Can I invest in SIP and Lumpsum in Motilal Oswal Large and Midcap Fund (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Motilal Oswal Large and Midcap Fund (G). Minimum lumpsum investment Motilal Oswal Large and Midcap Fund (G) is ₹500 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Motilal Oswal Large and Midcap Fund (G) Direct Growth?

The latest NAV (Net Asset Value) of Motilal Oswal Large and Midcap Fund (G) is Motilal Oswal Large and Midcap Fund (G) is ₹27.63 as on 2025-03-07.

Which are the biggest stock holdings of Motilal Oswal Large and Midcap Fund (G)?

The 5 biggest stock holdings of Motilal Oswal Large and Midcap Fund (G) are: Zomato Ltd (6.52%), Bharti Airtel (6.04%), Trent (5.99%), HDFC Bank (3.51%), Kalyan Jewellers (3.47%)

What are the top sectors Motilal Oswal Large and Midcap Fund (G) invests in?

A majority of Motilal Oswal Large and Midcap Fund (G) 's AUM worth ₹7,624.82 (Cr) is invested in these 3 top sectors: Electrical Equipments : 19.70% Retailing : 16.92% Aerospace & Defense : 11.37%

Mutual Funds
Motilal Oswal Large and Midcap Fund (G)

Motilal Oswal Large and Midcap Fund (G)

Large & Mid Cap Fund

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NAV
27.63(0.83%)
Fund Size (CR)
₹8,446.92
Expense Ratio
1.74
Scheme Type
Active Fund
Value Research

Min. investment
₹500
Minimum Additional Investment
₹500
Minimum SIP Investment
₹100
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
20.75%

Absolute Return: -20.91%

Annualized Return: 0%

Basic Details

Scheme Manager

Ajay Khandelwal

Bench Mark

Nifty LargeMidcap 250 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	28 February 2025	10492.36	4.92%	-	3.08%	4/138
1 Month	7 February 2025	9172.24	-8.28%	-	-6.02%	133/138
3 Month	6 December 2024	7967.78	-20.32%	-	-13.70%	133/138
6 Month	6 September 2024	8573.06	-14.27%	-	-13.14%	96/130
1 Year	7 March 2024	11010.43	10.10%	10.10%	4.07%	10/130
3 Year	7 March 2022	19273.37	92.73%	24.42%	18.11%	6/120
5 Year	6 March 2020	26169.29	161.69%	21.19%	19.80%	29/115
Since Inception	17 October 2019	27633.20	176.33%	20.75%	13.88%	10/138

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 April 2024	1,20,000	110074.20	-8.27%	-8.27%
3 Year	1 April 2022	3,60,000	476983.47	32.50%	9.83%
5 Year	1 April 2020	6,00,000	1025838.31	70.97%	11.32%
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

5.19%

Standard Deviation

1.05%

Beta

0.70%

Sharpe Ratio

0.01%

Treynor's Ratio

3.18%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Zomato Ltd	6.52%	22380000	497.06	Equity	E-Commerce/App based Aggregator
Bharti Airtel	6.04%	2933519	460.62	Equity	Telecomm-Service
Trent	5.99%	941009	456.54	Equity	Retail
HDFC Bank	3.51%	1545083	267.67	Equity	Banks
Kalyan Jewellers	3.47%	5729922	264.87	Equity	Diamond, Gems and Jewellery
Coforge	3.39%	351593	258.85	Equity	IT - Software
CG Power & Ind	3.39%	4517078	258.65	Equity	Capital Goods - Electrical Equipment
Samvardh. Mothe.	3.32%	21345205	253.13	Equity	Auto Ancillaries
Amber Enterp.	3.28%	443656	249.72	Equity	Consumer Durables
Suzlon Energy	3.23%	49599629	246.56	Equity	Capital Goods - Electrical Equipment

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Invesco India Large & Mid Cap Fund-Dir (IDCW)	6249.90	-6.62%	-14.92%	-10.95%	11.53%	22.99%
Motilal Oswal Large and Midcap Fund - Dir (IDCW)	8446.92	-8.19%	-20.08%	-13.74%	11.52%	26.18%
Motilal Oswal Large and Midcap Fund - Dir (G)	8446.92	-8.19%	-20.08%	-13.74%	11.52%	26.18%
Invesco India Large & Mid Cap Fund-Dir (G)	6249.90	-6.62%	-14.92%	-10.96%	11.51%	22.99%
LIC MF Large & Mid Cap Fund - Direct (G)	2915.53	-4.73%	-13.16%	-12.98%	10.57%	17.36%

News

Motilal Oswal MF announces change in fund manager under its scheme

Motilal Oswal Mutual Fund has announced change in fund managers under the following schemes, with effect from March 06, 2025.

Change in Fund Management Responsibilities:

Name of the Scheme	Existing Structure for Equity Component	Revised Structure for Equity Component
Motilal Oswal Balanced Advantage Fund	Ajay Khandelwal Atul Mehra	Niket Shahl Ajay Khandelwall Atul Mehra

