Name: Motilal Oswal Large and Midcap Fund Regular IDCW
Brand: Motilal Oswal Mutual Fund

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Motilal Oswal Large and Midcap Fund Regular IDCW
Equity
Large & MidCap
Moderately High Risk
66.08%
1Y return
+0.73% 1D
1M
6M
1Y
All
NAV: 29 Jul 2021₹15.70
Min. SIP Amount₹500
RatingNA
Fund Size₹697.11 Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns66.1%NANA28.8%
Category average59.0%15.2%14.8%NA
Rank with in category4NANANA
Understand termsinfo
Holdings (30)NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity9.1%
Max Financial Services Ltd.FinancialEquity5.2%
Gujarat Gas Ltd.EnergyEquity4.9%
State Bank of India
FinancialEquity4.9%
Birla Corporation Ltd.ConstructionEquity4.6%
Axis Bank Ltd.FinancialEquity4.3%
Crompton Greaves Consumer Electricals Ltd.Consumer DurableEquity4.2%
Jubilant FoodWorks Ltd.ServicesEquity4.2%
JB Chemicals & Pharmaceuticals Ltd.
HealthcareEquity3.8%
Phoenix Mills Ltd.ConstructionEquity3.8%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 2.49%Inclusive of GST
Exit loadExit load of 1%, if redeemed within 15 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Minimum investment amountsMin. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500
Fund managementAditya Khemani
Sep 2019 - Present
View Details
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Education
Mr. Khemani has done B.Com (Hons) and PGDM from IIM, Lucknow.
Experience
Prior to joining Motilal Oswal Asset Management Company Ltd., He was associated with HSBC AMC, SBI Mutual Fund, ICICI Prudential AMC and Morgan Stanley Advantage Services.
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Abhiroop Mukherjee
Sep 2019 - Present
View Details
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Education
Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.
Experience
Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
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Motilal Oswal Asset Allocation Passive FoF Conservative Direct Growth
Fund house & investment objective
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Motilal Oswal Mutual Fund
Rank (total assets)#19 in India
Total AUM25,401.41 Cr
Date of Incorporation29 Dec 2009
Motilal Oswal Large and Midcap Fund Regular IDCW is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available 
Motilal Oswal Large and Midcap Fund Regular IDCW is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Aditya Khemani is the Current Fund Manager of Motilal Oswal Large and Midcap Fund Regular IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹25,401 Cr and the Latest NAV as of 29 Jul 2021 is ₹15.70.
The Motilal Oswal Large and Midcap Fund Regular IDCW is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1%, if redeemed within 15 days....Read more
Investment Objective
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Fund benchmarkNIFTY Large Midcap 250 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
Phone
022-39804263
Launch Date
29 Dec 2009
E-mail
[email protected]
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,
Email
[email protected]
Website
www.karvymfs.com
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Motilal Oswal Large and Midcap Fund Regular IDCW
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	1Y	3Y	5Y	All
Fund returns	66.1%	NA	NA	28.8%
Category average	59.0%	15.2%	14.8%	NA
Rank with in category	4	NA	NA	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	9.1%
Max Financial Services Ltd.	Financial	Equity	5.2%
Gujarat Gas Ltd.	Energy	Equity	4.9%
State Bank of India	Financial	Equity	4.9%
Birla Corporation Ltd.	Construction	Equity	4.6%
Axis Bank Ltd.	Financial	Equity	4.3%
Crompton Greaves Consumer Electricals Ltd.	Consumer Durable	Equity	4.2%
Jubilant FoodWorks Ltd.	Services	Equity	4.2%
JB Chemicals & Pharmaceuticals Ltd.	Healthcare	Equity	3.8%
Phoenix Mills Ltd.	Construction	Equity	3.8%

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

Rating	NA
Fund Size	₹697.11 Cr

Rank (total assets)	#19 in India
Total AUM	25,401.41 Cr