Motilal Oswal Large and Midcap Fund Regular Growth

Equity
Large & MidCap
Moderately High Risk
26.28%
3Y annualised
+1.45% 1D
1M
6M
1Y
3Y
All
NAV: 04 Dec 2023₹22.99
Min. SIP amountNot Supported
Rating4
Fund size₹2,390.37Cr

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 returnsNA31.0%26.3%22.3%
Category averageNA21.0%22.0%NA
Rank with in categoryNA14NA
Understand terms

Holdings (35)

NameSectorInstrumentAssets
ServicesEquity5.4%
HealthcareEquity5.2%
FinancialEquity4.8%
FinancialEquity4.8%
ServicesEquity4.6%
ServicesEquity4.4%
HealthcareEquity4.1%
FinancialEquity3.9%
HealthcareEquity3.6%
ConstructionEquity3.2%
See All

Expense ratio, exit load and tax

Expense ratio: 1.93%

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

Niket Shah
Oct 2023 - Present
View details

Education
Mr. Shah is a MBA in Finance
Experience
Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.
Also manages these schemes

Ankush Sood
Nov 2022 - Present
View details

Education
Mr. Sood is a B.Tech, MBA (Tech)
Experience
He has prior experience prominently in Institutional Sales Trading Function. He has been associated with Motilal Oswal Financial Services Limited wherein he was primarily responsible for Servicing Domestic & Foreign Institutional Clients.
Also manages these schemes

Rakesh Shetty
Nov 2022 - Present
View details

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
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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Motilal Oswal Large and Midcap Fund Regular Growth
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