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Motilal Oswal Large & Midcap Fund Direct Growth

Growth
36.090.11% (-0.04)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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Motilal Oswal Large & Midcap Fund Performance & Key Metrics

Motilal Oswal Large & Midcap Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6667.580.56
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.8948.772.14

Motilal Oswal Large & Midcap Fund Scheme InfoMotilal Oswal Large & Midcap Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
NIFTY LargeMidcap 250 - TRI

About Flexi Cap Fund

About Flexi Cap Fund

Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.

Motilal Oswal Large & Midcap Fund Peers

What are peers and why compare against them?

What are peers and why compare against them?

A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.

Motilal Oswal Large & Midcap Fund Peers & Comparison

Comparing 3 mutual funds from 
EquityFlexi Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Motilal Oswal Large & Midcap Fund16.47%35.31%25.45%
Parag Parikh Flexi Cap Fund12.52%24.47%20.07%
HDFC Mid-Cap Opportunities Fund7.98%32.71%21.41%
Nippon India Small Cap Fund1.58%30.79%25.60%

Motilal Oswal Large & Midcap Fund Returns Comparison

Compare Motilal Oswal Large & Midcap Fund with any MF, ETF, stock or index
Compare Motilal Oswal Large & Midcap Fund with any MF, ETF, stock or index
Motilal Oswal Large & Midcap Fund
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Motilal Oswal Large & Midcap Fund Portfolio

What are constituents?

What are constituents?

Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.

Motilal Oswal Large & Midcap Fund Asset Allocation

Motilal Oswal Large & Midcap Fund Asset Allocation

Actual

Target

May 2024

Sep 2024

Dec 2024

Mar 2025

ACTUAL
Cash & EquivalentsEquity2.50%97.50%

May 2024

Sep 2024

Dec 2024

Mar 2025

Tickertape Separator

Motilal Oswal Large & Midcap Fund Sector Distribution

Motilal Oswal Large & Midcap Fund Sector Distribution

+11 moreSpecialized FinanceInvestment Banking & BrokerageRetail - SpecialityIndustrial MachineryElectrical Components & Equipments41.61 %6.45 %7.48 %8.14 %13.12 %23.20 %

May 2024

Sep 2024

Dec 2024

Mar 2025

Tickertape Separator

Motilal Oswal Large & Midcap Fund Sector Weightage

Motilal Oswal Large & Midcap Fund Sector Weightage

Dec 23Mar 24May 24Sep 24Dec 24Mar 256.44%11.46%15.88%0.00%0.00%23.20%
Electrical Components & Equipments as a % of total holdings for last six quarters
Tickertape Separator

Motilal Oswal Large & Midcap Fund Current Holdings

Motilal Oswal Large & Midcap Fund Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Motilal Oswal Large & Midcap Fund

AMC Profile of Motilal Oswal Large & Midcap Fund

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

  • No.of Schemes

    38

  • Total AUM

    ₹ 96,423.64 Cr.

Motilal Oswal Large & Midcap Fund Manager Details

Motilal Oswal Large & Midcap Fund Manager Details

Motilal Oswal Large & Midcap Fund Manager Profile

Motilal Oswal Large & Midcap Fund Manager Profile

Ajay Khandelwal

AUM:  ₹26,906.75 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Niket Shah

AUM:  ₹68,259.08 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Rakesh Shetty

AUM:  ₹96,423.64 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Motilal Oswal Large & Midcap Fund Manager Performance (0)

Motilal Oswal Large & Midcap Fund Manager Performance (0)

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Motilal Oswal Large & Midcap Fund Tax Implications

Motilal Oswal Large & Midcap Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Motilal Oswal Large & Midcap Fund Review & Opinions

Motilal Oswal Large & Midcap Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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Motilal Oswal Large & Midcap Fund FAQs

