Motilal Oswal Large and Midcap Fund Regular - Growth

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Equity, Large & MidCap, Principal at very high risk

1 Year Return 7.73% at 04 Feb 2026 10:28 AM

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Fund Details

NAV 32.4965

Sub-Type Large & MidCap

Rating 5

Min. SIP Amount ₹500.0

Fund Age(Year) 6.3

Fund Size(in Crores) 15055.38

Fund Performance

1 Month -3.23%

3 Month -7.79%

6 Month -2.19%

1 Year 7.73%

3 Year 24.09%

5 Year 20.43%

Know This Fund

As on 04 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.83%) Market Cap Small Cap 28.33 Mid Cap 37.7 Large Cap 32.79 Top Sectors Financial 21.54 Services 19.87 Capital Goods 18.2 Automobile 11.17 Energy 6.27 Metals & Mining 4.16 Consumer Staples 3.48 Healthcare 3.41 Construction 3.1 Chemicals 2.88 Consumer Discretionary 2.7 Technology 2.05 Top Holding Shriram Finance 2.67 Amber Enterprises India 2.7 Angel One 2.02 MCX 4.44 Gujarat Fluorochemicals 2.88 Bajaj Finance 4.16 Zen Technologies 2.05 Cholamandalam Investment and Finance Company 3.17 Suzlon Energy 2.48 Religare Enterprises 1.62 Ather Energy 2.35 Onesource Specialty Pharma 3.41 Apar Industries 3.48 GE Vernova T&D 2.5 Ola Electric Mobility 2.25 Eternal 5.59 One97 Communications 4.27 Waaree Energies 3.71 PB Fintech 3.24 Samvardhana Motherson 2.85 V2 Retail 2.34 PTC Industries 4.16 Hindustan Aero 2.43 Muthoot Finance 4.4 CG Power 3.4 TVS Motor Company 3.71 Premier Energies 2.56 Prestige Estates Projects 3.1 Inox Wind 0.99 Bharat Electronics 3.81 Bharat Dynamics 2.59 Billionbrains Garage Ventures 3.5

Debt & Others (1.17%) Sector Allocation Net Receivables 0.53 CBLO 0.64 Debt Credit Ratings Debt Category Others 1.17

Comparison with same funds

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.69%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Santosh Singh

Education Mr. Singh has done B.SC, CA and has cleared CFA Level 2

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Espirito santo securities, HAITONG, Execution Noble, SG CIB, Clear Capital and ICICI Lombard

Swapnil P Mayekar

Education Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

Experience Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.

Niket Shah

Education Mr. Shah is a MBA in Finance

Experience Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.

Rakesh Shetty

Education Mr. Shetty has done B.Com

Experience Prior to joining Motilal Oswal Mutual Fund, 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.

Ajay Khandelwal

Education Mr. Khandelwal is MBA & Bachelor of Engineering.

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

Atul Mehra

Education Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd

Sunil Sawant

Education Mr. Sawant has done M.Com

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Sharekhan, Aditya Birla and Angel Broking

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 73

Date of Incorporation 2019-10-17

Total AUM 2025-12-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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