Motilal Oswal Large and Midcap Fund - Regular Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Large & Mid Cap Fund

Fund House : Motilal Oswal Mutual Fund

Scheme Objective

To provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.

Scheme Details

Fund manager(s) – Niket Shah , Atul Mehra , Rakesh Shetty , Ajay Khandelwal
Launch date – 17-Oct-2019
Expense ratio – 1.72% as declared on 31-Jul-2025 (category average is 1.91%)
Benchmark - Nifty LargeMidcap 250 TRI

Min SIP amount - ₹500
Min investment amount (one time- first time) - ₹500
Min investment amount (addtional purchase) - ₹500
Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Asset Monitor

Total AUM for this Scheme (Cr)

Category Total AUM (Cr)

% of Assets in Category

2025

12427.89

0.00

0.00%

Jul - 2025	12427.89	0.00%
Jun - 2025	11816.30	0.00%
May - 2025	10840.40	0.00%
Apr - 2025	9176.39	0.00%
Mar - 2025	8712.99	0.00%
Feb - 2025	7624.82	0.00%
Jan - 2025	8446.92	0.00%

2024

9001.07

0.00

0.00%

Dec - 2024	9001.07	0.00	0.00%
Nov - 2024	7710.01	0.00	0.00%
Oct - 2024	6840.21	0.00	0.00%
Sep - 2024	6500.18	0.00	0.00%
Aug - 2024	5810.75	0.00	0.00%
Jul - 2024	5335.94	0.00	0.00%
Jun - 2024	4942.82	0.00	0.00%
May - 2024	4293.00	224028.40	1.92%
Apr - 2024	4036.22	218199.08	1.85%
Mar - 2024	3663.46	206004.43	1.78%
Feb - 2024	3476.97	200897.47	1.73%
Jan - 2024	3297.45	194251.12	1.70%

2023

3025.40

187948.72

1.61%

Dec - 2023	3025.40	187948.72	1.61%
Nov - 2023	2727.40	174033.53	1.57%
Oct - 2023	2390.37	159965.17	1.49%
Sep - 2023	2337.62	163345.88	1.43%
Aug - 2023	2080.51	159311.27	1.31%
Jul - 2023	1952.85	155983.60	1.25%
Jun - 2023	1829.16	148315.10	1.23%
May - 2023	1683.37	140650.74	1.20%
Apr - 2023	1543.35	133777.76	1.15%
Mar - 2023	1487.86	127879.76	1.16%
Feb - 2023	1415.71	126625.26	1.12%
Jan - 2023	1391.82	126578.02	1.10%

2022

1404.56

127844.20

1.10%

Dec - 2022	1404.56	127844.20	1.10%
Nov - 2022	1406.03	130207.02	1.08%
Oct - 2022	1378.19	125251.44	1.10%
Sep - 2022	1335.34	120191.70	1.11%
Aug - 2022	1328.96	121309.42	1.10%
Jul - 2022	1258.30	115759.91	1.09%
Jun - 2022	1117.93	104432.57	1.07%
May - 2022	1165.02	107351.41	1.09%
Apr - 2022	1183.62	109490.56	1.08%
Mar - 2022	1167.91	108657.78	1.07%
Feb - 2022	1136.94	101899.50	1.12%
Jan - 2022	1148.11	105442.29	1.09%

2021

1095.28

102841.07

1.07%

Dec - 2021	1095.28	102841.07	1.07%
Nov - 2021	1027.32	95486.60	1.08%
Oct - 2021	983.45	96806.72	1.02%
Sep - 2021	852.27	94989.65	0.90%
Aug - 2021	819.23	92219.56	0.89%
Jul - 2021	761.59	87874.48	0.87%
Jun - 2021	697.11	83545.27	0.83%
May - 2021	659.30	79668.30	0.83%
Apr - 2021	611.54	74097.65	0.83%
Mar - 2021	601.74	72610.38	0.83%
Feb - 2021	585.79	71152.71	0.82%
Jan - 2021	529.85	65093.03	0.81%

2020

536.99

65570.59

0.82%

Dec - 2020	536.99	65570.59	0.82%
Nov - 2020	538.41	62807.34	0.86%
Oct - 2020	488.94	56548.24	0.86%
Sep - 2020	475.78	55147.62	0.86%
Aug - 2020	475.84	54569.04	0.87%
Jul - 2020	459.99	52069.50	0.88%
Jun - 2020	438.10	49637.44	0.88%
May - 2020	405.49	45858.37	0.88%
Apr - 2020	400.97	46340.06	0.87%
Mar - 2020	346.95	40450.01	0.86%
Feb - 2020	431.20	53476.71	0.81%
Jan - 2020	399.25	55204.24	0.72%

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 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 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Motilal Oswal Asset Management Company Limited

Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi,Mumbai Mumbai 400025
Tel no.: 022-40548002
Fax no.: 022-30896884
Website.: www.motilaloswalmf.com

Forum

hunch
MF Investment Help
Follow

18 days ago

JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss View more

Posted by : hunch
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss
  
  Repost Cancel
You will now receive notification when someone reply to this message.
shravanashok
MF Investment Help
Follow

34 days ago

need your suggestion for sbi psu fund direct growth stay or switch View more

Posted by : shravanashok
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  need your suggestion for sbi psu fund direct growth stay or switch
  
  Repost Cancel
You will now receive notification when someone reply to this message.
The Fixed Income
Bonds
Follow

2 hrs ago

Anchor Your Investments with a Trusted PSU Bond India Infrastructure Finance Company Limited – 2037 Bonds now listed on The Fixed Income ✔️ Coupon: 9.41% p.a. ✔️ Rating: CARE AAA Stable ✔️ Tenor: 11 years 10 months (Maturity: Jul 27, 2037) ✔️ Secured | PSU Bond | High Return | Listed Leverage the reliability of a long-term PSU bond that combines robust security with high returns—ideal for investors focused on steady and sustained wealth growth. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dUJHdFp3PT0=/941-india-infrastructure-finance-company-limited-2037?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

Posted by : The Fixed Income
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  Anchor Your Investments with a Trusted PSU Bond India Infrastructure Finance Company Limited – 2037 Bonds now listed on The Fixed Income ✔️ Coupon: 9.41% p.a. ✔️ Rating: CARE AAA Stable ✔️ Tenor: 11 years 10 months (Maturity: Jul 27, 2037) ✔️ Secured | PSU Bond | High Return | Listed Leverage the reliability of a long-term PSU bond that combines robust security with high returns—ideal for investors focused on steady and sustained wealth growth. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dUJHdFp3PT0=/941-india-infrastructure-finance-company-limited-2037?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
  Repost Cancel
You will now receive notification when someone reply to this message.
sunny85deol
MF Investment Help
Follow

84 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

Posted by : sunny85deol
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV.
  
  Repost Cancel
You will now receive notification when someone reply to this message.
Progrowth Finwealth
MF Investment Help
Follow

84 days ago

Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time View more | 1

Posted by : Progrowth Finwealth
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time
  
  Repost Cancel
You will now receive notification when someone reply to this message.
h_purandare
MF Investment Help
Follow

90 days ago

Why are the NAVs of Indian Debt Mutual Funds going down after the rate cut View more

Posted by : h_purandare
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  Why are the NAVs of Indian Debt Mutual Funds going down after the rate cut
  
  Repost Cancel
You will now receive notification when someone reply to this message.

+ See More

Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347