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Motilal Oswal Large and Midcap Fund IDCW
+20.45%
3Y annualised
0.00% 1D
NAV: 31 Mar '26
₹20.97
Min. for SIP
₹500
Fund size (AUM)
₹15,017.31 Cr
Expense ratio
1.70%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹26,224 | -12.59% | |
| 1 year | ₹60,000 | ₹54,585 | -9.03% | |
| 3 years | ₹1,80,000 | ₹2,34,442 | +30.25% | |
| 5 years | ₹3,00,000 | ₹5,03,883 | +67.96% |
Holdings (31)
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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 | +1.4% | +20.4% | +17.2% | +18.3% |
| Category average (Equity Large & MidCap) | +0.9% | +17.5% | +18.0% | -- |
| Rank (Equity Large & MidCap) | 3 | 1 | 2 | -- |
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Bandhan Large & Mid Cap Fund IDCW | +0.77% | +19.85% | 14,780.40 | |
UTI Large & Mid Cap Fund Plan IDCW | +0.37% | +18.46% | 5,723.94 | |
ICICI Prudential Large & Mid Cap Fund IDCW | -0.73% | +17.38% | 28,505.90 | |
Nippon India Vision Large & Mid Cap IDCW | -2.80% | +16.93% | 6,962.81 | |
Nippon India Vision Large & Mid Cap Bonus | -2.80% | +16.93% | 6,962.81 | |
| Compare | ||||
Fund management
SPMSwapnil P MayekarNov 2025 - PresentView details
SPM
Swapnil P Mayekar
Nov 2025 - Present
View details
AKAjay KhandelwalDec 2023 - PresentView details
AK
Ajay Khandelwal
Dec 2023 - Present
View details
AAAnkit AgarwalMar 2026 - PresentView details
AA
Ankit Agarwal
Mar 2026 - Present
View details
RSRakesh ShettyNov 2022 - PresentView details
RS
Rakesh Shetty
Nov 2022 - Present
View details
AMAtul MehraOct 2024 - PresentView details
AM
Atul Mehra
Oct 2024 - Present
View details
About Motilal Oswal Large and Midcap Fund IDCW
Motilal Oswal Large and Midcap Fund IDCW is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Large and Midcap Fund IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹1,35,167 Cr and the Latest NAV as of 31 Mar 2026 is ₹20.97.
The Motilal Oswal Large and Midcap Fund 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 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₹1,35,166.52 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,