Motilal Oswal Large & Midcap Fund - