AK
Aditya KhemaniFund Manager Since 17 Oct 2019
EquityLarge & Mid-Cap
Motilal Oswal Large and Midcap Fund Direct Growth
3Y Annualised
23.34%
-0.28% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-5.01%
-0.28% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 4 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹7624.82 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0.01%
1% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
12.53%
2nd
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
12.53%
3rd
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
12.42%
4th
L&T Large and Midcap Fund Reinvestment of Income Distribution cum Cap Wrdl
12.42%
5th
L&T Large and Midcap Fund Direct Plan Growth Option
11.84%
201st
Motilal Oswal Large and Midcap Fund Direct Growth
-5.01%
Fund Managers
AM
Abhiroop MukherjeeFund Manager Since 17 Oct 2019
About Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct Growth is a Equity mutual fund scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. This fund has been in existence for 5 years, having been launched on 2019-10-17. Motilal Oswal Large and Midcap Fund Direct Growth has ₹7624.82 Cr worth of assets under management (AUM) as of Fri Mar 14 2025. The latest Net Asset Value (NAV) of Motilal Oswal Large and Midcap Fund Direct Growth as of Thu Mar 13 2025 is ₹29.4343. The fund has an expense ratio of 0.54%, which is medium comparable to most other Equity funds.
Motilal Oswal Large and Midcap Fund Direct Growth returns for the last 1 year are 11.37%. Since launch, it has delivered 22.22% average annual returns.
The Motilal Oswal Large and Midcap Fund Direct Growth has the majority of its money invested in Consumer Cyclical, Communication Services, Financial Services, Technology, Industrials sectors.
Top 5 Holdings of Motilal Oswal Large and Midcap Fund Direct Growth.
- Zomato Ltd: 6.52%
- Bharti Airtel Ltd: 6.04%
- Trent Ltd: 5.99%
- HDFC Bank Ltd: 3.51%
- Kalyan Jewellers India Ltd: 3.47%
AMC Information
| Name | Motilal Oswal Asset Management Company Limited - Portfolio Managers |
|---|---|
| Founding Date | 2019-10-17 |
| mfservice@motilaloswal.com | |
| Phone | +91 22 39804263 |
| Website | www.motilaloswalmf.com |
| Address | Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi, |
Tax Implications of Motilal Oswal Large and Midcap Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Motilal Oswal Asset Management Company Limited - Portfolio Managers
Motilal Oswal Focused Regular Growth
EquityFocused Fund
3Y CAGR
6.82%
expense ratio
2.14%
fund size
₹1503.81 Cr
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
AllocationDynamic Asset Allocation
3Y CAGR
7.38%
expense ratio
0.99%
fund size
₹1011.12 Cr
Motilal Oswal Nifty 50 ETF
EquityLarge-Cap
3Y CAGR
11.83%
expense ratio
0.06%
fund size
₹48.91 Cr
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
21.65%
expense ratio
0.70%
fund size
₹3405.01 Cr
Motilal Oswal Focused Direct Growth
EquityFocused Fund
3Y CAGR
8.06%
expense ratio
1.01%
fund size
₹1503.81 Cr
FAQs
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