Name: Motilal Oswal Large and Midcap Fund Direct IDCW
Brand: Motilal Oswal Mutual Fund

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Motilal Oswal Large and Midcap Fund Direct IDCW
Equity
Large & MidCap
Moderately High Risk
Payout
1.45%
1M return
+0.52% 1D
1M
6M
1Y
All
 NAV: 14 Oct 2021₹17.65
Min. SIP amount₹500
RatingNA
Fund size₹852.27 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Large & MidCap
Absolute returns
3M6M1YAll
Fund returns13.2%32.7%74.0%76.6%
Category averageNANA59.0%NA
Rank with in category19209NA
Understand termsinfo
Holdings (30)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity7.3%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity6.0%
State Bank of India
FinancialEquity4.5%
Jubilant FoodWorks Ltd.
ServicesEquity4.4%
Birla Corporation Ltd.
ConstructionEquity4.4%
Max Healthcare Institute Ltd.
HealthcareEquity4.4%
Gujarat Gas Ltd.
EnergyEquity4.2%
Crompton Greaves Consumer Electricals Ltd.
Consumer DurableEquity3.9%
Axis Bank Ltd.
FinancialEquity3.8%
Dr. Lal Pathlabs Ltd.
HealthcareEquity3.8%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
0.70%
31 Jul 2021 - 31 Aug 2021
0.71%
30 Jun 2021 - 31 Jul 2021
0.74%
31 May 2021 - 30 Jun 2021
0.75%
30 Apr 2021 - 31 May 2021
0.69%
31 Mar 2021 - 30 Apr 2021
0.70%
28 Feb 2021 - 31 Mar 2021
0.67%
31 Jan 2021 - 28 Feb 2021
0.69%
31 Dec 2020 - 31 Jan 2021
0.70%
30 Nov 2020 - 31 Dec 2020
0.69%
31 Oct 2020 - 30 Nov 2020
0.74%
30 Sep 2020 - 31 Oct 2020
0.67%
31 Aug 2020 - 30 Sep 2020
0.64%
31 Jul 2020 - 31 Aug 2020
0.64%
30 Jun 2020 - 31 Jul 2020
0.64%
31 May 2020 - 30 Jun 2020
0.64%
30 Apr 2020 - 31 May 2020
0.75%
31 Mar 2020 - 30 Apr 2020
0.80%
29 Feb 2020 - 31 Mar 2020
0.70%
31 Jan 2020 - 29 Feb 2020
0.70%
31 Dec 2019 - 31 Jan 2020
0.73%
30 Nov 2019 - 31 Dec 2019
0.73%
31 Oct 2019 - 30 Nov 2019
0.73%
Expense ratio, exit load and taxExpense ratio: 0.70%Inclusive of GST
Exit loadExit load of 1%, if redeemed within 15 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500
Fund managementAditya Khemani
Sep 2019 - Present
View details
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Education
Mr. Khemani has done B.Com (Hons) and PGDM from IIM, Lucknow.
Experience
Prior to joining Motilal Oswal Asset Management Company Ltd., He was associated with HSBC AMC, SBI Mutual Fund, ICICI Prudential AMC and Morgan Stanley Advantage Services.
Also manages these schemes
HSBC Regular Savings Fund IDCW Monthly
HSBC Regular Savings Fund IDCW Quarterly
HSBC Regular Savings Fund Growth
HSBC Tax Saver Equity Fund IDCW
HSBC Tax Saver Equity Fund Growth
HSBC Regular Savings Fund Direct Growth
HSBC Tax Saver Equity Fund Direct IDCW
HSBC Tax Saver Equity Fund Direct Growth
Motilal Oswal Long Term Equity Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Direct IDCW
Motilal Oswal Long Term Equity Fund Regular Growth
Motilal Oswal Long Term Equity Fund Direct Growth
Motilal Oswal Large and Midcap Fund Regular Growth
Motilal Oswal Large and Midcap Fund Regular IDCW
Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct IDCW
Abhiroop Mukherjee
Sep 2019 - Present
View details
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Education
Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.
Experience
Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
Also manages these schemes
Motilal Oswal Focused 25 Fund Regular Growth
Motilal Oswal Focused 25 Fund Regular IDCW
Motilal Oswal Focused 25 Fund Direct Growth
Motilal Oswal Focused 25 Fund Direct IDCW
Motilal Oswal Ultra Short Term Fund Regular Growth
Motilal Oswal Ultra Short Term Fund Direct Growth
Motilal Oswal Ultra Short Term Fund Regular IDCW Daily
Motilal Oswal Ultra Short Term Fund Regular IDCW Quarterly
