• Home
  • Mutual Funds
  • Motilal Oswal Large and Midcap Fund Growth

Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹13,995 Cr

Lock In Period

N/A

Expense Ratio

1.7

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 ₹34.3814 NAV as of Apr 30,2026 and returns since inception of 98.13%. Minimum investments start at SIP ₹500. The Motilal Oswal Large and Midcap Fund Growth AUM is ₹13,995 Cr, with a lock-in of N/A years, expense ratio of 1.7%, 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 16.42% returns, against a category average of 2.17% and a category best of 17.64%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M16.422.1717.64
6M-2.201.3229.78
1Y15.635.3840.44
3Y25.6014.45134.87

Portfolio Analysis

  • Equity: 98.85%
  • Debt: 1.14%
  • Others
As on: 2026-03-31
View allocation % by

1. CG Power and Industrial Solutions Limited5.00%
2. Waaree Energies Limited4.76%
3. Premier Energies Limited3.84%

1. Muthoot Finance Limited5.49%
2. Shriram Finance Limited4.60%
3. Bajaj Finance Limited2.63%

1. Bharat Electronics Limited4.32%
2. Zen Technologies Limited2.99%
3. Bharat Dynamics Limited2.49%

1. Apar Industries Limited4.24%
2. Gujarat Fluorochemicals Limited3.03%

1. Eternal Limited5.53%

1. Multi Commodity Exchange of India Limited5.23%

1. TVS Motor Company Limited3.31%
2. Ola Electric Mobility Ltd1.71%

1. PTC Industries Limited4.32%

1. Billionbrains Garage Ventures Ltd4.18%

1. Onesource Specialty Pharma Limited3.82%

1. Ather Energy Limited3.46%

1. One 97 Communications Limited3.43%

1. Amber Enterprises India Limited3.34%

1. Samvardhana Motherson International Limited3.17%

1. Suzlon Energy Limited2.69%

1. Prestige Estates Projects Limited2.51%

1. Jain Resource Recycling Limited2.24%

1. V2 Retail Limited2.07%

1. GE Vernova T&D India Limited1.60%

1. Religare Enterprises Limited1.43%

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 ₹13,995 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.7. 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
This FundPrincipal Emerging Bluechip Fund Growth43124.32 CR1.99
This FundBandhan Large & Mid Cap Fund Growth514108.57 CR1.68
This FundInvesco India Large & Mid Cap Fund Growth58436.02 CR1.76
This FundMotilal Oswal Large and Midcap Fund Growth413995.29 CR1.7
Fund Name1Y3Y
This FundPrincipal Emerging Bluechip Fund Growth38.886181.3571
This FundBandhan Large & Mid Cap Fund Growth9.772487.0043
This FundInvesco India Large & Mid Cap Fund Growth8.691887.0409
This FundMotilal Oswal Large and Midcap Fund Growth15.628498.1283

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 1.7. 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 : 16.42%
  • 6 Months : -2.20%
  • 1 Year : 15.63%
  • 3 Years : 25.60%
Returns of Motilal Oswal Large and Midcap Fund Growth are updated daily based on NAV of ₹ 34.3814 as on Apr 30,2026. Since inception, the return has been 98.13%.

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 ₹13,995 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