Motilal Oswal Large and Midcap Fund - Direct Plan - Growth

Motilal Oswal Mutual Fund · Large & Mid Cap fund · Direct · Growth5/5 ★

NAV · as of 11/09/2026

41.87

+0.60%

+12.98%

Key stats

Expense ratio: 0.89%
AUM: ₹18.44 K Cr
Launched: 17/10/2019
Fund manager: Varun Sharma; Swapnil Mayekar; Ajay Khandelwal; Ankit Agarwal; Rakesh Shetty
Portfolio turnover: 0.09%
Risk: Very High Risk
Min lump-sum: ₹500
Min SIP: ₹500/mo
Fresh lump-sum: Accepted
Fresh SIP: Accepted

NAV history

Motilal Oswal Large and Midcap Fund - Direct Plan - Growth

13/08/2026 to 11/09/2026

O - H - L -

1W+1.56%

1M+2.55%

3M+9.09%

6M+25.79%

1Y+12.98%

3Y+23.25%

5Y+19.25%

MAX+309.47%

Top holdings

35 disclosed

1.
Eternal Ltd
Consumer Cyclical
5.41%
2.
One97 Communications Ltd
Technology
5.26%
3.
Shriram Finance Ltd
Financial Services
4.72%
4.
Muthoot Finance Ltd
Financial Services
4.57%
5.
Gujarat Fluorochemicals Ltd Ordinary Shares
Basic Materials
4.39%
6.
Multi Commodity Exchange of India Ltd
Financial Services
4.18%
7.
PTC Industries Ltd
Industrials
4.10%
8.
Premier Energies Ltd
Technology
3.96%
9.
Apar Industries Ltd
Industrials
3.86%
10.
Suzlon Energy Ltd
Industrials
3.65%
11.
Billionbrains Garage Ventures Ltd
Financial Services
3.48%
12.
OneSource Specialty Pharma Ltd
Healthcare
3.36%
13.
Zen Technologies Ltd
Industrials
3.33%
14.
CG Power & Industrial Solutions Ltd
Industrials
3.19%
15.
Titan Co Ltd
Consumer Cyclical
3.17%
16.
Waaree Energies Ltd
Technology
3.11%
17.
GE Vernova T&D India Ltd
Industrials
3.11%
18.
Ola Electric Mobility Ltd
Consumer Cyclical
2.91%
19.
Ather Energy Ltd
Consumer Cyclical
2.90%
20.
Jain Resource Recycling Ltd
Basic Materials
2.72%
21.
Sterlite Technologies Ltd
Technology
2.62%
22.
Samvardhana Motherson International Ltd
Consumer Cyclical
2.55%
23.
Bharat Electronics Ltd
Industrials
2.48%
24.
Apollo Hospitals Enterprise Ltd
Healthcare
2.31%
25.
Bharat Dynamics Ltd Ordinary Shares
Industrials
2.24%
26.
Bajaj Finance Ltd
Financial Services
2.17%
27.
V2 Retail Ltd
Consumer Cyclical
1.87%
28.
Amber Enterprises India Ltd Ordinary Shares
Consumer Cyclical
1.85%
29.
Cemindia Projects Ltd
Industrials
1.44%
30.
Adani Enterprises Ltd
Energy
1.41%
31.
Religare Enterprises Ltd
Financial Services
1.36%
32.
Meesho Ltd
Consumer Cyclical
1.34%
33.
Triparty Repo
0.60%
34.
IndusInd Bank Ltd
Financial Services
0.38%
35.
Net Receivables / (Payables)
0.01%

Sector allocation

Industrials27.41%
Consumer Cyclical22.00%
Financial Services20.85%
Technology14.95%
Basic Materials7.11%
Healthcare5.66%
Energy1.41%
Unclassified0.61%

Comparable peers

Motilal Oswal Large & Midcap Growth Direct Plan
Motilal Oswal Large & Midcap (G) · ₹18.44 K Cr AUM
1Y+12.98%
3Y+22.60%
-
HSBC Large & Mid Cap Growth Direct Plan
HSBC Large & Mid Cap (G) · ₹5.93 K Cr AUM
1Y+11.60%
3Y+17.36%
-
Invesco India Large & Mid Cap Growth Direct Plan
Invesco India Large & Mid Cap (G) · ₹11.75 K Cr AUM
1Y+9.38%
3Y+22.79%
-
Bandhan Large & Mid Cap Growth Direct Plan
Bandhan Large & Mid Cap (G) · ₹19.78 K Cr AUM
1Y+5.06%
3Y+17.69%
-
ICICI Prudential Large & Mid Cap Growth Direct Plan
ICICI Pru Large & Mid Cap (G) · ₹32.71 K Cr AUM
1Y+3.35%
3Y+15.64%
-

Investment objective

The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.

Scheme details

Scheme code: 147704
Fund house: Motilal Oswal Mutual Fund
Category: Open Ended
Type: Equity Scheme
Sub-category: Large & Mid Cap fund
Plan: Direct
Return type: Growth
ISIN (Growth): INF247L01999
ISIN (Div. Reinvest): -
Tradable on exchange: No

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