Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Category: Equity: Large and Mid Cap
Launch Date: 01-10-2019
AUM:
₹ 10,817.44 Cr
Expense Ratio
1.73%
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 | 11.95 | 31.88 | 29.2 |
| NIFTY LARGE MIDCAP 250 TRI | 3.62 | 23.5 | 25.75 |
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
33.8851
Last change
-0.13 (-0.3754%)
Fund Size (AUM)
₹ 10,817.44 Cr
Performance
23.34% (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 | 5.16 |
| Bharat Dynamics Limited | 5.03 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 4.67 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 4.04 |
| SUZLON ENERGY LIMITED EQ. NEW RS. 2/- | 3.96 |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- | 3.92 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 3.82 |
| WAAREE ENERGIES LIMITED EQ | 3.73 |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/- | 3.63 |
| APAR INDUSTRIES LIMITED EQ | 3.56 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 46.06 |
| Financial Services | 15.19 |
| Consumer Services | 12.3 |
| Consumer Durables | 7.75 |
| Realty | 4.91 |
| Automobile and Auto Components | 3.63 |
| Telecommunication | 3.26 |
| Healthcare | 2.63 |
| Chemicals | 2.54 |
| Textiles | 0.36 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Large and MidCap Reg Gr | 29.2 |
| Invesco India Large and Mid Cap Gr | 25.32 |
| ICICI Pru Large & MidCap Gr | 28.37 |
| Franklin India Equity Advtg Gr | 23.77 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 0.0 |
| PGIM India Large and Mid Cap Reg Gr | 0.0 |
| SBI Large & MidCap Reg Gr | 25.57 |
| UTI Large & Mid Cap Fund Reg Gr | 27.29 |
| Sundaram Large and MidCap Gr | 25.15 |
| Axis Large & Mid Cap Fund Reg Gr | 23.76 |