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Motilal Oswal Large and Midcap Fund Growth Return

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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)

₹18,413 Cr

Lock In Period

N/A

Expense Ratio

1.67

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-0.772.415.46
6M15.435.6429.78
1Y5.487.6031.10
3Y22.1217.97134.87

Portfolio Analysis

  • Equity: 98.70%
  • Debt: 1.31%
  • Others
As on: 2026-06-30
View allocation % by

1. CG Power and Industrial Solutions Limited5.02%
2. Premier Energies Limited3.73%
3. Waaree Energies Limited3.43%

1. Muthoot Finance Ltd4.56%
2. Shriram Finance Limited4.46%
3. Bajaj Finance Ltd2.71%

1. Zen Technologies Limited3.72%
2. Bharat Electronics Ltd3.20%
3. Bharat Dynamics Limited2.45%

1. Apar Industries Ltd4.23%
2. Gujarat Fluorochemicals Limited3.57%

1. Eternal Limited5.05%

1. Multi Commodity Exchange of India Ltd4.27%

1. Samvardhana Motherson International Ltd4.27%

1. Suzlon Energy Ltd4.17%

1. PTC Industries Limited3.96%

1. One 97 Communications Limited3.79%

1. Billionbrains Garage Ventures Ltd3.73%

1. Onesource Specialty Pharma Limited3.51%

1. Ather Energy Limited3.37%

1. Titan Company Limited3.09%

1. Ola Electric Mobility Ltd3.06%

1. Apollo Hospitals Enterprise Limited2.96%

1. Sterlite Technologies Ltd2.55%

1. Amber Enterprises India Limited2.36%

1. Jain Resource Recycling Limited2.35%

1. V2 Retail Ltd1.93%

1. GE Vernova T&D India Limited1.75%

1. Religare Enterprises Ltd1.45%

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 ₹18,413 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.67. 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
UTI Large & Mid Cap Fund Growth36,217 CR1.9
ICICI Prudential Large & Mid Cap Fund Growth530,971 CR1.8
HSBC Large & Mid Cap Fund Growth55,343 CR2.53
Bandhan Large & Mid Cap Fund Growth418,783 CR2.29
Motilal Oswal Large and Midcap Fund Growth418,413 CR1.67
Fund Name1Y3Y
This FundUTI Large & Mid Cap Fund Growth2.187458.4223
This FundICICI Prudential Large & Mid Cap Fund Growth3.644559.7423
This FundHSBC Large & Mid Cap Fund Growth10.626464.5654
This FundBandhan Large & Mid Cap Fund Growth3.619367.6022
This FundMotilal Oswal Large and Midcap Fund Growth5.480282.1088

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 1.67. 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 : -0.77%
  • 6 Months : 15.43%
  • 1 Year : 5.48%
  • 3 Years : 22.12%
Returns of Motilal Oswal Large and Midcap Fund Growth are updated daily based on NAV of ₹ 35.7041 as on Jul 22,2026. Since inception, the return has been 82.11%.

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 ₹18,413 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.