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Why Motilal Oswal Large And Midcap Fund?

About Fund

Source: MOAMC Internal. The usage of the terms Hi-Quality and Hi- Growth Portfolios purely depicts Motilal Oswal AMC’s internal fund management strategy / process which is based on qualitative and qua... Read more

Performance

About Fund

The above mentioned data is just for explanatory purpose and should not be used for development or implementation of an investment strategy. Past performance may or may not be sustained in future.

Portfolio Construct

About Fund

Souce: MOAMC Internal. Data as on 28th Nov 2025. The above mentioned data is just for explanatory purpose and should not be used for development or implementation of an investment strategy.

Unpacking the Motilal Oswal Large and Midcap fund

A detailed fund walkthrough

Motilal Oswal Large and Midcap Fund
  • Fund Details

  • Periodic Returns

  • Portfolio

  • Product Label

  • Downloads

Fund Name

Motilal Oswal Large and Midcap Fund

Plans

Regular Plan and Direct Plan

Benchmark

Nifty Large Midcap 250 TRI

Minimum Application Amount

₹ 500/- and in multiples of ₹ 1/- thereafter

Minimum Redemption Amount

₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower.

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.

 

Type

Large and Midcap Fund - An open ended equity scheme investing in both large cap and mid cap stocks

Entry load

Nil

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. 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.

Fund Managers

Ajay Khandelwal

Ajay Khandelwal

Executive Group Vice
President

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Rakesh Shetty

Rakesh Shetty

Fund Manager/Dealer

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Atul Mehra

Atul Mehra

Vice President

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Swapnil Mayekar

Swapnil Mayekar

Fund Manager

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