MO
Motilal Oswal Large and Midcap Fund Direct Growth
Latest NAV
+5.56% 1Y
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Benchmark: Nifty LargeMidcap 250 TRI
Expense ratio
0.92%
AUM
₹20,159 Cr
Min SIP
₹500
Min lump sum
₹500
1Y
+5.56%
3Y (ann.)
+20.52%
5Y (ann.)
+18.20%
Launched
Oct 2019
Where the NAV sits & how risky it is
₹39.47
52-week range
at 74%
₹39.47
Low 31 Mar 2026₹32.44
High 31 Aug 2026₹41.92
Risk level
Very High
Low
Very high
NAV history
22 Oct 2019
Since inception
01 Oct 2026
Returns by period
1W
-3.35%
1M
-4.49%
3M
-0.64%
6M
+18.01%
1Y
+5.56%
3Y
+20.52%
5Y
+18.20%
3Y and 5Y returns are annualised.
Return calculator
You invest
—
Est. gain
—
Est. value
—
Invested Gain
Invested
Projected value
min SIP ₹500
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
AS OF 31 MAY 2026
Equity 98.68%
Cash & other 1.32%
Sector split
Country split
Top 5 hold 25.0%
Top 10 hold 45.3%
30 equity holdings
Equity holdings
| # | Holding | Sector | Country | Weight | YTD |
|---|---|---|---|---|---|
| 1 | Muthoot Finance
INE414G01012 |
Financial Services Credit Services |
India |
5.37%
|
-23.39% |
| 2 | CG Power & Industrial Solutions
INE067A01029 |
Industrials Electrical Equipment & Parts |
India |
5.27%
|
+39.32% |
| 3 | Eternal
INE758T01015 |
Consumer Cyclical Internet Retail |
India |
5.05%
|
-15.41% |
| 4 | MCX
INE745G01043 |
Financial Services Financial Data & Stock Exchanges |
India |
5.03%
|
+24.77% |
| 5 | Shriram Finance
INE721A01047 |
Financial Services Credit Services |
India |
4.29%
|
-11.04% |
| 6 | Suzlon Energy
INE040H01021 |
Industrials Specialty Industrial Machinery |
India |
4.21%
|
+1.18% |
| 7 | Premier Energies
INE0BS701011 |
Technology Solar |
India |
4.15%
|
+25.72% |
| 8 | Onesource Specialty Pharma
INE013P01021 |
Healthcare Biotechnology |
India |
4.05%
|
-8.79% |
| 9 | PTC Industries
INE596F01018 |
Industrials Metal Fabrication |
India |
3.99%
|
-1.97% |
| 10 | Waaree Energies
INE377N01017 |
Technology Solar |
India |
3.86%
|
+1.54% |
About this scheme
The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Fund manager(s): Swapnil Mayekar, Varun Sharma, Ajay Khandelwal, Ankit Agarwal, Rakesh Shetty
Exit load: Exit load of 1%, if redeemed within 365 days.
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
17 Oct 2019
Lump-sum min
₹500
SIP
Purchase
Switch
STP
SWP
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