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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)

₹16,777 Cr

Lock In Period

N/A

Expense Ratio

1.91

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

Summary

Motilal Oswal Large and Midcap Fund Growth NAV is ₹34.2805 as of 23 May, 2026. Motilal Oswal Large and Midcap Fund Growth has delivered 91.53% returns since its launch. The minimum SIP investment amount in Motilal Oswal Large and Midcap Fund Growth is ₹500. The AUM of Motilal Oswal Large and Midcap Fund Growth is ₹16,777 Cr. The expense ratio of the fund is 1.91%, and its benchmark is Nifty Large Midcap 250 Total Return. The current exit load of the fund is 1% - If redeemed on or before 1 Year from the date of allotment. Nil - If redeemed after 1 Year from the date of allotment.. In the last 1M months, Motilal Oswal Large and Midcap Fund Growth has delivered -0.72% returns.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.720.037.30
6M0.341.8529.78
1Y5.585.0840.44
3Y24.1916.32134.87

Portfolio Analysis

  • Equity: 97.39%
  • Debt: 2.62%
  • Others
As on: 2026-04-30
View allocation % by

1. CG Power and Industrial Solutions Limited5.18%
2. Waaree Energies Limited3.98%
3. Premier Energies Limited3.83%

1. Muthoot Finance Ltd5.05%
2. Shriram Finance Limited4.31%
3. Bajaj Finance Ltd2.57%

1. Bharat Electronics Ltd3.88%
2. Zen Technologies Limited3.26%
3. Bharat Dynamics Limited2.69%

1. Apar Industries Ltd4.19%
2. Gujarat Fluorochemicals Limited3.06%

1. Multi Commodity Exchange of India Ltd5.25%

1. Eternal Limited5.07%

1. Billionbrains Garage Ventures Ltd4.61%

1. Ola Electric Mobility Ltd2.29%
2. TVS Motor Company Ltd1.95%

1. PTC Industries Limited3.95%

1. Onesource Specialty Pharma Limited3.95%

1. Ather Energy Limited3.73%

1. One 97 Communications Limited3.55%

1. Suzlon Energy Ltd3.55%

1. Amber Enterprises India Limited3.41%

1. Samvardhana Motherson International Ltd3.23%

1. Titan Company Limited2.70%

1. Jain Resource Recycling Limited1.94%

1. V2 Retail Ltd1.81%

1. GE Vernova T&D India Limited1.64%

1. Apollo Hospitals Enterprise Limited1.45%

1. Religare Enterprises Ltd1.31%

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 ₹16,777 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.91. 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
Principal Emerging Bluechip Fund Growth43124.32 CR1.99
Bandhan Large & Mid Cap Fund Growth416671.94 CR2.45
Invesco India Large & Mid Cap Fund Growth39761.15 CR1.9
Motilal Oswal Large and Midcap Fund Growth416776.57 CR1.91
Fund Name1Y3Y
This FundPrincipal Emerging Bluechip Fund Growth38.886181.3571
This FundBandhan Large & Mid Cap Fund Growth6.960885.4206
This FundInvesco India Large & Mid Cap Fund Growth6.157185.9082
This FundMotilal Oswal Large and Midcap Fund Growth5.584691.534

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 1.91. 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 : -0.72%
  • 6 Months : 0.34%
  • 1 Year : 5.58%
  • 3 Years : 24.19%
Returns of Motilal Oswal Large and Midcap Fund Growth are updated daily based on NAV of ₹ 34.2805 as on May 22,2026. Since inception, the return has been 91.53%.

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 ₹16,777 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.