Motilal Oswal Large and Midcap Fund Direct-IDCW Payout

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Motilal Oswal Large and Midcap Fund Direct-IDCW Payout: Mutual Fund Overview

Motilal Oswal Large and Midcap Fund Direct-IDCW Payout is an Large & MidCap mutual fund with over 6.43 years of performance history. The scheme manages an AUM of ₹15017.3 Cr and has a NAV of ₹24.8964. It is rated '4' 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 3.67%.

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Equity, Large & MidCap, Principal at very high risk

1 Year Return 3.67% at 24 Mar 2026 04:24 PM

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Fund Details

NAV 24.8964

Sub-Type Large & MidCap

Rating 4

Min. SIP Amount ₹500.0

Fund Age(Year) 6.43

Fund Size(in Crores) 15017.3

Fund Performance

1 Month -8.49%

3 Month -10.95%

6 Month -14.42%

1 Year 3.67%

3 Year 22.93%

5 Year 19.25%

Know This Fund

As on 24 Mar 2026

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

Equity (98.15%) Market Cap Large Cap 39.28 Mid Cap 35.2 Small Cap 23.68 Top Sectors Financial 23.21 Capital Goods 15.83 Services 15.8 Automobile 11.9 Energy 6.51 Consumer Staples 4.79 Metals & Mining 4.55 Consumer Discretionary 3.77 Chemicals 3.26 Construction 3.01 Healthcare 2.98 Technology 2.55 Top Holding Bajaj Finance 2.94 One97 Communications 3.8 Indusind Bank 2.29 Gujarat Fluorochemicals 3.26 Samvardhana Motherson 3.53 V2 Retail 1.96 GE Vernova T&D 1.89 Prestige Estates Projects 3.01 Religare Enterprises 1.4 Bharat Dynamics 2.59 Apar Industries 4.79 TVS Motor Company 3.55 Shriram Finance 5.01 PTC Industries 4.36 Waaree Energies 3.86 Billionbrains Garage Ventures 4.2 MCX 4.99 Bharat Electronics 4.47 Angel One 1.66 Amber Enterprises India 3.77 Zen Technologies 2.55 Muthoot Finance 4.43 Jain Resource Recycling 0.19 Ola Electric Mobility 1.77 Eternal 5.05 Premier Energies 2.65 Ather Energy 3.04 CG Power 4.81 State Bank of India 1.28 Suzlon Energy 2.06 Onesource Specialty Pharma 2.98

Debt & Others (1.84%) Sector Allocation Net Receivables 0.98 Reverse Repo/CBLO 0.86 Debt Credit Ratings Debt Category Others 1.84

Comparison with same funds

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.76%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

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

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.

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..

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

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.

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) 3

Date of Incorporation 2019-10-17

Total AUM 135166.52

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 Payout FAQs

How to invest in Motilal Oswal Large and Midcap Fund Direct-IDCW Payout?

Investing in Motilal Oswal Large and Midcap Fund Direct-IDCW Payout 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.

What is the expense ratio of Motilal Oswal Large and Midcap Fund Direct-IDCW Payout?

The term expense ratio for Motilal Oswal Large and Midcap Fund Direct-IDCW Payout 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 Payout is 0.76% as of 24 Mar 2026.

What is the NAV of Motilal Oswal Large and Midcap Fund Direct-IDCW Payout?

The NAV of Motilal Oswal Large and Midcap Fund Direct-IDCW Payout is ₹24.8964 as of 24 Mar 2026.

What is the AUM of Motilal Oswal Large and Midcap Fund Direct-IDCW Payout?

The AUM (Assets Under Management) of Motilal Oswal Large and Midcap Fund Direct-IDCW Payout 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 Payout is ₹15017.3 Cr as of 24 Mar 2026.

What is the PE and PB ratio of Motilal Oswal Large and Midcap Fund Direct-IDCW Payout?

The PE ratio of Motilal Oswal Large and Midcap Fund Direct-IDCW Payout 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 Payout?

Yes, you can invest in Motilal Oswal Large and Midcap Fund Direct-IDCW Payout 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 Payout in the last 5 years?

The return of Motilal Oswal Large and Midcap Fund Direct-IDCW Payout in the last 5 years is 19.25%.

What is the minimum SIP investment required in Motilal Oswal Large and Midcap Fund Direct-IDCW Payout?

The minimum SIP investment in Motilal Oswal Large and Midcap Fund Direct-IDCW Payout depends on the fund's scheme rules and usually starts at a small amount. For Motilal Oswal Large and Midcap Fund Direct-IDCW Payout, the minimum SIP amount is ₹500.0.

What is the current NAV of Motilal Oswal Large and Midcap Fund Direct-IDCW Payout?

The NAV of Motilal Oswal Large and Midcap Fund Direct-IDCW Payout, as of 24 Mar 2026, is ₹24.8964.

Who manages the Motilal Oswal Large and Midcap Fund Direct-IDCW Payout?

The fund managers responsible for Motilal Oswal Large and Midcap Fund Direct-IDCW Payout are: