Motilal Oswal Large and Midcap Fund Direct Growth

Fund Overview

Fund Size

₹20,159 Cr

Expense Ratio

0.92%

ISIN

INF247L01999

Minimum SIP

₹500

Exit Load

1.00%

Inception Date

17 Oct 2019

About this fund

Motilal Oswal Large and Midcap Fund Direct Growth is a Large & Mid-Cap mutual fund schemes offered by Motilal Oswal Mutual Fund. This fund has been in existence for 6 years, 11 months and 25 days, having been launched on 17-Oct-19.
As of 09-Oct-26, it has a Net Asset Value (NAV) of ₹39.64, Assets Under Management (AUM) of 20159.10 Crores, and an expense ratio of 0.92%.

Motilal Oswal Large and Midcap Fund Direct Growth has given a CAGR return of 21.82% since inception.
The fund's asset allocation comprises around 96.99% in equities, 0.00% in debts, and 3.01% in cash & cash equivalents.
You can start investing in Motilal Oswal Large and Midcap Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+4.26%

— (Cat Avg.)

3 Years

+20.96%

+12.13% (Cat Avg.)

5 Years

+18.12%

+10.55% (Cat Avg.)

Since Inception

+21.82%

— (Cat Avg.)

Portfolio Summaryas of 31st August 2026

Equity	₹19,552.31 Cr	96.99%
Others	₹606.79 Cr	3.01%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
One97 Communications Ltd	Equity	₹1,239.39 Cr	6.15%
Eternal Ltd	Equity	₹1,082.73 Cr	5.37%
Shriram Finance Ltd	Equity	₹970.35 Cr	4.81%
PTC Industries Ltd	Equity	₹943.03 Cr	4.68%
Multi Commodity Exchange of India Ltd	Equity	₹940.66 Cr	4.67%
Gujarat Fluorochemicals Ltd Ordinary Shares	Equity	₹857.97 Cr	4.26%
Muthoot Finance Ltd	Equity	₹851.77 Cr	4.23%
Apar Industries Ltd	Equity	₹812.76 Cr	4.03%
Premier Energies Ltd	Equity	₹741.27 Cr	3.68%
Ather Energy Ltd	Equity	₹717.83 Cr	3.56%
Sterlite Technologies Ltd	Equity	₹685.24 Cr	3.40%
Zen Technologies Ltd	Equity	₹668.46 Cr	3.32%
Suzlon Energy Ltd	Equity	₹667.27 Cr	3.31%
CG Power & Industrial Solutions Ltd	Equity	₹624.17 Cr	3.10%
Titan Co Ltd	Equity	₹612.29 Cr	3.04%
GE Vernova T&D India Ltd	Equity	₹589.31 Cr	2.92%
Samvardhana Motherson International Ltd	Equity	₹571.81 Cr	2.84%
Ola Electric Mobility Ltd	Equity	₹571.12 Cr	2.83%
OneSource Specialty Pharma Ltd	Equity	₹565.38 Cr	2.80%
Waaree Energies Ltd	Equity	₹557.58 Cr	2.77%
Billionbrains Garage Ventures Ltd	Equity	₹518.56 Cr	2.57%
Bharat Electronics Ltd	Equity	₹489.05 Cr	2.43%
Bajaj Finance Ltd	Equity	₹464.96 Cr	2.31%
Apollo Hospitals Enterprise Ltd	Equity	₹422.68 Cr	2.10%
Jain Resource Recycling Ltd	Equity	₹404.97 Cr	2.01%
Triparty Repo	Cash - Repurchase Agreement	₹374.77 Cr	1.86%
Bharat Dynamics Ltd Ordinary Shares	Equity	₹366 Cr	1.82%
V2 Retail Ltd	Equity	₹347.24 Cr	1.72%
Meesho Ltd	Equity	₹276.12 Cr	1.37%
Cemindia Projects Ltd	Equity	₹274.27 Cr	1.36%
Divi's Laboratories Ltd	Equity	₹261.58 Cr	1.30%
Adani Enterprises Ltd	Equity	₹246.23 Cr	1.22%
Net Receivables / (Payables)	Cash	₹232.02 Cr	1.15%
Religare Enterprises Ltd	Equity	₹133.79 Cr	0.66%
IndusInd Bank Ltd	Equity	₹71.18 Cr	0.35%
Solar Industries India Ltd	Equity	₹5.3 Cr	0.03%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Industrials	₹5,434.32 Cr	26.96%
Consumer Cyclical	₹4,179.14 Cr	20.73%
Financial Services	₹3,951.26 Cr	19.60%
Technology	₹3,223.48 Cr	15.99%
Basic Materials	₹1,268.24 Cr	6.29%
Healthcare	₹1,249.64 Cr	6.20%
Energy	₹246.23 Cr	1.22%

