Motilal Oswal Large and Midcap Fund Direct-IDCW Payout
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Equity, Large & MidCap, Principal at very high risk
1 Year Return -4.8% at 22 Dec 2025 06:31 PM
Fund Details
NAV 27.6146
Sub-Type Large & MidCap
Rating 5
Min. SIP Amount ₹500.0
Fund Age(Year) 6.18
Fund Size(in Crores) 15146.46
Fund Performance
1 Month -4.5%
3 Month -4.99%
6 Month 2.17%
1 Year -4.8%
3 Year 25.48%
5 Year 24.69%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.59%) Market Cap Large Cap 32.36 Mid Cap 37.56 Small Cap 28.67 Top Sectors Capital Goods 22.09 Financial 20.09 Services 17.3 Automobile 10.04 Energy 8.91 Metals & Mining 4.05 Consumer Staples 3.43 Consumer Discretionary 2.97 Construction 2.83 Healthcare 2.49 Chemicals 2.44 Technology 1.95 Top Holding Kaynes Technology India 1.98 Bajaj Finance 4.35 One97 Communications 3.4 PB Fintech 2.21 Gujarat Fluorochemicals 2.44 Samvardhana Motherson 2.75 V2 Retail 2.25 GE Vernova T&D 2.47 Prestige Estates Projects 2.83 Inox Wind 1.98 Religare Enterprises 1.62 Apar Industries 3.43 Bharat Dynamics 2.3 TVS Motor Company 3.5 Siemens Energy India 2.85 PTC Industries 4.05 Waaree Energies 3.35 Billionbrains Garage Ventures 2.67 MCX 3.44 Hindustan Aero 2.66 Bharat Electronics 3.81 Angel One 2.15 Zen Technologies 1.95 Amber Enterprises India 2.97 Muthoot Finance 3.96 Eternal 6 Ola Electric Mobility 2.03 Premier Energies 2.71 CG Power 3.51 State Bank of India 2.13 Ather Energy 1.76 Suzlon Energy 2.53 Dixon Technologies (India) 0.85 Cholamandalam Investment and Finance Company 3.21 Onesource Specialty Pharma 2.49
Debt & Others (1.41%) Sector Allocation Net Receivables 0.2 Reverse Repo/CBLO 1.21 Debt Credit Ratings Debt Category Others 1.41
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.69%
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.
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
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
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.
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.
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) 45
Date of Incorporation 2019-10-17
Total AUM 2025-11-30
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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