Motilal Oswal Large & Midcap Fund - Growth - Direct Plan

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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 -3.80 -2.24 -3.76 25.30 25.40 23.41
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 -3.76 25.30 25.40 0.69 15,146.47
Mirae Asset Large & Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 5.12 17.70 19.14 0.57 43,542.34
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Jan 01, 2013 6.59 17.49 21.04 0.73 37,044.60
Kotak Large & Midcap Fund - Growth - Direct Jan 01, 2013 2.75 19.48 20.58 0.55 29,961.44
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth Jan 01, 2013 10.11 21.39 24.34 0.77 26,939.23
Canara Robeco Large and Mid Cap Fund-Direct Plan-Growth Option Jan 01, 2013 -2.07 16.29 18.21 0.56 26,169.89

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

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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 ₹0.33(0.92%)yesterday to ₹36.5206.

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