Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Category: Equity: Large and Mid Cap
Launch Date: 01-10-2019
AUM:
₹ 15,130.44 Cr
Expense Ratio
1.69%
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 | -3.9 | 25.35 | 23.18 |
| NIFTY LARGE MIDCAP 250 TRI | 7.65 | 19.78 | 19.79 |
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
33.5397
Last change
-0.11 (-0.3232%)
Fund Size (AUM)
₹ 15,130.44 Cr
Performance
21.18% (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 | 6.0 |
| Bajaj Finance Limited | 4.35 |
| PTC INDUSTRIES LIMITED EQ | 4.05 |
| MUTHOOT FINANCE LIMITED EQ | 3.96 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 3.81 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 3.51 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 3.5 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 3.44 |
| APAR INDUSTRIES LIMITED EQ | 3.43 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 3.4 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 39.58 |
| Financial Services | 29.14 |
| Automobile and Auto Components | 10.04 |
| Consumer Services | 8.25 |
| Consumer Durables | 3.82 |
| Realty | 2.83 |
| Healthcare | 2.49 |
| Chemicals | 2.44 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Large and MidCap Reg Gr | 23.18 |
| ICICI Pru Large & MidCap Gr | 23.17 |
| SBI Large & MidCap Reg Gr | 19.88 |
| Mirae Asset Large & Midcap Fund Reg Plan Gr | 17.72 |
| Franklin India Large & Mid Cap Fund Gr Plan | 17.39 |
| Helios Large & Mid Cap Fund Reg Gr | 0.0 |
| Bandhan Large & Mid Cap Reg Gr | 22.21 |
| UTI Large & Mid Cap Fund Reg Gr | 22.16 |
| DSP Large & Mid Cap Reg Gr | 19.42 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 0.0 |