Motilal Oswal Large and Midcap Fund Regular-IDCW Reinvestment
Equity, Large & MidCap, Principal at very high risk
1 Year Return 4.65% at 08 Jun 2026 01:00 PM
Motilal Oswal Large and Midcap Fund Regular-IDCW Reinvestment: Mutual Fund Overview
Motilal Oswal Large and Midcap Fund Regular-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 ₹24.9836. 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 4.65%.
Fund Details
NAV 24.9836
Sub-Type Large & MidCap
Rating 4
Min. SIP Amount ₹500.0
Fund Age(Year) 6.64
Fund Size(in Crores) 16776.57
Fund Performance
1 Month 1.67%
3 Month 11.09%
6 Month 4.69%
1 Year 4.65%
3 Year 24.02%
5 Year 19.55%
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 (0%) Market Cap Top Sectors Top Holding
Debt & Others (99.99%) Sector Allocation CBLO 0.22 Mutual Fund 99.78 Net Payables -0.01 Debt Credit Ratings AAA 90.95 SOV 4.65 Cash & Call Money 4.4 Debt Category Others 0.21 BHARAT Bond ETF - April 2031-G 99.78
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-Growth Ret 1M 0.37% Ret 1Y 4.25% Ret 3Y 6.98% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-IDCW Ret 1M 0.37% Ret 1Y 4.25% Ret 3Y 6.98% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-Growth Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-IDCW Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-IDCW Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-Growth Ret 1M 0.29% Ret 1Y 5.5% Ret 3Y 6.99% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-IDCW Ret 1M 0.29% Ret 1Y 5.5% Ret 3Y 6.99% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-Growth Ret 1M 0.32% Ret 1Y 5.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-IDCW Ret 1M 0.32% Ret 1Y 5.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund Regular-Growth Ret 1M 0.45% Ret 1Y 7.19% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.15%
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
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.
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..
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.
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.
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.
Take Your Next Step
Motilal Oswal Large and Midcap Fund Regular-IDCW Reinvestment FAQs
How to invest in Motilal Oswal Large and Midcap Fund Regular-IDCW Reinvestment?
Investing in Motilal Oswal Large and Midcap Fund Regular-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 Regular-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 Regular-IDCW Reinvestment?
The term expense ratio for Motilal Oswal Large and Midcap Fund Regular-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 Regular-IDCW Reinvestment is 2.15% as of 08 Jun 2026.
What is the NAV of Motilal Oswal Large and Midcap Fund Regular-IDCW Reinvestment?
The NAV of Motilal Oswal Large and Midcap Fund Regular-IDCW Reinvestment is ₹24.9836 as of 08 Jun 2026.
What is the AUM of Motilal Oswal Large and Midcap Fund Regular-IDCW Reinvestment?
The AUM (Assets Under Management) of Motilal Oswal Large and Midcap Fund Regular-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 Regular-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 Regular-IDCW Reinvestment?
The PE ratio of Motilal Oswal Large and Midcap Fund Regular-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 Regular-IDCW Reinvestment?
Yes, you can invest in Motilal Oswal Large and Midcap Fund Regular-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 Regular-IDCW Reinvestment in the last 5 years?
The return of Motilal Oswal Large and Midcap Fund Regular-IDCW Reinvestment in the last 5 years is 19.55%.
What is the minimum SIP investment required in Motilal Oswal Large and Midcap Fund Regular-IDCW Reinvestment?
The minimum SIP investment in Motilal Oswal Large and Midcap Fund Regular-IDCW Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For Motilal Oswal Large and Midcap Fund Regular-IDCW Reinvestment, the minimum SIP amount is ₹500.0.
What is the current NAV of Motilal Oswal Large and Midcap Fund Regular-IDCW Reinvestment?
The NAV of Motilal Oswal Large and Midcap Fund Regular-IDCW Reinvestment, as of 08 Jun 2026, is ₹24.9836.
Who manages the Motilal Oswal Large and Midcap Fund Regular-IDCW Reinvestment?
The fund managers responsible for Motilal Oswal Large and Midcap Fund Regular-IDCW Reinvestment are:
- Sunil Sawant
- Niket Shah
- Rakesh Shetty
- Ankit Agarwal
- Swapnil P Mayekar
- Santosh Singh
- Atul Mehra
- Ajay Khandelwal