Risk & Performance Ratios

Fund Managers

Varun Sharma

Since July 2026

Swapnil Mayekar

Since November 2025

Ajay Khandelwal

Since December 2023

Ankit Agarwal

Since March 2026

Rakesh Shetty

Since November 2022

Additional Scheme Detailsas of 31st August 2026

ISIN

INF247L01999

Expense Ratio

0.92%

Exit Load

1.00%

Fund Size

₹20,159 Cr

Age

6 years 11 months

Lumpsum Minimum

₹500

Fund Status

Open Ended Investment Company

Benchmark

Nifty LargeMidcap 250 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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The Wealth Company Large & Mid Cap Fund Direct Growth Very High Risk	3.1%	1.0%	₹111.43 Cr	-
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Edelweiss Nifty LargeMidcap 250 ETF Very High Risk	1.2%	-	₹163.19 Cr	-4.9%
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Groww Nifty 200 ETF Very High Risk	0.4%	-	₹16.47 Cr	-6.6%
Helios Large & Mid Cap Fund Direct Growth Very High Risk	1.0%	1.0%	₹1473.18 Cr	0.1%
Helios Large & Mid Cap Fund Regular Growth Very High Risk	2.6%	1.0%	₹1473.18 Cr	-1.5%
ITI Large & Mid Cap Fund Regular Growth Very High Risk	2.6%	0.0%	₹728.59 Cr	-0.9%
ITI Large & Mid Cap Fund Direct Growth Very High Risk	1.1%	0.0%	₹728.59 Cr	0.8%
Bajaj Finserv Large and Mid Cap Fund Direct Growth Low Risk	1.2%	1.0%	₹2463.06 Cr	-2.2%
Bajaj Finserv Large and Mid Cap Fund Regular Growth Low Risk	2.6%	1.0%	₹2463.06 Cr	-3.6%
PGIM India Large and Mid Cap Fund Regular Growth Very High Risk	2.5%	0.0%	₹830.84 Cr	-4.9%
PGIM India Large and Mid Cap Fund Direct Growth Very High Risk	0.9%	0.0%	₹830.84 Cr	-3.3%
WhiteOak Capital Large & Mid Cap Fund Direct Growth Very High Risk	0.9%	0.0%	₹2524.36 Cr	-0.0%
WhiteOak Capital Large & Mid Cap Fund Regular Growth Very High Risk	2.4%	0.0%	₹2524.36 Cr	-1.5%
LIC MF Large & Mid Cap Fund Direct Growth Very High Risk	1.7%	1.0%	₹3198.49 Cr	-3.2%
LIC MF Large & Mid Cap Fund Regular Growth Very High Risk	2.9%	1.0%	₹3198.49 Cr	-4.4%
Mirae Asset Emerging Bluechip Direct Growth Very High Risk	0.9%	1.0%	₹45811.35 Cr	-2.6%
HDFC Large and Mid Cap Fund Regular Growth Very High Risk	1.6%	1.0%	₹30294.02 Cr	-4.8%
Kotak Equity Opportunities Fund Direct Growth Very High Risk	0.7%	1.0%	₹32325.48 Cr	-4.0%
HDFC Large and Mid Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹30294.02 Cr	-4.1%
Quant Large and Mid Cap Fund Regular Growth Very High Risk	2.5%	1.0%	₹3487.47 Cr	5.0%
ICICI Prudential Large & Mid Cap Fund Direct Growth Very High Risk	1.3%	1.0%	₹33591.78 Cr	-5.6%
Bandhan Core Equity Fund Direct Growth Very High Risk	1.2%	1.0%	₹21020.50 Cr	0.2%
Invesco India Growth Opportunities Fund Direct Growth Very High Risk	0.8%	1.0%	₹12387.43 Cr	3.5%
Nippon India Vision Fund Direct Growth Very High Risk	1.5%	1.0%	₹7903.50 Cr	-4.2%
Edelweiss Large & Mid Cap Fund Direct Growth Very High Risk	0.4%	1.0%	₹4942.29 Cr	-0.5%
Mahindra Manulife Large & Mid Cap Fund Regular Growth Very High Risk	2.2%	1.0%	₹2929.22 Cr	-0.9%
Mahindra Manulife Large & Mid Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹2929.22 Cr	0.5%
Sundaram large and Mid Cap Fund Regular Growth Very High Risk	2.4%	1.0%	₹7543.73 Cr	2.0%
Motilal Oswal Large and Midcap Fund Regular Growth Very High Risk	1.9%	1.0%	₹20159.10 Cr	3.2%
Motilal Oswal Large and Midcap Fund Direct Growth Very High Risk	0.9%	1.0%	₹20159.10 Cr	4.3%
Invesco India Growth Opportunities Fund Regular Growth Very High Risk	1.9%	1.0%	₹12387.43 Cr	2.3%
Edelweiss Large & Mid Cap Fund Regular Growth Very High Risk	1.1%	1.0%	₹4942.29 Cr	-1.8%
Mirae Asset Emerging Bluechip Regular Growth Very High Risk	1.8%	1.0%	₹45811.35 Cr	-3.5%
UTI Core Equity Fund Direct Growth Very High Risk	1.1%	1.0%	₹6219.89 Cr	-2.4%
Aditya Birla Sun Life Equity Advantage Fund Direct Growth Very High Risk	1.3%	1.0%	₹5997.92 Cr	0.3%
Bank of India Large & Mid Cap Equity Fund Direct Growth Very High Risk	1.5%	1.0%	₹529.09 Cr	1.9%
Canara Robeco Emerging Equities Direct Growth Very High Risk	0.8%	1.0%	₹24578.35 Cr	-5.1%
SBI Large & Midcap Fund Direct Growth Very High Risk	0.8%	0.0%	₹42335.63 Cr	-1.9%
Sundaram large and Mid Cap Fund Direct Growth Very High Risk	1.4%	1.0%	₹7543.73 Cr	3.1%
Tata Large & Mid Cap Fund Direct Growth Very High Risk	0.8%	0.0%	₹7679.32 Cr	-9.1%

