Motilal Oswal Large and Midcap Fund Direct Growth

Motilal Oswal Large and Midcap Fund Direct Growth

Equity
Large & MidCap
Moderately High Risk
+25.46%
3Y annualised
-0.10% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jan '26
₹35.50
Min. SIP amount
₹500
Fund size
₹15,055.38 Cr
Expense ratio
0.70%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
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 (32)

NameSectorInstrumentsAssets
Eternal Ltd.ServicesEquity5.59%
Multi Commodity Exchange Of India Ltd.ServicesEquity4.44%
Muthoot Finance Ltd.FinancialEquity4.40%
One97 Communications Ltd.ServicesEquity4.27%
Bajaj Finance Ltd.FinancialEquity4.16%
PTC Industries Ltd.Metals & MiningEquity4.16%
Bharat Electronics Ltd.Capital GoodsEquity3.81%
Waaree Energies Ltd.EnergyEquity3.71%
TVS Motor Company Ltd.AutomobileEquity3.71%
Billionbrains Garage Ventures Ltd.FinancialEquity3.50%
Apar Industries Ltd.Consumer StaplesEquity3.48%
Onesource Specialty Pharma Ltd.HealthcareEquity3.41%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity3.40%
PB Fintech Ltd.ServicesEquity3.24%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity3.17%
Prestige Estates Projects Ltd.ConstructionEquity3.10%
Gujarat Fluorochemicals Ltd.ChemicalsEquity2.88%
Samvardhana Motherson International Ltd.AutomobileEquity2.85%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity2.70%
Shriram Finance LtdFinancialEquity2.67%
Bharat Dynamics Ltd.Capital GoodsEquity2.59%
Premier Energies Ltd.EnergyEquity2.56%
GE Vernova T&D India LtdCapital GoodsEquity2.50%
Suzlon Energy Ltd.Capital GoodsEquity2.48%
Hindustan Aeronautics Ltd.Capital GoodsEquity2.43%
Ather Energy Ltd.AutomobileEquity2.35%
V2 Retail Ltd.ServicesEquity2.34%
Ola Electric Mobility Ltd.AutomobileEquity2.25%
Zen Technologies Ltd.TechnologyEquity2.05%
Angel One Ltd.FinancialEquity2.02%
Religare Enterprises Ltd.FinancialEquity1.62%
Inox Wind Ltd.Capital GoodsEquity0.99%
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+0.9%+25.5%+22.9%+22.5%
Category average (Equity Large & MidCap)+0.9%+17.5%+18.0%--
Rank (Equity Large & MidCap)4611--

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

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 ₹1,37,515 Cr and the Latest NAV as of 16 Jan 2026 is ₹35.50. 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₹1,37,514.94 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mailNA
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,