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NAV: 17 Nov 2025
₹16.03
Rating
1
Min. SIP amount
₹500
Fund size
₹936.04Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (31)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Bajaj Finance Ltd. | Financial | Equity | 5.62% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 5.28% |
Bharat Electronics Ltd. | Capital Goods | Equity | 5.25% |
Bharti Airtel Ltd. | Communication | Equity | 5.23% |
Bajaj Finserv Ltd. | Financial | Equity | 5.20% |
Interglobe Aviation Ltd. | Services | Equity | 4.99% |
HDFC Bank Ltd. | Financial | Equity | 4.99% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 4.79% |
ICICI Bank Ltd. | Financial | Equity | 4.72% |
HDFC Life Insurance Co Ltd. | Insurance | Equity | 4.67% |
BSE Ltd. | Services | Equity | 4.45% |
Divi's Laboratories Ltd. | Healthcare | Equity | 4.36% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 3.97% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 3.58% |
TVS Motor Company Ltd. | Automobile | Equity | 3.58% |
Max Financial Services Ltd. | Financial | Equity | 3.24% |
Coforge Ltd. | Technology | Equity | 2.66% |
One97 Communications Ltd. | Services | Equity | 2.57% |
Solar Industries India Ltd. | Chemicals | Equity | 2.54% |
Persistent Systems Ltd. | Technology | Equity | 2.51% |
SRF Ltd. | Chemicals | Equity | 2.22% |
The Indian Hotels Company Ltd. | Services | Equity | 2.04% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.93% |
SBI Cards And Payment Services Ltd. | Financial | Equity | 1.78% |
Shree Cement Ltd. | Construction | Equity | 1.69% |
Muthoot Finance Ltd. | Financial | Equity | 1.53% |
United Spirits Ltd. | Consumer Staples | Equity | 1.48% |
FSN E-Commerce Ventures Ltd. | Services | Equity | 1.43% |
Mazagon Dock Shipbuilders Ltd. | Capital Goods | Equity | 1.32% |
Bharat Dynamics Ltd. | Capital Goods | Equity | 0.88% |
TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.04% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity Large & MidCap
Annualised returns
Absolute returns
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | -2.5% | 17.4% | 13.3% |
| Category average | NA | 5.3% | 17.8% | NA |
| Rank with in category | NA | 48 | 26 | NA |
Understand terms
Peer Comparison
| Equity, Large & MidCap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | 5 | 13.7% | 29.3% | 14,870.27 |
Bandhan Large & Mid Cap Fund Direct Growth | 5 | 13.9% | 25.4% | 11,799.16 |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | 5 | 15.5% | 22.6% | 25,752.59 |
Nippon India Vision Large & Mid Cap Direct Growth | 4 | 11.0% | 22.1% | 6,690.47 |
SBI Large & Midcap Fund Direct Plan Growth | 4 | 12.3% | 18.7% | 35,514.42 |
Expense ratio, exit load and tax
Expense ratio: 0.31%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 15 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
Swapnil P MayekarJan 2022 - PresentView details
Swapnil P Mayekar
Jan 2022 - Present
View details
Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes
Rakesh ShettyNov 2022 - PresentView details
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
Dishant MehtaOct 2024 - PresentView details
Dishant Mehta
Oct 2024 - Present
View details
Education
Bachelors of Science (B.SC)
Experience
Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
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
NAWebsite
www.motilaloswalmf.com
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.comPros and cons
Category: Equity Large & MidCap
Pros
Lower expense ratio: 0.31%
Cons
Consistently lower annualised returns than category average for the past 1Y and 3Y
Low rating: 1
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