Motilal Oswal Large & Midcap Fund - Growth - Direct Plan

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  • 1.02 %Nav, as on 13-08-2025

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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 -3.49 7.58 7.14 28.08 29.90 24.36
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 7.14 28.08 29.90 0.68 12,427.89
Mirae Asset Large & Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated -0.38 15.79 21.90 0.60 40,554.09
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Jan 01, 2013 4.26 18.09 24.34 0.75 33,348.17
Kotak Large & Midcap Fund - Growth - Direct Jan 01, 2013 0.39 19.49 23.52 0.53 28,084.13
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth Jan 01, 2013 3.00 21.24 27.45 0.77 23,246.14
Bandhan Large & Mid Cap Fund-Direct Plan-Growth Jan 01, 2013 2.16 24.83 26.96 0.58 9,996.58

Fund Holdings as on 31-July-2025

  • Eternal Limited

  • Bharat Electronics Limited

  • CG Power and Industrial Solutions Limited

  • Waaree Energies Limited

  • Apar Industries Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Siemens Energy India Limited

  • Amber Enterprises India Limited

  • Multi Commodity Exchange of India Limited

  • Prestige Estates Projects Limited

  • Samvardhana Motherson International Limited

  • Hindustan Aeronautics Limited

  • PTC Industries Limited

  • Bajaj Finance Limited

  • Suzlon Energy Limited

  • GE Vernova T&D India Limited

  • Bharat Dynamics Limited

  • Onesource Specialty Pharma Limited

  • Premier Energies Limited

  • One 97 Communications Limited

  • Trent Limited

  • Kaynes Technology India Limited

  • Religare Enterprises Limited

  • Dixon Technologies (India) Limited

  • Zen Technologies Limited

  • Inox Wind Limited

  • V2 Retail Limited

  • Angel One Limited

  • Gujarat Fluorochemicals Limited

  • Kalyan Jewellers India Limited

  • Muthoot Finance Limited

  • PB Fintech Limited

  • K.P.R. Mill Limited

  • Net Receivables / (Payables)

  • Inox Wind Limited

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  • Electric Equipment

  • Defence

  • Finance - NBFC

  • e-Commerce

  • Finance - Stock Broking

  • Electronics - Components

  • Retailing

  • Fintech

  • Air Conditioners

  • Construction - Real Estate

  • Auto Ancillary

  • Castings/Forgings

  • Pharmaceuticals & Drugs

  • Finance - Investment

  • Consumer Durables - Electronics

  • Chemicals

  • Diamond & Jewellery

  • Textile

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

  • Rights

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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 ₹12,427.89 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 ₹0.36(1.02%)yesterday to ₹35.9664.

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