
Motilal Oswal Large & Midcap Fund(G)-Direct Plan
+18.00%
5Y annualised
+18.00%
5Y annualised
+0.44% 1D
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Buy, Hold or Sell?
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NAV : 17 Sep 2026
₹40.46
Min. SIP amount
₹500
Fund size (AUM)
20159 Cr
Expense ratio
0.67%
Launched on
17 Oct 2019
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 17 Sep 2026
₹40.46
Min. SIP amount
₹500
Fund size (AUM)
20159 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
32.75%
Mid Cap
37.89%
Small Cap
26.35%
Others
3.01%
Sector Allocation
Capital Goods
23.68%
Finance
16.67%
Automobile & Ancillaries
10.35%
Domestic Equities
8.94%
Retailing
8.46%
It
6.15%
Trading
4.90%
Chemicals
4.28%
Others
16.21%
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
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Motilal Oswal Large & Midcap Fund(G)-Direct Plan
Bank of India Large & Mid Cap Fund(G)-Direct Plan
Invesco India Large & Mid Cap Fund(G)-Direct Plan
Axis Large & Mid Cap Fund(G)-Direct Plan
ITI Large & Mid Cap Fund(G)-Direct Plan
FAQs
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