Motilal Oswal Large & Midcap Fund - Growth - Direct Plan

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  • 1.33 %Nav, as on 30-06-2025

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Fund Overview Growth | Direct Plan

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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 3.07 18.68 17.24 36.62 32.31 26.11
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 17.24 36.62 32.31 0.66 10,840.40
Mirae Asset Large & Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 5.39 21.69 25.28 0.61 39,459.25
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Jan 01, 2013 8.58 24.34 27.13 0.74 31,295.56
Kotak Large & Midcap Fund - Growth - Direct Jan 01, 2013 4.52 25.94 26.13 0.55 27,046.44
HDFC Large and Mid Cap Fund - Direct Growth Plan Jan 01, 2013 6.46 27.48 29.91 0.86 25,412.03
Canara Robeco Large and Mid Cap Fund-Direct Plan-Growth Option Jan 01, 2013 8.11 23.28 25.83 0.56 25,092.46

Fund Holdings as on 31-May-2025

  • Eternal Limited

  • Bharat Dynamics Limited

  • Trent Limited

  • Bharat Electronics Limited

  • Suzlon Energy Limited

  • Cholamandalam Investment and Finance Company Ltd

  • CG Power and Industrial Solutions Limited

  • Waaree Energies Limited

  • Samvardhana Motherson International Limited

  • Apar Industries Limited

  • PTC Industries Limited

  • Hindustan Aeronautics Limited

  • Inox Wind Limited

  • Bharti Airtel Limited

  • Zen Technologies Limited

  • Bajaj Finance Limited

  • Multi Commodity Exchange of India Limited

  • GE Vernova T&D India Limited

  • Prestige Estates Projects Limited

  • Premier Energies Limited

  • Kaynes Technology India Limited

  • Kalyan Jewellers India Limited

  • Amber Enterprises India Limited

  • Angel One Limited

  • Onesource Specialty Pharma Limited

  • Gujarat Fluorochemicals Limited

  • V2 Retail Limited

  • Dixon Technologies (India) Limited

  • Religare Enterprises Limited

  • The Phoenix Mills Limited

  • Collateralized Borrowing & Lending Obligation

  • Net Receivables / (Payables)

  • K.P.R. Mill Limited

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  • Electric Equipment

  • Defence

  • Retailing

  • Finance - NBFC

  • Finance - Stock Broking

  • Electronics - Components

  • e-Commerce

  • Construction - Real Estate

  • Auto Ancillary

  • Castings/Forgings

  • Telecommunication - Service Provider

  • Diamond & Jewellery

  • Air Conditioners

  • Pharmaceuticals & Drugs

  • Chemicals

  • Consumer Durables - Electronics

  • Finance - Investment

  • Miscellaneous

  • Textile

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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 ₹10,840.40 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 ₹0.49(1.33%)yesterday to ₹37.5732.

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