Return
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- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹15,017 Cr
Lock In Period
N/A
Expense Ratio
1.69
Benchmark
Nifty Large Midcap 250 Total Return
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.
Summary
Latest details for Motilal Oswal Large and Midcap Fund Growth include a ₹30.9035 NAV as of Mar 20,2026 and returns since inception of 85.08%. Minimum investments start at SIP ₹500. The Motilal Oswal Large and Midcap Fund Growth AUM is ₹15,017 Cr, with a lock-in of N/A years, expense ratio of 1.69%, and benchmark Nifty Large Midcap 250 Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded -4.55% returns, against a category average of -1.55% and a category best of 5.46%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.55 | -1.55 | 5.46 |
| 6M | -11.72 | 0.73 | 29.78 |
| 1Y | 8.74 | 5.31 | 40.44 |
| 3Y | 22.78 | 15.67 | 134.87 |
Portfolio Analysis
- Equity: 98.14%
- Debt: 1.84%
- Others
As on: 2026-02-28
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About Fund
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 ₹15,017 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.69. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundUTI Large & Mid Cap Fund Growth | 3 | 5723.94 CR | 1.83 |
| This FundBandhan Large & Mid Cap Fund Growth | 5 | 14780.4 CR | 1.68 |
| This FundInvesco India Large & Mid Cap Fund Growth | 5 | 9392.05 CR | 1.75 |
| This FundPrincipal Emerging Bluechip Fund Growth | 4 | 3124.32 CR | 1.99 |
| This FundMotilal Oswal Large and Midcap Fund Growth | 5 | 15017.31 CR | 1.69 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Large & Mid Cap Fund Growth | 4.9843 | 72.5882 |
| This FundBandhan Large & Mid Cap Fund Growth | 5.8456 | 79.0887 |
| This FundInvesco India Large & Mid Cap Fund Growth | 5.6808 | 80.5494 |
| This FundPrincipal Emerging Bluechip Fund Growth | 38.8861 | 81.3571 |
| This FundMotilal Oswal Large and Midcap Fund Growth | 8.7436 | 85.0769 |
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 1.69. 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 : -4.55%
- 6 Months : -11.72%
- 1 Year : 8.74%
- 3 Years : 22.78%
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 ₹15,017 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.
Min Inv Amount: ₹500