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Motilal Oswal Large and Midcap Fund IDCW

Last Updated NAV Date: 10 Sep 2026

3 Year Returns

21.32%

NAV (₹)

26.7832

1 Day NAV Change

-0.22%

Motilal Oswal Large and Midcap Fund IDCW is a scheme from Motilal Oswal Mutual Fund AMC, launched on 17 Oct 2019 and currently managing ₹ 20159.10 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹100 and a lump sum of ₹500. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.

No chart data available for this period.

Motilal Oswal Large and Midcap Fund IDCW Fund Details

Min. SIP Amount₹ 100
Min. Lumpsum Amount₹ 500
AUM₹ 20159.10 Cr
Expense Ratio1.87%
Lock-in PeriodNo Lock-in Period
Inception Date17 Oct 2019
Fund Age6 Yrs

Exit Load

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

Fund’s Investment Objective

The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Calculate Your Mutual Fund Returns

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

4,12,432

Invested Amount

3,00,000

Est. Returns

1,12,432

Scheme’s Historical Return

1 Month Return3.07%
3 Month Return9.45%
6 Month Return19.22%
1 Year Return11.24%
3 Year Return21.32%
5 Year Return17.86%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Motilal Oswal Large and Midcap Fund IDCW Sector Holdings

Last Updated: 31 Aug 2026
SectorsAllocationWeightageValue (in Cr.)
Capital Goods - Electrical Equipment
16.63%3,351.984
Finance
12.38%2,495.99
E-Commerce/App based Aggregator
11.88%2,394.184
Aerospace & Defence
7.82%1,576.258
Others
7.03%1,416.415
Automobile
6.59%1,328.954
Trading
5.05%1,018.152
Castings, Forgings & Fastners
4.82%972.293
Financial Services
4.81%969.851
Chemicals
4.39%884.598

Motilal Oswal Large and Midcap Fund IDCW Stock Holdings

Last Updated: 31 Aug 2026
NameAllocationWeightageValue (in Cr.)Sector
One 97
6.15%1,239.388E-Commerce/App based Aggregator
Eternal
5.37%1,082.73E-Commerce/App based Aggregator
Shriram Finance
4.81%970.346Finance
PTC Industries
4.68%943.027Castings, Forgings & Fastners
Multi Comm. Exc.
4.67%940.659Financial Services
Gujarat Fluoroch
4.26%857.972Chemicals
Muthoot Finance
4.23%851.772Finance
Apar Inds.
4.03%812.763Capital Goods - Electrical Equipment
Premier Energies
3.68%741.272Trading
Ather Energy
3.56%717.832Automobile

Fund Manager Details

Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010. M.Com from Mumbai University and Advanced Diploma in Business Administration from Welingkar, Mumbai

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Motilal Oswal Mutual Fund

Funds Managed

91

Assets Managed

₹ 1,53,489.01 Cr

Contact Details

Registered Address

Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025

Managing Director

Prateek Agrawal

Chief Executive Officer

Prateek Agrawal

Compliance Officer

Ms. Aparna Karmase

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from Motilal Oswal Large and Midcap Fund IDCW through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for Motilal Oswal Large and Midcap Fund IDCW is ₹ 500 for Lumpsum and ₹ 100 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
Motilal Oswal Large and Midcap Fund IDCW has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of Motilal Oswal Large and Midcap Fund IDCW over the past three years is 21.32%.
The current NAV of Motilal Oswal Large and Midcap Fund IDCW is 26.7832.
The Expense ratio of Motilal Oswal Large and Midcap Fund IDCW is 1.87%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the Motilal Oswal Large and Midcap Fund IDCW fund is ₹ 20159.10 Cr. It represents the total assets held and managed by the fund.
The exit load for Motilal Oswal Large and Midcap Fund IDCW is 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 managers of the Motilal Oswal Large and Midcap Fund IDCW are Swapnil Mayekar, Varun Sharma, Ajay Khandelwal, Ankit Agarwal, Rakesh Shetty. However, with management's discretion, the fund manager could also change during the tenure.
Motilal Oswal Large and Midcap Fund IDCW was launched on 17 Oct 2019. Since then, the fund has formed an NAV (Net Asset Value) of 26.7832.

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