Motilal Oswal Large & Midcap Fund is an open-ended equity mutual fund that invests in both large-cap and mid-cap companies, offering investors a balance of stability and high-growth opportunities.
The scheme follows the Q-G-L-P (Quality–Growth–Longevity–Price) investing philosophy of Motilal Oswal AMC and aims to generate medium to long-term capital appreciation.
This fund is suitable for investors aiming to create long-term wealth through a diversified equity portfolio while managing volatility with exposure to well-established large-cap companies.
A Large & Mid Cap Fund is a SEBI-defined equity mutual fund category that must mandatorily invest in:
As per SEBI’s market-cap classification, large caps represent the top 100 companies in India by full market capitalization, while mid caps represent 101 to 250. AMFI updates this list every six months, and the fund is required to rebalance within one month of the update.
| Parameter | Details |
|---|---|
| Fund Name | Motilal Oswal Large & Midcap Fund |
| Type | Open-ended equity scheme investing in large & mid-caps |
| Category | Large & Midcap Fund |
| Investment Objective | Medium to long-term capital appreciation through large & mid-cap investments |
| Benchmark | NIFTY Large Midcap 250 TRI |
| Minimum Investment | ₹500 (lump sum/SIP) |
| Exit Load | 1% if redeemed within 15 days; NIL afterwards |
| Fund Managers | Equity: Aditya Khemani; Debt: Rakesh Shetty |
| Inception Date | 17 Oct 2019 |
The fund aims: To provide medium to long-term capital appreciation by investing primarily in large and mid-cap stocks. There is no guarantee that the objective will be achieved.
Benchmark: NIFTY Large-Midcap 250 TRI
Represents:
Measures performance of the top 250 companies across both segments.
Q – Quality: Strong balance sheets
& competitive advantage
G – Growth: Consistent earnings
growth potential
L – Longevity: Sustainable business models & sector leadership
P – Price: Reasonable valuations
for long-term investing
For updated detailed Performance data and key informations as on April 30, 2026
Visit Motilal Oswal Large & Mid Cap Fund Performance Page
Investment in a basket of
stocks across sectors
Investors can easily enter and exit the scheme
Managed by professional fund managers with years of experience in the field
Lower taxation relative to other asset classes
Delivers inflation beating returns
1. Balanced Growth & Stability
Mandatory 35%-35% split ensures diversification
across market cycles.
2. Quality-Focused Portfolio
Invests in market leaders with proven growth potential.
3. Experienced Fund Managers
Managed by high-conviction investors with
strong research capabilities.
4. Suitable for Long-Term Wealth Creation
Helps investors benefit from India’s structural growth story.
From the presentation:
This Fund is Ideal for:
Expense Ratio: Check latest factsheet.
Exit Load: 1% if redeemed within 15 days; NIL after 15 days
Taxation:
🔗 How to Invest Online?
| Investor Pain Point | How This Fund Addresses It |
|---|---|
| High volatility in pure mid-cap funds | Balanced 50–50 exposure reduces volatility |
| Need for long-term growth | Growth-oriented Q-G-L-P investment philosophy |
| Difficulty selecting sectors | Top-down + bottom-up strategy handles sector calls |
| Lack of diversification | Exposure across large, mid, small caps & multiple sectors |
| Short-term loss concerns | SIP strategy + diversified portfolio reduces downside risk |
| Taxation worries | Equity taxation benefits apply |
A1: Yes, it is designed for 5+ years horizon with balanced growth potential.
A2: Large and Midcap funds give higher growth due to mid-cap exposure.
A3: Absolutely. Mid-caps benefit greatly from SIP averaging.
A4: High risk (as per SEBI standards), but relatively more stable than mid-cap-only funds.
A5: Yes, but very limited (approx 2% as per last disclosed data).
Motilal Oswal Large and Midcap Fund is a powerful long-term wealth creation product for investors seeking a mix of stable large-cap companies and high-growth mid-cap stocks. With a disciplined Q-G-L-P investment process, balanced allocation, and a strong track record, the fund is well-positioned for investors who want consistent, long-term equity growth.
Disclaimer:- Mutual Fund investments are subject to market risks, please read scheme related documents carefully before investing.
📅 Last Updated on: November 28, 2025
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