September 23, 2025
RA Jainee
Motilal Oswal Large and Midcap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 38.2531
NAV IDCW: Rs 29.0668
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Fund Manager:
1) Ajay Khandelwal
Education: Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
2) Atul Mehra
Education: Mr. Mehra has done B.Com, Master’s Degree in Accounting and CFA
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
3) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Motilal Oswal Large and Midcap Fund
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 17-Oct-19 |
| Return Since Launch | 25.39% |
| Benchmark | NIFTY Large Midcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 12,628 Cr |
| (As on 31-Aug-2025) | |
| Expense | 0.65% |
| (As on 31-Aug-2025) | |
| Risk Grade | Above Average |
| Return Grade | High |
| Turnover | 33.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Large and Midcap Dir | 1.49 | -0.17 | 4.99 | 7.55 | 23.86 | 6.04 | 29.63 | 30.68 | — | — |
| BSE Large Mid Cap TRI | 6.52 | -0.16 | 1.78 | 3.61 | 12.44 | -0.56 | 15.49 | 20.07 | — | — |
| Equity: Large & MidCap | 2.58 | -0.21 | 1.82 | 3.46 | 13.57 | -2.72 | 19.06 | 23.65 | — | — |
| Rank within category | 38 | 32 | 1 | 3 | 1 | 2 | 1 | 1 | — | — |
| Number of funds in category | 54 | 64 | 64 | 60 | 57 | 47 | 36 | 26 | 19 | 18 |
Peer Comparison of Motilal Oswal Large and Midcap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Motilal Oswal Large and Midcap Dir | 5 star | 6.04 | 29.63 | 30.68 | 0.65 | 12,628 | 25.39 | 1.00 (365) | 5Y 11M | 33.00 |
| SBI Large & Midcap Dir | 4 star | 3.27 | 18.36 | 24.48 | 0.75 | 33,248 | 17.42 | 0.10 (30) | 12Y 8M | 26.00 |
| HDFC Large and Mid Cap Dir | 4 star | 0.39 | 21.70 | 26.75 | 0.85 | 26,158 | 14.27 | 1.00 (365) | 12Y 8M | 4.45 |
| ICICI Pru Large & Mid Cap Dir | 5 star | 3.58 | 22.76 | 27.88 | 0.77 | 23,698 | 17.07 | 1.00 (30) | 12Y 8M | 58.00 |
| Bandhan Large & Mid Cap Dir | 5 star | 1.28 | 25.61 | 26.74 | 0.57 | 10,231 | 16.51 | 1.00 (365) | 12Y 8M | 137.00 |
Portfolio Analysis of Motilal Oswal Large and Midcap Fund
| No. of Stocks | 34 |
| Top 10 Stocks | 40.38% |
| Top 5 Stocks | 23.44% |
| Top 3 Sectors | 61.39% |
| Portfolio P/B Ratio | 7.47 |
| Portfolio P/E Ratio | 51.43 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 73,154 | 1,72,069 |
| Giant (%) | 21.86 | 48.07 |
| Large (%) | 39.56 | 31.25 |
| Mid (%) | 34.23 | 19.04 |
| Small (%) | 4.35 | 3.50 |
| Tiny (%) | — | 0.05 |
Chanakya’s Mutual Fund Guidance For Motilal Oswal Large and Midcap Fund
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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