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Motilal Oswal MF launches Active Momentum Fund
Motilal Oswal Mutual Fund has announced the launch of its new open-ended equity scheme, the Motilal Oswal Active Momentum Fund, designed to capitalize on market momentum for long-term capital appreciation.
The new fund offer (NFO) is currently open for subscription and will close on 10 March 2025, with the scheme reopening for continuous sale and repurchase on 21 March 2025.
The fund's primary objective is to generate long-term growth by investing predominantly in equity and equity-related instruments, utilizing a momentum factor-based approach for stock selection. The fund will be benchmarked against the Nifty 500 Total Return Index.
The fund will employ a proprietary momentum strategy based on Motilal Oswal's QGLP (Quality, Growth, Longevity & Price) framework. Stock selection will be driven by momentum scores, with governance and fundamental screening implemented.
The fund will maintain a diversified portfolio of approximately 30 stocks, selected from the top 500 companies by market capitalization. These stocks will be equal-weighted and rebalanced monthly based on momentum scores. The fund will be managed by Ajay Khandelwal, Varun Sharma, and Rakesh Shetty.
The minimum investment amount for both lumpsum and monthly SIP is Rs 500. An exit load of 1% will be applicable if units are redeemed within three months of allotment, with no exit load thereafter. The fund will allocate 80-100% to equity and equity-related instruments related to the momentum theme. As with all equity investments, this fund carries market risk.
With its dynamic, momentum-driven approach, the Motilal Oswal Active Momentum Fund aims to outperform the Nifty500 Momentum 50 TRI index, making it an attractive choice for investors seeking equity exposure with a data-backed momentum strategy.
Momentum investing can yield significant returns in trending markets, but it is crucial to understand the potential for volatility during market downturns. The fund's monthly rebalancing and use of the QGLP framework are designed to mitigate some of these risks.

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Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 17 February 2025

Change in Exit Load:

Name of the Scheme	Existing Exit Load Structure	Revised Load Structure
Motilal Oswal Large Cap Fund Motilal Oswal Large and Midcap Fund Motilal Oswal Flexi Cap Fund Motilal Oswal Multi Cap Fund Motilal Oswal Midcap Fund	1% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment.	1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment.
Motilal Oswal Small Cap Fund Motilal Oswal Focused Fund Motilal Oswal Business Cycle Fund Motilal Oswal Balanced Advantage Fund Motilal Oswal Multi Asset Fund	Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.	Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme.
Motilal Oswal Manufacturing Fund Motilal Oswal Digital India Fund	1% - If redeemed on or before 3 Months from the date of allotment. Nil - If redeemed after 3 Months from the date of allotment.	1% - If redeemed on or before 90 days from the date of allotment. Nil - If redeemed after 90 days from the date of allotment.

Name of the Scheme

Existing Exit Load Structure

Revised Load Structure

Motilal Oswal Large Cap Fund

Motilal Oswal Large and Midcap Fund

Motilal Oswal Flexi Cap Fund

Motilal Oswal Multi Cap Fund

Motilal Oswal Midcap Fund

1% - If redeemed on or before 1 year from the date of allotment.

Nil - If redeemed after 1 year from the date of allotment.

1% - If redeemed on or before 365 days from the date of allotment.

Nil - If redeemed after 365 days from the date of allotment.

Motilal Oswal Small Cap Fund

Motilal Oswal Focused Fund

Motilal Oswal Business Cycle Fund

Motilal Oswal Balanced Advantage Fund

Motilal Oswal Multi Asset Fund

Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

Motilal Oswal Manufacturing Fund

Motilal Oswal Digital India Fund

1% - If redeemed on or before 3 Months from the date of allotment.

Nil - If redeemed after 3 Months from the date of allotment.

1% - If redeemed on or before 90 days from the date of allotment.

Nil - If redeemed after 90 days from the date of allotment.

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Fund House Details & Investment Objective

Date of Incorporation

27 September 2019

Total AUM (Cr)

₹7624.82

Motilal Oswal Large and Midcap Fund (G) is an Large & Mid Cap Fund-oriented fund from the renowned AMC, Motilal Oswal Mutual Fund. Launched in 27 September 2019, this fund is managed by Ajay Khandelwal. With assets under management (AUM) worth ₹7,624.82 (Cr), as of 7 March 2025, Motilal Oswal Large and Midcap Fund (G) is categorized as a Large & Mid Cap Fund within its segment. The fund has generated a return of 20.75% since its launch.
The current NAV of Motilal Oswal Large and Midcap Fund (G) is ₹27.63, as on 7 March 2025. The fund's benchmark index is Nifty LargeMidcap 250 TRI. You can invest in Motilal Oswal Large and Midcap Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment. The fund has generated 24.42% and 21.19% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 97.92% in Equity, 0.80% in Debt and 1.28% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 19.70% in Electrical Equipments, 16.92% in Retailing, 11.37% in Aerospace & Defense, 8.90% in Consumer Durables, 7.01% in Capital Markets

FAQs

How to Invest in Motilal Oswal Large and Midcap Fund (G) Direct Growth?

Motilal Oswal Large and Midcap Fund (G) is a popular fund in the Large & Mid Cap Fund segment. The fund has generated a return of 20.75% since inception. Looking to invest in Motilal Oswal Large and Midcap Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Motilal Oswal Large and Midcap Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Motilal Oswal Large and Midcap Fund (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Motilal Oswal Large and Midcap Fund (G) today and reap the benefits of this Large & Mid Cap Fund fund!

How much returns has Motilal Oswal Large and Midcap Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, Motilal Oswal Large and Midcap Fund (G) has generated annualised return of 10.10%. In the long-term, the fund has generated 24.42% and 21.19% in 3 and 5 years respectively. Since its inception, the fund has generated 20.75% returns.

What is the expense ratio of Motilal Oswal Large and Midcap Fund (G) Direct Growth?

The expense ratio of Motilal Oswal Large and Midcap Fund (G) Direct Growth is 1.74%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Motilal Oswal Large and Midcap Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of Motilal Oswal Large and Midcap Fund (G) is ₹7,624.82 (Cr) as of 2025-03-07 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Motilal Oswal Large and Midcap Fund (G) Direct Growth?

Redeeming or selling units of Motilal Oswal Large and Midcap Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Motilal Oswal Large and Midcap Fund (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Motilal Oswal Large and Midcap Fund (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).