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Motilal Oswal Large and Midcap Fund Direct Growth
+23.23%
3Y annualised
-0.54% 1D
NAV: 17 Jul '26
₹39.35
Min. for SIP
₹500
Fund size (AUM)
₹18,413.16 Cr
Expense ratio
0.88%
Rating
5
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹31,779 | +5.93% | |
| 1 year | ₹60,000 | ₹62,775 | +4.63% | |
| 3 years | ₹1,80,000 | ₹2,27,758 | +26.53% | |
| 5 years | ₹3,00,000 | ₹4,96,677 | +65.56% |
Holdings (31)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Zomato Ltd | Technology | Equity | 5.05% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 5.02% |
| Muthoot Finance Ltd | Financial | Equity | 4.56% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 4.46% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 4.27% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 4.27% |
| Apar Industries Ltd | Diversified | Equity | 4.23% |
| Suzlon Energy Ltd | Industrials | Equity | 4.17% |
| PTC Industries Ltd | Materials | Equity | 3.96% |
| One 97 Communications Ltd | Industrials | Equity | 3.79% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 3.73% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 3.73% |
| Zen Technologies Ltd | Technology | Equity | 3.72% |
| Gujarat Fluorochemicals Ltd | Materials | Equity | 3.57% |
| Onesource Specialty Pharma Ltd | Healthcare | Equity | 3.51% |
| Waaree Energies Ltd. | Energy & Utilities | Equity | 3.43% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 3.37% |
| Bharat Electronics Ltd | Industrials | Equity | 3.20% |
| Titan Company Ltd | Consumer Discretionary | Equity | 3.09% |
| Ola Electric Mobility Ltd. | Consumer Discretionary | Equity | 3.06% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.96% |
| Bajaj Finance Ltd | Financial | Equity | 2.71% |
| Sterlite Technologies Ltd | Technology | Equity | 2.55% |
| Bharat Dynamics Ltd | Industrials | Equity | 2.45% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 2.36% |
| Jain Resource Recycling Ltd. | Materials | Equity | 2.35% |
| V2 Retail Ltd | Consumer Discretionary | Equity | 1.93% |
| GE T&D India Ltd | Industrials | Equity | 1.75% |
| Religare Enterprises Ltd | Financial | Equity | 1.45% |
| Reverse Repo/CBLO | Unspecified | Reverse Repo/CBLO | 1.11% |
| Net Receivables | Unspecified | Net Receivables | 0.20% |
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
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +6.1% | +23.2% | +20.1% | +22.5% |
| Category average (Equity Large & MidCap) | +0.9% | +17.5% | +18.0% | -- |
| Rank (Equity Large & MidCap) | 6 | 2 | 1 | -- |
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
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +6.14% | +23.23% | 18,413.16 | |
 | +5.15% | +20.42% | 18,783.25 | |
 | +3.47% | +17.78% | 30,971.14 | |
 | +2.29% | +17.12% | 7,459.12 | |
 | +1.42% | +16.93% | 17,905.88 | |
| Compare | ||||
Fund management
AMAtul MehraOct 2024 - PresentView details
AM
Atul Mehra
Oct 2024 - Present
View details
RSRakesh ShettyNov 2022 - PresentView details
RS
Rakesh Shetty
Nov 2022 - Present
View details
AKAjay KhandelwalDec 2023 - PresentView details
AK
Ajay Khandelwal
Dec 2023 - Present
View details
SPMSwapnil P MayekarNov 2025 - PresentView details
SPM
Swapnil P Mayekar
Nov 2025 - Present
View details
AAAnkit AgarwalMar 2026 - PresentView details
AA
Ankit Agarwal
Mar 2026 - Present
View details
VSVarun SharmaJul 2026 - PresentView details
VS
Varun Sharma
Jul 2026 - Present
View details
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. Atul Mehra 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 ₹1,50,688 Cr and the Latest NAV as of 17 Jul 2026 is ₹39.35.
The Motilal Oswal Large and Midcap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 365 days.
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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₹1,50,688.38 Cr
Date of Incorporation29 Dec 2009
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,