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1M
6M
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NAV: 03 Sep 2025
₹16.80
Rating
3
Min. SIP amount
₹500
Fund size
₹114.39Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (30)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
MRF Ltd. | Automobile | Equity | 4.54% |
ICICI Bank Ltd. | Financial | Equity | 3.93% |
Britannia Industries Ltd. | Consumer Staples | Equity | 3.86% |
HDFC Bank Ltd. | Financial | Equity | 3.83% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 3.76% |
Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 3.72% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 3.65% |
Nestle India Ltd. | Consumer Staples | Equity | 3.60% |
PI Industries Ltd. | Chemicals | Equity | 3.52% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 3.49% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.48% |
ITC Ltd. | Consumer Staples | Equity | 3.45% |
Bharti Airtel Ltd. | Communication | Equity | 3.40% |
Reliance Industries Ltd. | Energy | Equity | 3.35% |
HDFC Life Insurance Co Ltd. | Insurance | Equity | 3.34% |
Asian Paints Ltd. | Chemicals | Equity | 3.30% |
Abbott India Ltd. | Healthcare | Equity | 3.24% |
Grasim Industries Ltd. | Construction | Equity | 3.22% |
Shree Cement Ltd. | Construction | Equity | 3.22% |
Pidilite Industries Ltd. | Chemicals | Equity | 3.21% |
Dabur India Ltd. | Consumer Staples | Equity | 3.11% |
Titan Company Ltd. | Consumer Discretionary | Equity | 3.06% |
Relaxo Footwears Ltd. | Consumer Staples | Equity | 3.02% |
Maruti Suzuki India Ltd. | Automobile | Equity | 3.00% |
Bajaj Finserv Ltd. | Financial | Equity | 2.89% |
AIA Engineering Ltd. | Metals & Mining | Equity | 2.78% |
Infosys Ltd. | Technology | Equity | 2.77% |
SBI Cards And Payment Services Ltd. | Financial | Equity | 2.75% |
HCL Technologies Ltd. | Technology | Equity | 2.70% |
Tata Consultancy Services Ltd. | Technology | Equity | 2.67% |
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 | -3.5% | 15.7% | 16.2% |
| Category average | NA | -7.6% | 16.8% | NA |
| Rank with in category | NA | 23 | 31 | NA |
Understand terms
Peer Comparison
| Equity, Large & MidCap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | 5 | 5.3% | 28.6% | 12,427.89 |
Bandhan Large & Mid Cap Fund Direct Growth | 5 | -0.9% | 25.1% | 9,996.58 |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | 5 | 1.2% | 22.1% | 23,246.14 |
Nippon India Vision Large & Mid Cap Direct Growth | 4 | 0.8% | 21.0% | 6,173.85 |
SBI Large & Midcap Fund Direct Plan Growth | 4 | 1.9% | 18.1% | 33,348.17 |
Expense ratio, exit load and tax
Expense ratio: 0.38%
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%.
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Check past data
Fund management
Swapnil P MayekarMar 2022 - PresentView details
Swapnil P Mayekar
Mar 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: 0.38%
1Y annualised returns higher than category average by 3.87%
Higher alpha: 2.92
The fund has generated returns higher than benchmark - BSE Low Volatility Total Return Index - in the last 3Y
Cons
3Y annualised returns lower than category average by 1.39%
Compare funds
Motilal Oswal BSE Low Volatility Index Fund Direct Growth
VS
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