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Motilal Oswal Large and Midcap Fund Direct growth
Equity • Large and Mid Cap • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Large and Mid Cap
Direct growth
Launched On
17 Oct 2019
5.9 years ago
Lock-in Period
No lock-in
NAV
as of 03 Sep 2025
₹36.53
+0.7407% (0.30)
AUM
₹12,628 Cr
Expense ratio
0.68%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Asset split
Market capital
Equity99.07%
Cash0.93%
What's in this fund?
Sectors
Holdings
Industrials
Consumer Cyclical
Financial Services
Technology
Utilities
Fund House
Motilal
Inc: 28 Jul 2010 • Total AUM: ₹83,500 Cr • Rank #20Motilal Oswal Mutual Fund, started in 2016, has Motilal Oswal Financial Services as its sponsors. The fund house is headed by Navin Agarwal as the CEO. As of 31 March 2024, it has an AUM of ₹50,746 Cr. The company has more than 17 lakh investor accounts.
Fund Managers
Ajay Khandelwal
Experience: 1.73 yrs • Total AUM: 4,77,284 Cr
Rakesh Shetty
Experience: 2.78 yrs • Total AUM: 5,84,544 Cr
Atul Mehra
Experience: 1.57 yrs • Total AUM: 2,63,272 Cr
Sunil Sawant
Experience: 1.16 yrs • Total AUM: 4,92,425 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
HDFC Large and Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
20.87%
Expense ratio
0.82%
Returns vs category
Risk vs category
Kotak Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
19.66%
Expense ratio
0.53%
Returns vs category
Risk vs category
SBI Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
18.08%
Expense ratio
0.75%
Returns vs category
Risk vs category
Mirae Asset Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
16.86%
Expense ratio
0.6%
Returns vs category
Risk vs category
Tata Large & Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
15.47%
Expense ratio
0.63%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.