Motilal Oswal Large & Midcap Fund - Growth - Direct Plan

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  • Net Change on 14-02-2020

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty LargeMidcap 250 Index - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth Jan 01, 2013 22.24 14.58 15.85 0.83 9,805.69
DSP Equity Opportunities Fund - Direct Plan - Growth Dec 31, 2012 21.89 10.91 11.36 1.08 5,662.67
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 21.69 14.24 13.57 0.73 5,625.45
Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan Jan 01, 2013 22.01 8.99 9.70 1.11 5,039.35
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 14.32 7.01 7.04 1.41 3,277.08

Fund Holdings as on 31-January-2020

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Axis Bank Limited

  • Jubilant Foodworks Limited

  • Larsen & Toubro Limited

  • 3M India Limited

  • United Breweries Limited

  • Cholamandalam Investment and Finance Company Limited

  • Whirlpool of India Limited

  • Torrent Pharmaceuticals Limited

  • Dr. Lal Path Labs Limited

  • The Phoenix Mills Limited

  • Muthoot Finance Limited

  • Birla Corporation Limited

  • Crompton Greaves Consumer Electricals Limited

  • Page Industries Limited

  • Shree Cement Limited

  • VIP Industries Limited

  • Balkrishna Industries Limited

  • Hindustan Unilever Limited

  • State Bank of India

  • Kotak Mahindra Bank Limited

  • Aarti Industries Limited

  • Max Financial Services Limited

  • CBLO / Reverse Repo Investments

  • Net Receivable/Payable

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  • Bank - Private

  • Diversified

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Household & Personal Products

  • Consumer Food

  • Engineering - Construction

  • Breweries & Distilleries

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Textile

  • Cement & Construction Materials

  • Tyres & Allied

  • Bank - Public

  • Chemicals

  • Finance - Others

  • Miscellaneous

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About Motilal Oswal Large & Midcap Fund

Scheme Analysis

Motilal Oswal Large & Midcap Fund is a Equity - Large & Mid Cap Fund fund and belongs to Motilal Oswal Mutual Fund. It was launched on 17-Oct-2019 and currently has an AUM of ₹399.25 crore. Motilal Oswal Large & Midcap Fund is benchmarked against Nifty LargeMidcap 250 Index - TRI as primary index.

The NAV of Motilal Oswal Large & Midcap Fund ended down ₹-0.05(-0.48%)yesterday to ₹11.1704.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Motilal Oswal Large & Midcap Fund is managed by Aditya Khemani and Abhiroop Mukherjee.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022-39804238
022-22816161

Fund Manager

  • Education:PGDBM, B.Com. (Hons.)
  • Experience:8 Years
  • Basic Details:Mr. Aditya Khemani has 8 Years of experience in research. He has held various positions in HSBC AMC and is associated with AMC since Oct 2007. Earlier to this he has worked with SBI Funds Management India Private Limited, Prudential ICICI Asset Management Company India Pvt Ltd., Morgan Stanley Advantage Services Private Limited in various positions.
  • Funds Managed:
  • Motilal Oswal Large & Midcap Fund
  • Motilal Oswal Large & Midcap Fund
  • Motilal Oswal Long Term Equity Fund
  • Cash

  • Equity

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