Motilal Oswal Large and Midcap Fund Regular IDCW

Equity
Large & MidCap
Moderately High Risk
Payout
29.00%
3Y annualised
+1.37% 1D
1M
6M
1Y
3Y
All
NAV: 31 Mar 2023₹14.83
Min. SIP amountNot Supported
Rating3
Fund size₹1,415.71Cr

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
6M1Y3YAll
Fund returnsNA7.6%29.0%16.4%
Category averageNA-0.2%28.4%NA
Rank with in categoryNA212NA
Understand terms

Holdings (33)

NameSectorInstrumentAssets
Global Health Ltd.HealthcareEquity5.9%
Trent Ltd.ServicesEquity5.1%
ICICI Bank Ltd.FinancialEquity5.1%
Fortis Healthcare Ltd.HealthcareEquity5.0%
Infosys Ltd.TechnologyEquity4.6%
Titan Company Ltd.Consumer DiscretionaryEquity4.4%
Ultratech Cement Ltd.ConstructionEquity4.0%
The Federal Bank Ltd.FinancialEquity3.9%
Axis Bank Ltd.FinancialEquity3.6%
Religare Enterprises Ltd.FinancialEquity3.4%
See All

Expense ratio, exit load and tax

Expense ratio: 2.32%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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
Website
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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