Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Category: Equity: Large and Mid Cap
Launch Date: 05-10-2019
AUM:
₹ 4,293 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 | 53.97 | 26.05 | - |
| NIFTY LARGE MIDCAP 250 TRI | 45.82 | 22.01 | 22.46 |
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
29.1834
Last change
0.4 (1.3676%)
Fund Size (AUM)
₹ 4,293 Cr
Performance
25.31% (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. | 6.64 |
| Prestige Estates Projects Ltd. | 6.14 |
| Trent Ltd. | 6.06 |
| Kalyan Jewellers India Ltd. | 5.4 |
| JIO Financial Services Ltd. | 5.02 |
| CG Power and Industrial Solutions Ltd. | 4.24 |
| Indusind Bank Ltd. | 4.02 |
| Bharat Electronics Ltd. | 3.94 |
| Bharat Dynamics Ltd. | 3.88 |
| Interglobe Aviation Ltd. | 3.71 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Services | 21.51 |
| Capital Goods | 21.39 |
| Financial | 15.47 |
| Construction | 9.44 |
| Healthcare | 8.96 |
| Consumer Discretionary | 7.77 |
| Communication | 3.31 |
| Technology | 2.34 |
| Diversified | 2.31 |
| Chemicals | 2.09 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Large and MidCap Reg Gr | 0.0 |
| Quant Large & MidCap Gr | 28.56 |
| Bandhan Core Equity Reg Gr | 22.31 |
| Invesco India Large and Mid Cap Gr | 20.61 |
| HSBC Large and Mid Cap Gr | 21.47 |
| DSP Equity Opp Reg Gr | 21.42 |
| UTI Large & Mid Cap Fund Reg Gr | 21.78 |
| Nippon India Vision Gr Gr | 20.51 |
| HDFC Large and Mid Cap Gr | 23.46 |
| Kotak Equity Opp Gr | 22.42 |