MOTILAL OSWAL LARGE & MIDCAP FUND-REG(G)

Product name	Return type	1 yr(%)	3 yr(%)	5 yr(%)
MOTILAL OSWAL LARGE & MIDCAP FUND-REG(G)	market linked	12.67 %	24.44 %	29.89 %
BenchMark : NIFTY LargeMidcap 250 - TRI	BenchMark Return	9.08	17.79	28.47
Value of Rs. 1,00,000 Invested	current value	112670	192699	369724

scheme objective	The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Category	Mutual Fund > Equity > Large & Mid Cap Fund
Fund Type	Open Ended
Fund Manager	Ajay Khandelwal
Minimum Amount for Lumpsum Investment (Rs.)	500
Minimum Amount for SIP Investment (Rs.)	500
Nav Date	24/04/2025
Nav	30.31
AUM (Cr.)	8712.99
AUM Date	31/03/2025
Expense Ratio Currently	2
Expense Ratio Date Currently	31/03/2025
Modified Duration(Yrs)	-
Modified Duration Date(Yrs)	-
YTM	-
YTM Date	-
Entry Load	NIL
Exit Load	1% on or before 365D, Nil after 365D
Tax Treatment of Income	20% short term capital gains tax, 12.5% long term capital gains tax on incremental gains above 1.25 Lakhs in a given financial year.
Tax Benefit on Investment
Withdrawal	Anytime
Pros
Cons
Risk Factor	All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.