Overview ( as on 10/03/26 )

NAV
₹24.16
Last change
₹0.47 +0.02%
Fund Size (AUM)
14601.65 Cr
Performance
18.33% (5Y)

Fund Details

logo
Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl
as of 10/03/26
AUM

14601.65 Cr

Expense Ratio

1.69 %

Benchmark

Nifty LargeMidcap 250 TR INR

ISIN

INF247L01973

Fund Manager

Rakesh Shetty

Exit Load

1.0% if redeemed within 0-1 years

0% if redeemed after 1 years

Fund Performance 1Y 3Y 5Y
Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl 16.25% 23.08% 18.33%
Nifty LargeMidcap 250 TR INR 20.12% 20.59% 17.09%

Top 10 Holdings

Eternal Ltd
5.05%

Shriram Finance Ltd
5.01%

Multi Commodity Exchange of India Ltd
4.99%

CG Power & Industrial Solutions Ltd
4.81%

Apar Industries Ltd
4.79%

Bharat Electronics Ltd
4.47%

Muthoot Finance Ltd
4.43%

PTC Industries Ltd
4.36%

Billionbrains Garage Ventures Ltd
4.2%

Waaree Energies Ltd
3.86%

Sector Allocation

Financial
28.73%

Industrials
28.05%

Consumer Cyclical
23.09%

Technology
10.51%

Basic Materials
3.51%

Real Estate
3.07%

Healthcare
3.04%

Asset Allocation

  • 98%

    Equity

  • 2%

    Others

  • 0%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

Investment Performance

If you invested in this fund:
₹
In the past (time duration):
Calculate
Total value today:
Returns:
₹ 0
+0%
If you invested in this fund:
₹
In the past (time duration):
Calculate
Total value today:
Returns:
₹ 0
+0%
Minimum SIP
500.0
Minimum Lumpsum
1000
Start Investing

Mutual funds by category

Expert Thoughts

...
General

Tools To Use On Fisdom for Personal Finance

...
Investment

SIPs and The Butterfly Effect

...
Personal Finance

The Optimistic Route: Mutual Funds