Motilal Oswal Large and Midcap Reg-IDCW

Fund Category: Large & MidCap

Fund Category Large & MidCap

Very High Equity IDCW

5 Morning Star

5 Value Research

NAV( 29 Aug 2025)

₹ 24.83

-2.8%

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Motilal Oswal Large and Midcap Reg-IDCW

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Performance

25.75%3y Returns

0.12% 1D Returns

Investment details

Min SIP amount

₹ 500
Min Lumpsum

₹ 500
Lock In

0
Expense ratio

1.72%
Exit load

1% Exit load of 1%, if redeemed within 365 days.

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 12,428 Cr
Plan

REGULAR
Launch date

27 Sep 2019
Fund type

OPEN
Fund benchmark

NIFTY Large Midcap 250 Total Return Index
ISIN

INF247L01981

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
PTC Industries Ltd	3.27%
Muthoot Finance Ltd	1.81%
Premier Energies Ltd	2.93%
Apar Industries Ltd	3.66%
GE Vernova T&D India Ltd	3.22%
Kaynes Technology India Ltd	2.48%
Religare Enterprises Ltd	2.42%
Cholamandalam Investment & Finance Company Ltd	3.61%
Net Receivables	0.81%
CG Power & Industrial Solutions Ltd	3.84%
Bharat Electronics Ltd	4.52%
Amber Enterprises India Ltd	3.57%
Bharat Dynamics Ltd	3.18%
Zen Technologies Ltd	2.3%
Gujarat Fluorochemicals Ltd	2.05%
Waaree Energies Ltd	3.73%
Trent Ltd	2.53%
V2 Retail Ltd	2.18%
Onesource Specialty Pharma Ltd	2.96%
Dixon Technologies (India) Ltd	2.38%
Siemens Energy India Ltd	3.57%
Multi Commodity Exchange Of India Ltd	3.55%
Kalyan Jewellers India Ltd	1.96%
Eternal Ltd	7.07%
Angel One Ltd	2.13%
K.P.R. Mill Ltd	0.99%
Bajaj Finance Ltd	3.26%
Hindustan Aeronautics Ltd	3.3%
PB Fintech Ltd	1.62%
One 97 Communications Ltd	2.64%
Samvardhana Motherson International Ltd	3.43%
Inox Wind Ltd	2.28%
Suzlon Energy Ltd	3.26%
Prestige Estates Projects Ltd	3.46%
Inox Wind Ltd Rights	0.03%

Sectors

Company	Allocation %
Others	3.11%
Automobile	3.43%
Construction	3.46%
Financial	13.23%
Diversified	3.66%
Capital Goods	28.49%
Consumer Discretionary	5.53%
Chemicals	2.05%
Textiles	0.99%
Services	19.59%
Energy	10.23%
Metals & Mining	3.27%
Healthcare	2.96%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Motilal Oswal Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.mostshares.com/
Phone:

Funds Offered

52
AUM

₹ 1,25,225 Cr
Website

http://www.mostshares.com/

About

Motilal Oswal Mutual Fund was incorporated on November 14, 2008. It is sponsored by Motilal Oswal Securities Limited which was founded in 1987 as a small sub-broking unit, with just two people running the show. It is a well-diversified financial services firm offering a range of financial products and services. They follow a strategy to create wealth from equity -'Buy Right : Sit Tight'. ?Buy Right' means buying quality companies at a reasonable price and 'Sit Tight' means staying invested in them for a longer time to realise the full growth potential of the stocks. Focus on customer-first-attitude, ethical and transparent business practices, respect for professionalism, research-based value investing and implementation of cutting-edge technology has enabled it to blossom into an almost 2000 member team.

Fund Manager

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Aditya Khemani

Funds Offered

5
AUM

₹ 24,285 Cr
Highest Return

26.28%

About

Aditya Khemani Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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SIP
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SIP amount

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Monthly SIP Date

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Frequently Asked Questions

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What is the current NAV of Motilal Oswal Large and Midcap Reg-IDCW?

The current NAV of Motilal Oswal Large and Midcap Reg-IDCW is ₹ 24.8252

How much does Motilal Oswal Large and Midcap Reg-IDCW charge as expense ratio?

The expense ratio of Motilal Oswal Large and Midcap Reg-IDCW is 1.72%

How to Redeem Motilal Oswal Large and Midcap Reg-IDCW Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Motilal Oswal Large and Midcap Reg-IDCW?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

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Can I invest in Motilal Oswal Large and Midcap Reg-IDCW through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Motilal Oswal Large and Midcap Reg-IDCW based on your investment objective and risk profile.

What is the return of Motilal Oswal Large and Midcap Reg-IDCW?

For Motilal Oswal Large and Midcap Reg-IDCW, 3-year return is 25.75% per annum and 5-year return is 27.32% per annum. Check the return performance in detail on the page.

What is the lock-in period in Motilal Oswal Large and Midcap Reg-IDCW?

The lock-in-period of Motilal Oswal Large and Midcap Reg-IDCW is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

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Set up your account and update your KYC details

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Once we verify your KYC details, you’re ready to start investing!

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Motilal Oswal Large and Midcap Reg-IDCW

₹ 24.83

-2.8%

Motilal Oswal Large and Midcap Reg-IDCW

Performance

25.75%3y Returns

Investment details

₹ 500

₹ 500

0

1.72%

1% Exit load of 1%, if redeemed within 365 days.

L After 365 days

Fund details

₹ 12,428 Cr

REGULAR

27 Sep 2019

OPEN

NIFTY Large Midcap 250 Total Return Index

INF247L01981

Fund allocation

Risk Associated

Very High

About AMC

Motilal Oswal Mutual Fund >

Contact Information

Address:

52

₹ 1,25,225 Cr

About

Fund Manager

Aditya Khemani

5

₹ 24,285 Cr

26.28%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of Motilal Oswal Large and Midcap Reg-IDCW?

How much does Motilal Oswal Large and Midcap Reg-IDCW charge as expense ratio?

How to Redeem Motilal Oswal Large and Midcap Reg-IDCW Regular Growth?

What are the steps to invest in Motilal Oswal Large and Midcap Reg-IDCW?

Can I invest in Motilal Oswal Large and Midcap Reg-IDCW through both SIP and lump sum?

What is the return of Motilal Oswal Large and Midcap Reg-IDCW?

What is the lock-in period in Motilal Oswal Large and Midcap Reg-IDCW?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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