Motilal Oswal Large and Midcap Fund Direct Growth

Equity
Large & MidCap
Moderately High Risk
33.74%
3Y annualised
+0.29% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 08 Jul 2025₹37.05
Min. SIP amount₹500
Rating5
Fund size₹11,816.30Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (31)

NameSectorInstrumentAssets
ServicesEquity5.16%
Capital GoodsEquity5.03%
ServicesEquity4.67%
Capital GoodsEquity4.04%
Capital GoodsEquity3.96%
FinancialEquity3.92%
Capital GoodsEquity3.82%
EnergyEquity3.73%
AutomobileEquity3.63%
DiversifiedEquity3.56%
Metals & MiningEquity3.42%
Capital GoodsEquity3.30%
Capital GoodsEquity3.27%
CommunicationEquity3.26%
OthersEquity3.23%
FinancialEquity3.20%
ServicesEquity3.19%
Capital GoodsEquity3.03%
ConstructionEquity2.92%
NA
NAEquity2.91%
Capital GoodsEquity2.76%
Consumer DiscretionaryEquity2.76%
Consumer DiscretionaryEquity2.66%
FinancialEquity2.65%
HealthcareEquity2.63%
ChemicalsEquity2.54%
ServicesEquity2.47%
Capital GoodsEquity2.33%
FinancialEquity2.23%
ConstructionEquity1.99%
TextilesEquity0.36%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns14.0%33.7%31.4%25.7%
Category average-1.3%21.8%24.2%NA
Rank with in category111NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.64%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

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

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
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,

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