Motilal Oswal Large and Midcap Fund Growth

Equity
Large & MidCap
Moderately High Risk
26.62%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Sep 2025
₹33.45
Rating
5
Min. SIP amount
Not Supported
Fund size
₹12,427.89Cr

Return calculator

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

Holdings (34)

NameSectorInstrumentAssets
ServicesEquity7.07%
Capital GoodsEquity4.52%
Capital GoodsEquity3.84%
EnergyEquity3.73%
DiversifiedEquity3.66%
FinancialEquity3.61%
EnergyEquity3.57%
Consumer DiscretionaryEquity3.57%
ServicesEquity3.55%
ConstructionEquity3.46%
AutomobileEquity3.43%
Capital GoodsEquity3.30%
Metals & MiningEquity3.27%
FinancialEquity3.26%
Capital GoodsEquity3.26%
Capital GoodsEquity3.22%
Capital GoodsEquity3.18%
HealthcareEquity2.96%
NA
NAEquity2.93%
ServicesEquity2.64%
ServicesEquity2.53%
Capital GoodsEquity2.48%
FinancialEquity2.42%
Capital GoodsEquity2.38%
OthersEquity2.30%
Capital GoodsEquity2.28%
ServicesEquity2.18%
FinancialEquity2.13%
ChemicalsEquity2.05%
Consumer DiscretionaryEquity1.96%
FinancialEquity1.81%
ServicesEquity1.62%
TextilesEquity0.99%
Capital GoodsRights0.03%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.1%26.6%27.3%22.6%
Category average-7.6%16.8%21.6%NA
Rank with in category211NA
Understand terms

Peer Comparison

Equity, Large & MidCap fundsRating1Y3YFund Size(Cr)
5
4.1%26.6%12,427.89
5
-2.7%23.4%9,996.58
5
0.1%20.8%23,246.14
4
-4.1%20.2%4,864.89
4
-0.1%20.1%6,173.85

Expense ratio, exit load and tax

Expense ratio: 1.69%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 365 days.

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

Fund management

Santosh Singh
Oct 2024 - Present
View details

Education
Mr. Singh has done B.SC, CA and has cleared CFA Level 2
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Espirito santo securities, HAITONG, Execution Noble, SG CIB, Clear Capital and ICICI Lombard
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
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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