Open your free All-in-One trading account with zero hassle!
Motilal Oswal Large and Midcap Fund
Large & MidCapRank #1
5/5
NAV (2026-09-11)
₹37.95
AUM
₹20,159.1 Cr
Exp. Ratio: 1.81%
RISK LEVEL
Very High
Returns & Performance
1 Year11.87%10.34% vs cat avgRank #1
3 Year21.16%10.65% vs cat avgRank #1
5 Year17.70%6.88% vs cat avgRank #1
Since Launch21.30%3.81% vs cat avg
Fund vs Category Average
1Y
11.87%+10.34%
3Y
21.16%+10.65%
5Y
17.70%+6.88%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔Strong 3Y track record vs category
✔Above category avg 5Y returns
✔No lock-in period
✔Top-5 ranked in category for 1Y (#1)
✔Overall top-10 rank in category (#1)
✔Outperforms category avg since launch
Cons
✖Higher expense ratio (1.81%)
ISININF247L01965
NAV₹37.95
NAV Date2026-09-11
AUM₹20,159.1 Cr
Expense Ratio1.81%
RiskVery High
Rating5 / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹500
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2009-12-29
INVESTMENT OBJECTIVE
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Varun Sharma
Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Motilal Oswal Large and Midcap Fund is ₹37.95 as of 2026-09-11.
Motilal Oswal Large and Midcap Fund is classified as a Large & MidCap fund.
Motilal Oswal Large and Midcap Fund is managed by Motilal Oswal Mutual Fund.
The Assets Under Management (AUM) of Motilal Oswal Large and Midcap Fund is ₹20,159.1 Cr.
The expense ratio of Motilal Oswal Large and Midcap Fund is 1.81%.
Motilal Oswal Large and Midcap Fund is managed by Varun Sharma.
The minimum SIP investment for Motilal Oswal Large and Midcap Fund is ₹500.
The exit load for Motilal Oswal Large and Midcap Fund is 1%.
As per the SEBI Riskometer, Motilal Oswal Large and Midcap Fund carries a Very High risk level.
Motilal Oswal Large and Midcap Fund has delivered 11.87% (1Y), 21.16% (3Y) and 17.7% (5Y) annualised returns as of 2026-09-11.
Motilal Oswal Large and Midcap Fund was launched on 2009-12-29.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
