
Motilal Oswal Large & Midcap Fund(G)-Direct Plan
+20.32%
5Y annualised
+20.32%
5Y annualised
-0.11% 1D
Expert Rating Locked 🔒
Subscribe to unlock the ratings
- Lorem ipsum dolor sit amet, consectetur adipiscing elit.
- Mattis eget etiam curabitur a cras malesuada pulvinar.
Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 27 Aug 2026
₹41.42
Min. SIP amount
₹500
Fund size (AUM)
18444 Cr
Expense ratio
0.67%
Launched on
17 Oct 2019
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 27 Aug 2026
₹41.42
Min. SIP amount
₹500
Fund size (AUM)
18444 Cr
Expense ratio
0.67%
Launched on
17 Oct 2019
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
31.96%
Mid Cap
38.96%
Small Cap
28.46%
Others
0.61%
Sector Allocation
Retailing
20.25%
Finance
20.23%
Capital Goods
18.47%
Healthcare
9.24%
Automobile & Ancillaries
7.99%
Domestic Equities
6.66%
It
3.28%
Bank
2.92%
Others
10.82%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 365D, Nil after 365D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Ajay Khandelwal
Present
Ankit Agarwal
Present
Rakesh Shetty
Present
Similar/Peer Fund Comparison
Motilal Oswal Large & Midcap Fund(G)-Direct Plan
HSBC Large & Mid Cap Fund(G)-Direct Plan
Quant Large & Mid Cap Fund(G)-Direct Plan
Sundaram Large and Mid Cap Fund(G)-Direct Plan
Invesco India Large & Mid Cap Fund(G)-Direct Plan
Bank of India Large & Mid Cap Fund(G)-Direct Plan
Aditya Birla SL Large & Mid Cap Fund(G)-Direct Plan
WOC Large & Mid Cap Fund(G)-Direct Plan
FAQs
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.
