Mutual Fund Calculator
SIP
Lumpsum
Total Invested
₹ 3,00,000
Total Interest
₹ 60,053
Total Invested
₹ 3,00,000
Estimated Returns
₹ 60,053
Total Amount after 5 years
₹ 3,60,053
Motilal Oswal Large and Midcap Fund Direct - Growth: Mutual Fund Overview
Motilal Oswal Large and Midcap Fund Direct-Growth is an Large & MidCap mutual fund with over 7 years of performance history. The scheme manages an AUM of ₹19832.31 Cr and has a NAV of ₹40.7048. It is rated '5' stars by analysts. Investors can begin a SIP with as little as ₹500, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 8.27%.
Motilal Oswal Large and Midcap Fund Direct-Growth
Equity
Large & MidCap
Principal at very high risk
1 Year Return8.27%
Fund Details
NAV
40.7048
Sub-Type
Large & MidCap
Rating
5
Min. SIP Amount
₹500
Fund Age(Year)
7.07
Fund Size(in Crores)
19832.31
Fund Performance
1 Month
2.67%
3 Month
1.54%
6 Month
3.68%
1 Year
8.27%
3 Year
21.07%
5 Year
17.75%
Know This Fund
As on 10 Nov 2026Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Comparison with same funds
|
Equity, Flexi Cap funds
|
Ret 1M
|
Ret 1Y
|
Ret 3Y
|
Ret 5Y
|
|---|---|---|---|---|
| 5.65% | 0% | 0% | 0% | |
| 5.43% | 3.53% | 11.18% | 6.06% | |
| 5.43% | 3.53% | 11.18% | 6.06% | |
| 5.43% | 3.53% | 11.18% | 6.06% | |
| 2.7% | 5.49% | 14.43% | 10.44% | |
| 2.7% | 5.49% | 14.43% | 10.44% | |
| 2.7% | 5.49% | 14.43% | 10.44% | |
| 7.53% | 1.38% | 0% | 0% | |
| 7.53% | 1.38% | 0% | 0% | |
| 7.53% | 1.38% | 0% | 0% | |
| 5.02% | 1.85% | 16.43% | 14.28% |
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Exit Load
1%
Expense Ratio (Inclusive of GST):
0.92%
Stamp Duty
0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Santosh Singh
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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
Ankit Agarwal
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Education
Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.
Experience
Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..
Varun Sharma
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Education
Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
Experience
Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
Niket Shah
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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
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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
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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
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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
View Details
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
Swapnil P Mayekar
View Details
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.
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)
3
Date of Incorporation
2019-10-17
Total AUM
159646.76
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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