Motilal Oswal Ultra Short Term Fund Direct IDCW Weekly
Motilal Oswal Ultra Short Term Fund Direct IDCW Monthly
Motilal Oswal Ultra Short Term Fund Regular IDCW Weekly
Motilal Oswal Ultra Short Term Fund Direct IDCW Fortnightly
Motilal Oswal Ultra Short Term Fund Direct IDCW Quarterly
Motilal Oswal Ultra Short Term Fund Regular IDCW Fortnightly
Motilal Oswal Ultra Short Term Fund Regular IDCW Monthly
Motilal Oswal Ultra Short Term Fund Direct IDCW Daily
Motilal Oswal Equity Hybrid Fund Direct Growth
Motilal Oswal Equity Hybrid Fund Regular Growth
Motilal Oswal Nasdaq 100 FOF Regular Growth
Motilal Oswal Nasdaq 100 FOF Direct Growth
Motilal Oswal Liquid Fund Direct Growth
Motilal Oswal Liquid Fund Regular Growth
Motilal Oswal Liquid Fund Direct IDCW Quarterly
Motilal Oswal Liquid Fund Regular IDCW Quarterly
Motilal Oswal Liquid Fund Direct IDCW Monthly
Motilal Oswal Liquid Fund Regular IDCW Weekly
Motilal Oswal Liquid Fund Regular IDCW Daily
Motilal Oswal Liquid Fund Direct IDCW Daily
Motilal Oswal Liquid Fund Direct IDCW Weekly
Motilal Oswal Large and Midcap Fund Regular Growth
Motilal Oswal Large and Midcap Fund Regular IDCW
Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct IDCW
Motilal Oswal S&P 500 Index Fund Direct Growth
Motilal Oswal S&P 500 Index Fund Regular Growth
Motilal Oswal Multi Asset Fund Direct Growth
Motilal Oswal Multi Asset Fund Regular Growth
Motilal Oswal Asset Allocation Passive FoF Aggressive Direct Growth
Motilal Oswal Asset Allocation Passive FoF Aggressive Regular Growth
Motilal Oswal Asset Allocation Passive FoF Conservative Regular Growth
Motilal Oswal Asset Allocation Passive FoF Conservative Direct Growth
Motilal Oswal 5 Year G Sec FoF Direct Growth
Motilal Oswal 5 Year G Sec FoF Regular Growth
Fund house & investment objective
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Motilal Oswal Mutual Fund
Rank (total assets)#19 in India
Total AUM25,401.41 Cr
Date of Incorporation29 Dec 2009
Motilal Oswal Large and Midcap Fund Direct IDCW is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available t
Motilal Oswal Large and Midcap Fund Direct IDCW is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Aditya Khemani is the Current Fund Manager of Motilal Oswal Large and Midcap Fund Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹25,401 Cr and the Latest NAV as of 14 Oct 2021 is ₹17.65.
The Motilal Oswal Large and Midcap Fund Direct IDCW is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1%, if redeemed within 15 days....Read more
Investment Objective
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Fund benchmarkNIFTY Large Midcap 250 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
Phone
022-39804263
Launch Date
29 Dec 2009
E-mail
[email protected]
Website
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
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	3M	6M	1Y	All
Fund returns	13.2%	32.7%	74.0%	76.6%
Category average	NA	NA	59.0%	NA
Rank with in category	19	20	9	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	7.3%
Cholamandalam Investment & Finance Company Ltd.	Financial	Equity	6.0%
State Bank of India	Financial	Equity	4.5%
Jubilant FoodWorks Ltd.	Services	Equity	4.4%
Birla Corporation Ltd.	Construction	Equity	4.4%
Max Healthcare Institute Ltd.	Healthcare	Equity	4.4%
Gujarat Gas Ltd.	Energy	Equity	4.2%
Crompton Greaves Consumer Electricals Ltd.	Consumer Durable	Equity	3.9%
Axis Bank Ltd.	Financial	Equity	3.8%
Dr. Lal Pathlabs Ltd.	Healthcare	Equity	3.8%

Min. for 1st investment	₹500
Min. for 2nd investment onwards	₹500

Rating	NA
Fund size	₹852.27 Cr

Rank (total assets)	#19 in India
Total AUM	25,401.41 Cr