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Motilal Oswal Large and Midcap Fund Direct - Growth
| NAV as of Jul 21, 2025 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹37.1806+1.32% 1 day change | 25.11% |   | ₹10,840 Cr |
Historical NAV & returns
NAV: ₹37.1806 as on Jul 21, 2025
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Motilal Oswal Large and Midcap Fund overview
| Expense ratio | 0.66% as on May 31, 2025 |
| Exit load | 1.0% Exit load of 1%, if redeemed within 365 days.! |
| AUM (Fund size) | ₹10,840 Cr |
| Lock-in Period | Nil |
| Age | 5 yrs 9 m since Sep 27, 2019 |
| Benchmark | Nifty Large Midcap 250 TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹500 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Motilal Oswal Large and Midcap Fund Returns calculator
Investment type
- Total investment ₹ 12 lakh
- Profit ₹12 lakhs
- Total corpus ₹1 lakh
- Absolute return 52.69%
Trailing returns as on Jul 22, 2025
| Period | This fund | Category average |
|---|---|---|
| 1 Month | 0.8% | 0.21% |
| 3 Months | 13.2% | 7.34% |
| 6 Months | 13.19% | 10.27% |
| 1 Year | 17.53% | 5.38% |
| 2 Years | 32.92% | 22.84% |
| 3 Years | 31.93% | 22.17% |
| 4 Years | 23.98% | 17.88% |
| 5 Years | 30.76% | 25.24% |
Asset allocationas on May 31, 2025
Large Cap 35.97%
Mid Cap 38.54%
Small Cap 24.12%
Other Cap 0%
Top holdings
Top sectors
Capital Goods 31.540000000000003%
Services 15.49%
Financial 12.0%
Energy 6.640000000000001%
Credit quality
Bifurcation by Credit Quality is not available for this fund
Top Debt Holdings
Bifurcation by Holding is not available for this fund
Allocation by Instruments
Reverse Repo/CBLO 0.94787575%
Net Receivables 0.43%
Other Holdings
Others 0.95%
Peer comparison
Key risk & return ratios Compared to other funds in the category
About this fund
More funds from Motilal Oswal Mutual Fund
Frequently asked questions
ET Money rank
#NA
- Return Consistency: This fund is one of the best in generating consistent return in it's category.
- Return Outperformance: This fund has generated highest return amongst Large & MidCap funds in the last 5 Years.
- Chance: This fund has generated a 26.68% annual return in 70% of times for investors holding for at least 5 years.
- Return/Risk: For every unit of risk this fund takes, it produces 20% more returns.
- Volatility Protection: This fund ranks lower in terms of protecting against volatility within its category.
- Exit Load: Exit load of 1%, if redeemed within 365 days.