Motilal Oswal Large and Midcap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Motilal Oswal Large and Midcap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹20,159 Cr

Lock In Period

N/A

Expense Ratio

1.87

Exit Load

1% - If redeemed on or before 1 Year from the date of allotment. Nil - If redeemed after 1 Year from the date of allotment.

Benchmark

Nifty Large Midcap 250 Total Return

Motilal Oswal Large and Midcap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.22-0.772.98
6M18.063.6018.89
1Y4.604.2140.44
3Y19.8813.8287.68

Portfolio Analysis

  • Equity: 97.02%
  • Debt: 2.98%
  • Others
As on: 2026-08-31
View allocation % by

1. Shriram Finance Limited4.81%
2. Muthoot Finance Limited4.23%
3. Bajaj Finance Ltd2.31%

1. Premier Energies Limited3.68%
2. CG Power and Industrial Solutions Limited3.10%
3. Waaree Energies Limited2.77%

1. Gujarat Fluorochemicals Limited4.26%
2. Apar Industries Limited4.03%

1. Zen Technologies Limited3.32%
2. Bharat Electronics Limited2.43%
3. Bharat Dynamics Limited1.82%

1. Eternal Limited5.37%
2. Meesho Ltd1.37%

1. One 97 Communications Limited6.15%

1. PTC Industries Ltd4.68%

1. Multi Commodity Exchange of India Limited4.67%

1. Onesource Specialty Pharma Limited2.80%
2. Divi's Laboratories Limited1.30%

1. Ather Energy Limited3.56%

1. Sterlite Technologies Limited3.40%

1. Suzlon Energy Limited3.31%

1. Titan Company Limited3.04%

1. GE Vernova T&D India Limited2.92%

1. Samvardhana Motherson International Limited2.84%

1. Ola Electric Mobility Ltd2.83%

1. Billionbrains Garage Ventures Ltd2.57%

1. Apollo Hospitals Enterprise Limited2.10%

1. Jain Resource Recycling Limited2.01%

1. V2 Retail Limited1.72%

1. Cemindia Projects Ltd1.36%

1. Adani Enterprises Limited1.22%
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About Fund Motilal Oswal Large and Midcap Fund Growth

Motilal Oswal Large and Midcap Fund Growth managed by Motilal Oswal Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹20,159 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.87. Under the expert guidance of Rakesh Shetty ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rakesh Shetty

Mr. Rakesh Shetty holds Bachelors of Commerce (B.Com). Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
HSBC Large & Mid Cap Fund Growth55,931 CR2.53
Motilal Oswal Large and Midcap Fund Growth420,159 CR1.87
Principal Emerging Bluechip Fund Growth43,124 CR1.99
Fund Name1Y3Y
This FundHSBC Large & Mid Cap Fund Growth6.211455.3098
This FundMotilal Oswal Large and Midcap Fund Growth4.597772.2914
This FundPrincipal Emerging Bluechip Fund Growth38.886181.3571

Motilal Oswal Large and Midcap Fund Growth FAQs

Motilal Oswal Large and Midcap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Motilal Oswal Large and Midcap Fund Growth is 1.87. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal Large and Midcap Fund Growth’s fund performance is as follows:
  • 1 Month : -1.22%
  • 6 Months : 18.06%
  • 1 Year : 4.60%
  • 3 Years : 19.88%
Returns of Motilal Oswal Large and Midcap Fund Growth are updated daily based on NAV of ₹ 37.3079 as on Sep 18,2026. Since inception, the return has been 72.29%.

You can invest in Motilal Oswal Large and Midcap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Motilal Oswal Large and Midcap Fund Growth is ₹20,159 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Motilal Oswal Large and Midcap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.