Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
1M
6M
1Y
3Y
5Y
All
NAV: 16 Dec 2025
₹36.07
Rating
5
Min. SIP amount
₹500
Fund size
₹15,146.47Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (35)
See All
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity Large & MidCap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -6.5% | 25.4% | 24.6% | 23.1% |
| Category average | -3.3% | 16.9% | 18.2% | NA |
| Rank with in category | 36 | 1 | 1 | NA |
Understand terms
Peer Comparison
| Equity, Large & MidCap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | 5 | -6.5% | 25.4% | 15,146.47 |
Bandhan Large & Mid Cap Fund Direct Growth | 5 | 3.8% | 23.9% | 11,799.16 |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | 5 | 8.8% | 21.4% | 26,939.23 |
Nippon India Vision Large & Mid Cap Direct Growth | 4 | 0.8% | 21.0% | 6,866.18 |
SBI Large & Midcap Fund Direct Plan Growth | 4 | 6.0% | 18.1% | 37,044.60 |
Expense ratio, exit load and tax
Expense ratio: 0.69%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 365 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Fund management
Swapnil P MayekarNov 2025 - PresentView details
Swapnil P Mayekar
Nov 2025 - Present
View details
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.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NAWebsite
www.motilaloswalmf.com
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity Large & MidCap
Pros
Lower expense ratio: 0.69%
3Y and 5Y annualised returns higher than category average
Higher alpha: 9.83
The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y
Cons
1Y annualised returns lower than category average by 3.26%
Compare funds
Motilal Oswal Large and Midcap Fund Direct Growth
VS
Add mutual fund to compare