Motilal Oswal Large and Midcap Fund
Current NAV
₹39.89
1Y Return
+6.6%
3Y Return
+25.6%
5Y Return
+21.2%
AUM
₹17,663 Cr
Expense Ratio (Direct)
--
Category
Large & Mid Cap
Top Holdings
Top 20 of 27 stocks held by this fund as of May 2026 (Source: AMC monthly disclosure)
Muthoot Finance Limited
Finance
CG Power and Industrial Solutions Limited
Electrical Equipment
Zomato Ltd
Retailing
MULTI COMMODITY EXCHANGE OF IND LTD
Capital Markets
Shriram Finance Limited
Finance
Suzlon Energy Ltd.
Electrical Equipment
Premier Energies Limited
Electrical Equipment
One Source Specialty Pharma Ltd
Pharmaceuticals & Biotechnology
Waaree Energies Limited
Capital Markets
SAMVARDHANA MOTHERSON INTL LTD
Auto Components
Ather Energy Limited
Automobiles
One 97 Communications Limited
Financial Technology (Fintech)
Zen Technologies Limited
BILLIONBRAINS GARAGE VENTURES LIMITED (GROWW)
Capital Markets
Bharat Electronics Limited
Aerospace & Defense
Amber Enterprises India Limited
Consumer Durables
Gujarat Fluorochemicals Ltd.
Chemicals & Petrochemicals
Titan Co Ltd
Consumer Durables
OLA ELECTRIC MOBILITY LIMITED
Automobiles
APOLLO HOSPITALS ENTERPRISE LT
Healthcare Services
📋 All returns shown are for Direct-Growth plan. Data from AMC monthly portfolio disclosure.
SIP in Motilal Oswal Large and Midcap Fund
If you had invested ₹10,000/month via SIP:
1 Year SIP
₹123,960
Invested: ₹1,20,000
3 Year SIP
₹452,160
Invested: ₹3,60,000
5 Year SIP
₹854,400
Invested: ₹6,00,000
Invest in Motilal Oswal Large and Midcap Fund
Start SIP from ₹500/month on these platforms
Portfolio Overlap
Funds that share the most stock holdings with Motilal Oswal Large and Midcap Fund.
View full overlap analysis →More Large & Mid Cap Funds
About Large & Mid Cap Funds
Large & Mid Cap mutual funds are a category defined by SEBI (Securities and Exchange Board of India) under their mutual fund categorization framework. These funds invest primarily in equities that match the large & mid cap profile, with specific allocation mandates that fund managers must follow. The category determines the fund's risk-return characteristics and its suitability for different investor profiles.
When evaluating a Large & Mid Cap fund like Motilal Oswal Large and Midcap Fund, key metrics to consider include: 3-year and 5-year CAGR (rolling returns are more reliable than point-to-point), expense ratio (Direct plans have lower costs), portfolio turnover, standard deviation (volatility measure), Sharpe ratio (risk-adjusted returns), and alpha generation over benchmark. A fund that consistently beats its benchmark index over multiple market cycles is a strong candidate.
For long-term wealth creation, Large & Mid Cap funds work best with a systematic investment plan (SIP) over 5+ years. SIP helps average out market volatility through rupee cost averaging. Lump sum investments are better timed during market corrections. Always ensure your mutual fund portfolio is diversified across 3-4 categories rather than concentrating in a single fund type. Consult a SEBI-registered investment advisor for personalized advice based on your financial goals and risk appetite.
Frequently Asked Questions
Is Motilal Oswal Large and Midcap Fund good for SIP?
Motilal Oswal Large and Midcap Fund is a Large & Mid Cap fund with high risk. For SIP investors, consistency of returns matters more than absolute returns. Check the fund's rolling returns and standard deviation before committing to a SIP. Large & Mid Cap funds are generally suitable for SIP with a minimum 5-year investment horizon for optimal results.
What is the risk level of this fund?
Motilal Oswal Large and Midcap Fund is categorized as high risk as per SEBI's riskometer methodology. This assessment considers market cap allocation, sector concentration, and historical portfolio volatility. Higher risk funds may deliver better long-term returns but expect 20-40% drawdowns during market corrections.
How to invest in this fund?
You can invest in Motilal Oswal Large and Midcap Fund (Direct-Growth plan) through platforms like Groww, Zerodha Coin, Kuvera, or directly from the AMC website. Minimum SIP amount starts at ₹500/month on most platforms. Complete KYC (PAN + Aadhaar verification) is mandatory before your first investment.
What are the tax implications?
For equity mutual funds in India: Short-term capital gains (units held less than 1 year) are taxed at 20%. Long-term capital gains (held more than 1 year) above ₹1.25 lakh in a financial year are taxed at 12.5%. ELSS funds have a mandatory 3-year lock-in period. Dividend income from mutual funds is added to your income and taxed at your applicable slab rate.