About the AMC

Motilal Oswal Mutual Fund

+91 22 39804263

https://www.motilaloswalmf.com/

Total AUM

₹1,76,330 Cr

Address

Motilal Oswal Tower, Mumbai, 400 025

Other Funds by Motilal Oswal Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund Direct Growth Very High Risk	-	1.0%	-	-
Motilal Oswal Nifty REITs & Realty Index Fund Direct Growth Very High Risk	-	1.0%	-	-
Motilal Oswal Quality Fund Direct Growth Very High Risk	-	1.0%	-	-
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Direct Growth Very High Risk	6.6%	1.0%	₹114.35 Cr	-
Motilal Oswal BSE Clean Environment Index Fund Direct Growth Very High Risk	1.9%	1.0%	₹47.05 Cr	-
Motilal Oswal Contra Fund Direct Growth Very High Risk	2.3%	1.0%	₹445.64 Cr	-
Motilal Oswal Multi Factor Passive Fund of Funds Direct Growth Very High Risk	0.8%	1.0%	₹30.47 Cr	-
Motilal Oswal Financial Services Fund Direct Growth Very High Risk	1.3%	1.0%	₹216.75 Cr	-
Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds Direct Growth Very High Risk	0.6%	1.0%	₹42.14 Cr	-
Motilal Oswal Consumption Fund Direct Growth Very High Risk	0.8%	1.0%	₹1184.73 Cr	-
Motilal Oswal Special Opportunities Fund Direct Growth Very High Risk	2.9%	1.0%	₹92.11 Cr	19.2%
Motilal Oswal BSE 1000 Index Fund Direct Growth Very High Risk	0.5%	1.0%	₹62.73 Cr	-4.8%
Motilal Oswal Services Fund Direct Growth Very High Risk	1.3%	1.0%	₹132.15 Cr	11.7%
Motilal Oswal Infrastructure Fund Direct Growth Very High Risk	1.6%	1.0%	₹149.69 Cr	2.6%
Motilal Oswal Active Momentum Fund Direct Growth Very High Risk	3.4%	1.0%	₹1154.95 Cr	25.4%
Motilal Oswal Innovation Opportunities Fund Direct Growth Very High Risk	1.4%	1.0%	₹793.08 Cr	10.3%
f Motilal Oswal Arbitrage Fund Direct Growth Low Risk	1.0%	0.0%	₹3486.36 Cr	7.0%
Motilal Oswal Nifty Capital Market Index Fund Direct Growth Very High Risk	0.7%	1.0%	₹679.15 Cr	17.8%
Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth Very High Risk	0.8%	1.0%	₹125.02 Cr	10.9%
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Direct Growth Very High Risk	1.0%	1.0%	₹53.64 Cr	1.4%
Motilal Oswal Nifty MidSmall Healthcare Index Fund Direct Growth Very High Risk	0.8%	1.0%	₹50.80 Cr	13.0%
Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct Growth Very High Risk	0.7%	1.0%	₹24.33 Cr	-11.3%
Motilal Oswal Digital India Fund Direct Growth Very High Risk	1.1%	1.0%	₹929.69 Cr	2.8%
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth Very High Risk	1.0%	1.0%	₹826.54 Cr	-0.5%
Motilal Oswal Business Cycle Fund Direct Growth Very High Risk	1.5%	1.0%	₹1547.14 Cr	-3.2%
Motilal Oswal Manufacturing Fund Direct Growth Very High Risk	2.0%	1.0%	₹699.72 Cr	-2.3%
Motilal Oswal Nifty India Defence Index Fund Direct Growth Very High Risk	0.6%	1.0%	₹5528.56 Cr	10.9%
Motilal Oswal Quant Fund Direct Growth Very High Risk	1.5%	1.0%	₹255.85 Cr	-6.8%
Motilal Oswal Multi Cap Fund Direct Growth Very High Risk	1.2%	1.0%	₹4676.55 Cr	9.1%
