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Mutual Funds

Motilal Oswal Large and Midcap Fund

Mo

Motilal Oswal Large and Midcap Fund

Large & MidCapRank #4
4/5

NAV (2026-07-14)

35.65

AUM

₹18,413.16 Cr

Exp. Ratio: 1.84%

RISK LEVEL

Very High

Returns & Performance

1 Year5.04%3.07% vs cat avgRank #8
3 Year21.95%7.00% vs cat avgRank #2
5 Year18.68%5.08% vs cat avgRank #1
Since Launch20.74%--

Fund vs Category Average

1Y
5.04%+3.07%
3Y
21.95%+7.00%
5Y
18.68%+5.08%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period
Decent 1Y category rank (#8)
Overall top-10 rank in category (#4)

Cons

Higher expense ratio (1.84%)
ISININF247L01965
NAV₹35.65
NAV Date2026-07-14
AUM₹18,413.16 Cr
Expense Ratio1.84%
RiskVery High
Rating4 / 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.

Top Holdings

Holdings data not available for this scheme