
Motilal Oswal Large & Midcap Fund(G)-Direct Plan
+18.22%
5Y annualised
+18.22%
5Y annualised
+1.38% 1D
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Buy, Hold or Sell?
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NAV : 12 Oct 2026
₹40.19
Min. SIP amount
₹500
Fund size (AUM)
19832 Cr
Expense ratio
0.67%
Launched on
17 Oct 2019
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 12 Oct 2026
₹40.19
Min. SIP amount
₹500
Fund size (AUM)
19832 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
33.42%
Mid Cap
37.48%
Small Cap
25.82%
Others
3.28%
Sector Allocation
Capital Goods
22.22%
Finance
15.54%
Automobile & Ancillaries
9.87%
Retailing
9.71%
Domestic Equities
7.54%
Chemicals
6.42%
It
6.11%
Healthcare
4.51%
Others
18.09%
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
Quant Large & Mid Cap Fund(G)-Direct Plan
Motilal Oswal Large & Midcap Fund(G)-Direct Plan
HSBC 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
Axis Large & Mid Cap Fund(G)-Direct Plan
Union Large & Midcap Fund(G)-Direct Plan
Bank of India Large & Mid Cap Fund(G)-Direct Plan
FAQs
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