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Motilal Oswal Large & Midcap Fund(G)-Direct Plan

Motilal Oswal Large & Midcap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+20.32%

5Y annualised

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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

3M6M1Y3Y
Total investment
2,88,000
Would've become
4,24,541

Stock Allocation

Stock nameSectorAllocation
Trent LimitedRetailing13.19%
Dr. Lal Path Labs LimitedHealthcare8.60%
Multi Commodity Exchange Of India LimitedFinance7.25%

Fund Composition

18444 Cr

Large Cap

31.96%

Mid Cap

38.96%

Small Cap

28.46%

Others

0.61%

Sector Allocation

18444 Cr

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

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

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

AK

Ajay Khandelwal

Present

AA

Ankit Agarwal

Present

RS

Rakesh Shetty

Present

Similar/Peer Fund Comparison

Fund name
M

Motilal Oswal Large & Midcap Fund(G)-Direct Plan

+24.04%
H

HSBC Large & Mid Cap Fund(G)-Direct Plan

+20.04%
Q

Quant Large & Mid Cap Fund(G)-Direct Plan

+17.50%
S

Sundaram Large and Mid Cap Fund(G)-Direct Plan

+17.10%
I

Invesco India Large & Mid Cap Fund(G)-Direct Plan

+24.76%
B

Bank of India Large & Mid Cap Fund(G)-Direct Plan

+15.86%
A

Aditya Birla SL Large & Mid Cap Fund(G)-Direct Plan

+13.65%
W

WOC Large & Mid Cap Fund(G)-Direct Plan

+0.00%

FAQs

Motilal Oswal Large & Midcap Fund(G)-Direct Plan is a part of Motilal Oswal Asset Management Company Limited, it was incepted on 17 Oct 2019. This fund is managed by Ajay Khandelwal, Ankit Agarwal and Rakesh Shetty. It is a Equity type of fund.

The current NAV of Motilal Oswal Large & Midcap Fund(G)-Direct Plan is ₹41.42 (as of 27 Aug 2026).

Motilal Oswal Large & Midcap Fund(G)-Direct Plan has delivered 16.05% in 1 year, 24.04% in 3 years, and 20.32% in 5 years (annualised).

The minimum SIP amount for Motilal Oswal Large & Midcap Fund(G)-Direct Plan is ₹500.

The expense ratio of Motilal Oswal Large & Midcap Fund(G)-Direct Plan is 0.67%.

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