Motilal Oswal Large and Midcap Fund Direct Growth

Equity
Large & MidCap
Moderately High Risk
25.11%
3Y annualised
+1.40% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Nov 2024₹34.54
Min. SIP amount₹500
Rating5
Fund size₹6,500.18Cr

Return calculator

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

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns47.3%25.1%26.8%27.5%
Category average30.4%15.9%20.7%NA
Rank with in category111NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
ServicesEquity6.25%
ServicesEquity5.82%
Consumer DiscretionaryEquity5.78%
AutomobileEquity4.64%
Capital GoodsEquity4.12%
CommunicationEquity3.97%
ConstructionEquity3.95%
HealthcareEquity3.93%
Capital GoodsEquity3.89%
ChemicalsEquity3.84%
DiversifiedEquity3.72%
ServicesEquity3.50%
FinancialEquity3.26%
Consumer DiscretionaryEquity3.18%
NA
NAEquity3.16%
TechnologyEquity3.15%
Capital GoodsEquity3.09%
ConstructionEquity2.96%
Capital GoodsEquity2.94%
Capital GoodsEquity2.79%
Capital GoodsEquity2.65%
FinancialEquity2.56%
FinancialEquity2.42%
Capital GoodsEquity2.41%
Capital GoodsEquity2.31%
Metals & MiningEquity2.20%
HealthcareEquity1.84%
ServicesEquity1.57%
EnergyEquity1.45%
AutomobileEquity1.39%
See All

Expense ratio, exit load and tax

Expense ratio: 0.51%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year.

Stamp duty

0.005% (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%.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

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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