AA
Ankit AgarwalLead
Since Mar 2026
AUM managed
₹95,366.52Cr
Tenure
Since Mar 2026
Funds
12
Motilal Oswal Large and Midcap Reg Gr
Large and Mid Cap FundMotilal Oswal Mutual Fund
NAV
₹35.98
-0.78% today
AUM
₹20,159.10 Cr
Fund size
Expense
1.85%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹500
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank#2 of 26
Risk-o-meterVery High Risk
BenchmarkNifty LargeMidcap 250 TR INR (100%)
Number of holdings34
Inception17 Oct 2019
Exit load1.0
Risk metrics
Alpha6.78
Beta1.16
Sharpe ratio0.77
Standard deviation21.53%
Sortino ratio1.23
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
RS
Since Nov 2022
AUM managed
₹1,61,951.73Cr
Tenure
Since Nov 2022
Funds
92
AK
Since Dec 2023
AUM managed
₹1,05,097.39Cr
Tenure
Since Dec 2023
Funds
18
AM
Since Oct 2024
AUM managed
₹57,893.93Cr
Tenure
Since Oct 2024
Funds
16
SS
Since Jul 2024
AUM managed
₹1,19,717.12Cr
Tenure
Since Jul 2024
Funds
19
SM
Since Nov 2025
AUM managed
₹1,63,970.93Cr
Tenure
Since Nov 2025
Funds
85
VS
Since Jul 2026
AUM managed
₹99,173.12Cr
Tenure
Since Jul 2026
Funds
15
About Motilal Oswal Large and Midcap Reg Gr
Motilal Oswal Large and Midcap Reg Gr is an open-ended Large and Mid Cap Fund mutual fund scheme offered by Motilal Oswal Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹35.98 per unit and the scheme manages ₹20,159.10 Cr in assets under management. The fund charges an expense ratio of 1.85% and is benchmarked against Nifty LargeMidcap 250 TR INR (100%). Over the trailing 5 years, Motilal Oswal Large and Midcap Reg Gr has delivered +16.10% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Regular Plan · Growth option · NAV as of 15 Oct 2026
Motilal Oswal Large and Midcap Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -1.60% | -4.18% |
| 3 months | -0.51% | -3.80% |
| 6 months | +6.37% | +2.78% |
| 1 year | +2.43% | -1.43% |
| 3 years | +18.90% | +11.75% |
| 5 years | +16.10% | +10.05% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -5.95% |
| 3 months | +9.10% | -2.50% |
| 6 months | +17.82% | +11.58% |
| 1 year | +16.87% | +0.93% |
| 3 years | +84.29% | +36.94% |
| 5 years | +145.04% | +64.93% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Motilal Oswal Large and Midcap Reg Gr — frequently asked questions
What is the NAV of Motilal Oswal Large and Midcap Reg Gr?
The latest net asset value (NAV) of Motilal Oswal Large and Midcap Reg Gr is ₹35.98 per unit, -0.78% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Motilal Oswal Large and Midcap Reg Gr delivered?
Motilal Oswal Large and Midcap Reg Gr has returned +16.10% over the trailing 5 years (1 year: +2.43%, 3 years: +18.90%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Motilal Oswal Large and Midcap Reg Gr?
Motilal Oswal Large and Midcap Reg Gr charges an expense ratio of 1.85% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Motilal Oswal Large and Midcap Reg Gr?
SEBI's riskometer classifies Motilal Oswal Large and Midcap Reg Gr as Very High Risk, which is typical for a Large and Mid Cap Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Motilal Oswal Large and Midcap Reg Gr?
You can start a SIP in Motilal Oswal Large and Midcap Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹500.
Who manages Motilal Oswal Large and Midcap Reg Gr?
Motilal Oswal Large and Midcap Reg Gr is managed by Motilal Oswal Mutual Fund, holds ₹20,159.10 Cr in assets under management and invests across 34 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Motilal Oswal Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Large and Mid Cap Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF247L01965
- Scheme code
- FS0000FMSM