth

Motilal Oswal Large and Midcap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Atul Mehra is the Current Fund Manager of Motilal Oswal Large and Midcap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ?1,46,103 Cr and the Latest NAV as of 18 Jun 2026 is ?39.49. The Motilal Oswal Large and Midcap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ?500. Minimum Lumpsum Investment is ?500. Exit load of 1%, if redeemed within 365 days. ;

Investment Objective

The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Fund benchmarkNIFTY Large Midcap 250 Total Return Index

Fund house

Rank (total assets)#19 in India
Total AUM?1,46,102.61 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

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