Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment
Equity, Large & MidCap, Principal at very high risk
1 Year Return 5.72% at 08 Jun 2026 01:19 PM
Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment: Mutual Fund Overview
Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment is an Large & MidCap mutual fund with over 6.64 years of performance history. The scheme manages an AUM of ₹16776.57 Cr and has a NAV of ₹27.3687. It is rated '5' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 5.72%.
Fund Details
NAV 27.3687
Sub-Type Large & MidCap
Rating 5
Min. SIP Amount ₹500.0
Fund Age(Year) 6.64
Fund Size(in Crores) 16776.57
Fund Performance
1 Month 1.75%
3 Month 11.37%
6 Month 5.2%
1 Year 5.72%
3 Year 25.52%
5 Year 21.16%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.38%) Market Cap Large Cap 41.63 Mid Cap 33.82 Small Cap 21.93 Top Sectors Financial 17.84 Capital Goods 16.93 Services 15.69 Automobile 11.2 Energy 7.81 Consumer Discretionary 6.11 Metals & Mining 5.88 Healthcare 5.41 Consumer Staples 4.19 Technology 3.26 Chemicals 3.06 Top Holding Amber Enterprises India 3.41 Apar Industries 4.19 Apollo Hospitals Enterprise 1.45 Ather Energy 3.73 Bajaj Finance 2.57 Bharat Dynamics 2.69 Bharat Electronics 3.88 Billionbrains Garage Ventures 4.61 CG Power 5.18 Eternal 5.07 GE Vernova T&D 1.64 Gujarat Fluorochemicals 3.06 Jain Resource Recycling 1.94 MCX 5.25 Muthoot Finance 5.05 Ola Electric Mobility 2.29 One97 Communications 3.55 Onesource Specialty Pharma 3.95 Premier Energies 3.83 PTC Industries 3.95 Religare Enterprises 1.31 Samvardhana Motherson 3.23 Shriram Finance 4.31 Suzlon Energy 3.55 Titan Company 2.7 TVS Motor Company 1.95 V2 Retail 1.81 Waaree Energies 3.98 Zen Technologies 3.26
Debt & Others (2.62%) Sector Allocation Net Payables -0.13 Reverse Repo/CBLO 2.75 Debt Credit Ratings Debt Category Others 2.62
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.15%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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
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
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
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.
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.
Ankit Agarwal
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..
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.
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.
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) 2
Date of Incorporation 2019-10-17
Total AUM 143824.9
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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Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment FAQs
How to invest in Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment?
Investing in Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment?
The term expense ratio for Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment is 1.15% as of 08 Jun 2026.
What is the NAV of Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment?
The NAV of Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment is ₹27.3687 as of 08 Jun 2026.
What is the AUM of Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment?
The AUM (Assets Under Management) of Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment is ₹16776.57 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment?
The PE ratio of Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment?
Yes, you can invest in Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment in the last 5 years?
The return of Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment in the last 5 years is 21.16%.
What is the minimum SIP investment required in Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment?
The minimum SIP investment in Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment, the minimum SIP amount is ₹500.0.
What is the current NAV of Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment?
The NAV of Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment, as of 08 Jun 2026, is ₹27.3687.
Who manages the Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment?
The fund managers responsible for Motilal Oswal Large and Midcap Fund Direct-IDCW Reinvestment are:
- Sunil Sawant
- Santosh Singh
- Atul Mehra
- Ajay Khandelwal
- Rakesh Shetty
- Ankit Agarwal
- Niket Shah
- Swapnil P Mayekar