Motilal Oswal Large Cap Fund Direct Growth Very High Risk	1.0%	1.0%	₹3146.70 Cr	-5.3%
Motilal Oswal Small Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹8150.20 Cr	19.0%
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Direct Growth Very High Risk	0.1%	1.0%	₹39.09 Cr	24.4%
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth Very High Risk	0.6%	1.0%	₹2494.06 Cr	8.4%
Motilal Oswal Ultra Short Term Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹524.33 Cr	6.2%
Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth Very High Risk	0.5%	1.0%	₹66.87 Cr	-10.4%
Motilal Oswal Nifty Next 50 Index Fund Direct Growth Very High Risk	0.4%	1.0%	₹521.74 Cr	0.0%
Motilal Oswal Nifty 50 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹892.63 Cr	-9.7%
Motilal Oswal Large and Midcap Fund Direct Growth Very High Risk	0.9%	1.0%	₹20159.10 Cr	4.3%
Motilal Oswal S&P 500 Index Fund Direct Growth Very High Risk	0.6%	1.0%	₹4593.76 Cr	26.6%
Motilal Oswal Focused Fund Direct Growth Very High Risk	1.7%	1.0%	₹1827.16 Cr	24.4%
Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth Very High Risk	0.8%	1.0%	₹8353.54 Cr	34.0%
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth Very High Risk	0.5%	1.0%	₹35.75 Cr	12.4%
Motilal Oswal Midcap Fund Direct Growth Very High Risk	0.9%	1.0%	₹42851.59 Cr	-3.4%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Very High Risk	1.0%	1.0%	₹957.60 Cr	-6.1%
Motilal Oswal Equity Hybrid Fund Direct Growth Very High Risk	0.9%	1.0%	₹417.89 Cr	18.4%
Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive Direct Growth Very High Risk	1.1%	0.0%	₹160.24 Cr	-0.1%
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth High Risk	0.4%	1.0%	₹76.30 Cr	4.5%
Motilal Oswal Multi Asset Fund Direct Growth High Risk	0.7%	1.0%	₹93.80 Cr	-7.3%
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth Moderate Risk	0.4%	0.0%	₹61.47 Cr	2.9%
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth Very High Risk	0.4%	1.0%	₹1299.09 Cr	3.5%

Risk Level

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Still got questions?
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What is the current NAV of Motilal Oswal Large and Midcap Fund Direct Growth?

The NAV of Motilal Oswal Large and Midcap Fund Direct Growth, as of 09-Oct-2026, is ₹39.64.

What are the returns of Motilal Oswal Large and Midcap Fund Direct Growth?

The fund has generated 4.26% over the last 1 year and 20.96% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of Motilal Oswal Large and Midcap Fund Direct Growth?

The fund's allocation of assets is distributed as 96.99% in equities, 0.00% in bonds, and 3.01% in cash and cash equivalents.

Who manages the Motilal Oswal Large and Midcap Fund Direct Growth?

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

Varun Sharma
Swapnil Mayekar
Ajay Khandelwal
Ankit Agarwal
Rakesh Shetty

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Motilal Oswal Large and Midcap Fund Direct Growth

Fund Overview