Motilal Oswal Large and Midcap Fund is an equity mutual fund scheme launched by Motilal Oswal Mutual Fund in October 2019. The fund has a low risk grade and an above average return grade. As of November 30, 2023, the fund has 23.39% returns since its launch, 1.93% expense, and assets of ₹2,727 Cr. The fund has 98.23% investment in domestic equities, with 16.31% in large cap stocks, 30.27% in mid cap stocks, and 12.28% in small cap stocks. The fund’s managers are Rakesh Shetty, Aditya Khemani, and Ankush Sood. Mutual fund investments are subject to market risks.

FAQ Section

The Motilal Oswal Large and Midcap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1%, if redeemed within 15 days.

2. Returns: Its trailing returns over different time periods are: 45.63% (1yr), 34.68% (3yr), 24.82% (5yr) and 22.35% (since launch). Whereas, Category returns for the same time duration are: 42.3% (1yr), 26.24% (3yr) and 21.43% (5yr). 3.

Motilal Oswal has low credit risk. ICRA has given AA/stable rating to NCDs of Motilal Oswal.

Motilal Oswal has a differentiated platform for traders as well as investors. It is known for its advisors and has a team of over 1,100 advisors who work day in and day out to provide the best services to clients. It supports NRI accounts and also has physical branches in multiple cities.

Mid Cap Mutual Funds carry a higher risk than Large Cap Funds. Hence, you must opt for these schemes if you have a higher risk tolerance. Also, you need an investment horizon of around 8-10 years. Remember, the Mid Cap segment holds a lot of opportunities for investment and wealth creation.