Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Category: Equity: Large and Mid Cap
Launch Date: 01-10-2019
AUM:
₹ 11,352.82 Cr
Expense Ratio
1.71%
Benchmark
NIFTY Large Midcap 250 TRI
ISIN
INF247L01965
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Aditya Khemani
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 8.49 | 28.73 | 28.88 |
| NIFTY LARGE MIDCAP 250 TRI | -1.4 | 19.7 | 24.78 |
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
33.457
Last change
-0.23 (-0.6833%)
Fund Size (AUM)
₹ 11,352.82 Cr
Performance
22.78% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Fund Manager
Mr. Aditya Khemani
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ZOMATO LIMITED EQ | 6.11 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 4.82 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 4.81 |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- | 4.5 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 4.13 |
| Bharat Dynamics Limited | 4.03 |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/- | 3.79 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 3.76 |
| APAR INDUSTRIES LIMITED EQ | 3.75 |
| WAAREE ENERGIES LIMITED EQ | 3.75 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 44.37 |
| Financial Services | 21.3 |
| Consumer Services | 13.14 |
| Consumer Durables | 6.84 |
| Automobile and Auto Components | 3.79 |
| Realty | 3.26 |
| Healthcare | 3.22 |
| Chemicals | 2.41 |
| Textiles | 0.48 |
| Information Technology | 0.34 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Large and MidCap Reg Gr | 28.88 |
| Invesco India Large and Mid Cap Gr | 24.85 |
| PGIM India Large and Mid Cap Reg Gr | 0.0 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 0.0 |
| SBI Large & MidCap Reg Gr | 24.99 |
| Axis Large & Mid Cap Fund Reg Gr | 22.89 |
| Franklin India Large & Mid Cap Fund Gr Plan | 23.27 |
| Sundaram Large and MidCap Gr | 24.18 |
| Nippon India Vision Gr Gr | 24.9 |
| ICICI Pru Large & MidCap Gr | 27.49 |