Motilal Oswal Large and Midcap Fund

Motilal Oswal Large and Midcap Fund

Equity: Large & Mid Cap | Growth

5Y CAGR

+18.67%

Fund Size

₹18,444.81 Cr

Min. Investment

₹500

Score

28%

QUICK FUND SUMMARY

Motilal Oswal Large and Midcap Fund Growth is an equity mutual fund managing assets worth ₹18,444.81 Cr. The current NAV is ₹37.56 as of Aug 27. It has delivered a 5-year CAGR of 18.67%. Investors can start with a minimum SIP amount of ₹500. The fund primarily holds Eternal Ltd., CG Power and Industrial Solutions Ltd., Muthoot Finance Ltd., Shriram Finance Ltd and Samvardhana Motherson International Ltd..

Make informed investment decisions using insights from CRISP (Consistency, Risk and Investment Style of the Portfolio) Rating.
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Motilal Oswal Large and Midcap Fund Details

Fund Size

₹18,444.81 Cr

Type

Equity: Large & Mid Cap

Minimum Investment

₹500

NAV (Aug 27)

₹37.56

Plan Type

Regular

Launch Date

17 Oct 2019

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

1.87%

Withdrawal Charge

Exit load of 1% if redeemed within 1 year.

Motilal Oswal Large and Midcap Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Motilal Oswal Large and Midcap Fund Peer Comparison

Comparison of funds that belong to the same category, based on historical returns

Funds1Y Returns3Y CAGR5Y CAGR
Motilal Oswal Large and Midcap Fund
Motilal Oswal Large and Midcap Fund
+14.77%+22.52%+18.67%
ICICI Prudential Large & Mid Cap Fund
ICICI Prudential Large & Mid Cap Fund
+7.04%+17.23%+17.60%
HDFC Large and Mid Cap Fund
HDFC Large and Mid Cap Fund
+5.07%+14.29%+15.52%
UTI Large & Mid Cap Fund
UTI Large & Mid Cap Fund
+5.29%+16.06%+14.64%

Returns Calculator

Monthly Investment

Time Period

Returns That Could Have Been Yours

3 years ago, had you invested:

₹3,600

You could have made a profit of:

₹1,400

Your Total Value could have reached:

₹5,000

Motilal Oswal Large and Midcap Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Motilal Oswal Large and Midcap Fund

Motilal Oswal Large and Midcap Fund is a Growth Equity mutual fund managed by Motilal Oswal Mutual Fund. It follows a High Momentum investment strategy. The fund is rated 28/100 on the CRISP scale.

The current NAV of Motilal Oswal Large and Midcap Fund is ₹37.56 as of Aug 27.

You can invest in Motilal Oswal Large and Midcap Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Motilal Oswal Large and Midcap Fund is ₹500.

The expense ratio of Motilal Oswal Large and Midcap Fund is 1.87%.

Motilal Oswal Large and Midcap Fund has an exit load as follows: exit load of 1% if redeemed within 1 year.

Motilal Oswal Large and Midcap Fund has a CRISP Score of 28/100, indicating High consistency, High risk, investment style High on Momentum factor. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.

Short-term capital gains (STCG) on Motilal Oswal Large and Midcap Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.