Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Category: Equity: Large and Mid Cap
Launch Date: 05-10-2019
AUM:
₹ 4,036.22 Cr
Expense Ratio
1.86%
Benchmark
NIFTY LARGE MIDCAP 250 TRI
ISIN
INF247L01965
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
1000
Fund Manager
Ajay Khandelwal, Niket Shah, Ankush Sood, Rakesh Shetty
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 49.42 | 26.86 | - |
| NIFTY LARGE MIDCAP 250 TRI | 41.15 | 22.43 | 21.65 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
26.8863
Last change
0.33 (1.2452%)
Fund Size (AUM)
₹ 4,036.22 Cr
Performance
23.58% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Fund Manager
Ajay Khandelwal, Niket Shah, Ankush Sood, Rakesh Shetty
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Zomato Ltd. | 6.86 |
| Trent Ltd. | 6.24 |
| Kalyan Jewellers India Ltd. | 6.12 |
| JIO Financial Services Ltd. | 5.85 |
| Prestige Estates Projects Ltd. | 5.64 |
| Indusind Bank Ltd. | 4.43 |
| Global Health Ltd. | 4.13 |
| CG Power and Industrial Solutions Ltd. | 3.88 |
| Interglobe Aviation Ltd. | 3.75 |
| The Phoenix Mills Ltd. | 3.57 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Services | 22.0 |
| Capital Goods | 17.79 |
| Financial | 17.13 |
| Healthcare | 10.32 |
| Construction | 9.21 |
| Consumer Discretionary | 8.38 |
| Communication | 3.15 |
| Technology | 2.4 |
| Chemicals | 2.33 |
| Automobile | 2.27 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Large and MidCap Reg Gr | 0.0 |
| Quant Large & MidCap Gr | 28.27 |
| Bandhan Core Equity Reg Gr | 21.98 |
| Mahindra Manulife Large & Mid Cap Fund Reg Gr | 0.0 |
| Invesco India Large and Mid Cap Gr | 19.63 |
| HSBC Large and Mid Cap Gr | 20.4 |
| HDFC Large and Mid Cap Gr | 22.73 |
| Nippon India Vision Gr Gr | 20.57 |
| UTI Large & Mid Cap Fund Reg Gr | 20.8 |
| ICICI Pru Large & MidCap Gr | 22.71 |