Motilal Oswal Large and Midcap Fund Direct Growth

Motilal Oswal Large and Midcap Fund Direct Growth

+24.23%
3Y annualised
-2.63% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Mar '26
₹33.94
Min. for SIP
₹500
Fund size
₹15,017.31 Cr
Expense ratio
0.75%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹26,287
-12.38%
1 year₹60,000₹54,904
-8.49%
3 years₹1,80,000₹2,39,813
+33.23%
5 years₹3,00,000₹5,26,008
+75.34%

Holdings (31)

NameSectorInstrumentsAssets
Eternal Ltd.ServicesEquity5.05%
Shriram Finance LtdFinancialEquity5.01%
Multi Commodity Exchange Of India Ltd.ServicesEquity4.99%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity4.81%
Apar Industries Ltd.Consumer StaplesEquity4.79%
Bharat Electronics Ltd.Capital GoodsEquity4.47%
Muthoot Finance Ltd.FinancialEquity4.43%
PTC Industries Ltd.Metals & MiningEquity4.36%
Billionbrains Garage Ventures Ltd.FinancialEquity4.20%
Waaree Energies Ltd.EnergyEquity3.86%
One97 Communications Ltd.ServicesEquity3.80%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity3.77%
TVS Motor Company Ltd.AutomobileEquity3.55%
Samvardhana Motherson International Ltd.AutomobileEquity3.53%
Gujarat Fluorochemicals Ltd.ChemicalsEquity3.26%
Ather Energy Ltd.AutomobileEquity3.04%
Prestige Estates Projects Ltd.ConstructionEquity3.01%
Onesource Specialty Pharma Ltd.HealthcareEquity2.98%
Bajaj Finance Ltd.FinancialEquity2.94%
Premier Energies Ltd.EnergyEquity2.65%
Bharat Dynamics Ltd.Capital GoodsEquity2.59%
Zen Technologies Ltd.TechnologyEquity2.55%
Indusind Bank Ltd.FinancialEquity2.29%
Suzlon Energy Ltd.Capital GoodsEquity2.06%
V2 Retail Ltd.ServicesEquity1.96%
GE Vernova T&D India LtdCapital GoodsEquity1.89%
Ola Electric Mobility Ltd.AutomobileEquity1.77%
Angel One Ltd.FinancialEquity1.66%
Religare Enterprises Ltd.FinancialEquity1.40%
State Bank of IndiaFinancialEquity1.28%
Jain Resource Recycling Ltd.Metals & MiningEquity0.19%
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+9.9%+24.2%+20.3%+20.9%
Category average (Equity Large & MidCap)+0.9%+17.5%+18.0%--
Rank (Equity Large & MidCap)211--

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

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..

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

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. Swapnil P Mayekar 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 ₹1,35,167 Cr and the Latest NAV as of 19 Mar 2026 is ₹33.94. The Motilal Oswal Large and Midcap Fund Direct Growth is rated Moderately 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₹1,35,166.52 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,