Motilal Oswal Large & Midcap Fund FAQs

  1. What is the NAV of Motilal Oswal Large & Midcap Fund?

    The Current NAV of Motilal Oswal Large & Midcap Fund is ₹36.09, as of 13th June 2025

  2. What are the returns of Motilal Oswal Large & Midcap Fund?

    The Motilal Oswal Large & Midcap Fund has been there since 17th October 2019
    • 1 Year Returns: 16.47
    • 3 Year Returns: 35.31
    • 5 Year Returns: 32.25

  3. What are the top 5 sectors holdings of Motilal Oswal Large & Midcap Fund?

    The top sectors Motilal Oswal Large & Midcap Fund has invested in are as for 17th 10 2019 are as follows -
    • Electrical Components & Equipments | 23.20%
    • Industrial Machinery | 13.12%
    • Retail - Speciality | 8.14%
    • Investment Banking & Brokerage | 7.48%
    • Specialized Finance | 6.45%

  4. What are the top 5 holdings Motilal Oswal Large & Midcap Fund?

    The top 5 holdings for Motilal Oswal Large & Midcap Fund are
    • Trent Ltd | 5.49%
    • Eternal Ltd | 5.18%
    • Bharat Electronics Ltd | 3.94%
    • PTC Industries Ltd | 3.82%
    • Bharti Airtel Ltd | 3.79%

  5. What is the asset allocation of Motilal Oswal Large & Midcap Fund?

    The Motilal Oswal Large & Midcap Fund is a plan that invests
    • Equity | 97.50%
    • Cash & Equivalents | 2.50%

  6. How to invest in Motilal Oswal Large & Midcap Fund?

    If you wish to invest in Motilal Oswal Large & Midcap Fund Plan via smallcase, you can follow these quick and easy steps -
    1. Log in to smallcase
    2. Search and select the Motilal Oswal Large & Midcap Fund
    3. Complete filling your details and KYC
    4. Enter the Amount and type of investment (SIP or Lumpsum)
    5. And Voila! your SIP or Lumpsump investment in Motilal Oswal Large & Midcap Fund is completed
    6. You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.

  7. What is the AUM of Motilal Oswal Large & Midcap Fund?

    The AUM of Motilal Oswal Large & Midcap Fund is 10840.40 Cr as of 13th June 2025

  8. What is the expense ratio of Motilal Oswal Large & Midcap Fund Plan?

    The expense ratio of Motilal Oswal Large & Midcap Fund Plan is 0.66

  9. How to exit Motilal Oswal Large & Midcap Fund?

    If you have invested in Motilal Oswal Large & Midcap Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.

  10. What is the alpha of Motilal Oswal Large & Midcap Fund?

    The alpha ratio for the Motilal Oswal Large & Midcap Fund is 8.56

    Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  11. What is the Volatility or Standard Deviation of Motilal Oswal Large & Midcap Fund?

    The volatility or standard deviation for the Motilal Oswal Large & Midcap Fund is 22.27

    Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  12. What is the sharpe ratio of Motilal Oswal Large & Midcap Fund?

    The sharpe ratio for the Motilal Oswal Large & Midcap Fund is 0.56

    The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.

  13. What is the Sortino ratio of Motilal Oswal Large & Midcap Fund?

    The Sortino ratio for the Motilal Oswal Large & Midcap Fund is 0.06

    The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.

  14. What is the Price to Earnings (PE) of Motilal Oswal Large & Midcap Fund?

    The PE ratio (price-to-earnings) of the Motilal Oswal Large & Midcap Fund is 67.58 while category PE ratio is 48.77

  15. 1. Test MF FAQ for Mutual Fund Motilal Oswal Large & Midcap Fund Shares?

    The Current NAV of Motilal Oswal Large & Midcap Fund is ₹36.09, as of 13th June 2025

  16. 5. Test MF FAQ Is there any lock-in period for Motilal Oswal Large & Midcap Fund Plan?

    There is a lock in period of N/A for Motilal Oswal Large & Midcap Fund