Motilal Oswal Large & Midcap Fund - Growth - Direct Plan

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  • 0.89 %Nav, as on 09-12-2025

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  • Net Change on 09-12-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Motilal Oswal Large and Midcap Fund - Direct Plan Growth -4.14 -1.02 -4.09 24.87 25.16 23.18
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY LargeMidcap 250 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Large and Midcap Fund - Direct Plan Growth Oct 17, 2019 -4.09 24.87 25.16 0.69 15,146.47
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth Jan 01, 2013 8.99 20.94 24.36 0.77 26,939.23
Tata Large & MId Cap Fund -Direct Plan Growth Jan 01, 2013 -2.08 12.80 17.02 0.65 8,752.87
UTI Large & Mid Cap Fund - Direct Plan - Growth Option Jan 01, 2013 2.74 21.42 23.05 0.95 5,498.45
Quant Large & Mid Cap Fund - Growth Option-Direct Plan Jan 07, 2013 -4.36 15.00 21.36 0.73 3,511.98
Union Large & Midcap Fund - Direct Plan - Growth Option Dec 06, 2019 Unrated 0.33 15.75 18.11 0.95 949.08

Fund Holdings as on 30-November-2025

  • Eternal Limited

  • Bajaj Finance Limited

  • PTC Industries Limited

  • Muthoot Finance Limited

  • Bharat Electronics Limited

  • CG Power and Industrial Solutions Limited

  • TVS Motor Company Limited

  • Multi Commodity Exchange of India Limited

  • Apar Industries Limited

  • One 97 Communications Limited

  • Waaree Energies Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Amber Enterprises India Limited

  • Siemens Energy India Limited

  • Prestige Estates Projects Limited

  • Samvardhana Motherson International Limited

  • Premier Energies Limited

  • Billionbrains Garage Ventures Ltd

  • Hindustan Aeronautics Limited

  • Suzlon Energy Limited

  • Onesource Specialty Pharma Limited

  • GE Vernova T&D India Limited

  • Gujarat Fluorochemicals Limited

  • Bharat Dynamics Limited

  • V2 Retail Limited

  • PB Fintech Limited

  • Angel One Limited

  • State Bank of India

  • Ola Electric Mobility Ltd

  • Kaynes Technology India Limited

  • Inox Wind Limited

  • Zen Technologies Limited

  • Ather Energy Limited

  • Religare Enterprises Limited

  • Collateralized Borrowing & Lending Obligation

  • Dixon Technologies (India) Limited

  • Net Receivables / (Payables)

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  • Electric Equipment

  • Finance - NBFC

  • Defence

  • Fintech

  • Automobile Two & Three Wheelers

  • e-Commerce

  • Finance - Stock Broking

  • Electronics - Components

  • Castings/Forgings

  • Air Conditioners

  • Construction - Real Estate

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • Chemicals

  • Retailing

  • Bank - Public

  • Finance - Investment

  • Miscellaneous

  • Consumer Durables - Electronics

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Fund Manager

  • Cash

  • Equity

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About Motilal Oswal Large & Midcap Fund

Scheme Analysis

Motilal Oswal Large & Midcap Fund is a Equity - Large & Mid Cap Fund fund and belongs to Motilal Oswal Mutual Fund. It was launched on 17-Oct-2019 and currently has an AUM of ₹15,146.47 crore. Motilal Oswal Large & Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY LargeMidcap 250 - TRI as secondary index.

The NAV of Motilal Oswal Large & Midcap Fund ended up ₹0.32(0.89%)yesterday to ₹36.3456.

Among its top 3 holdings the fund has exposure to Eternal Limited, and

The Motilal Oswal Large & Midcap Fund is managed by Ajay Khandelwal and Rakesh Shetty.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161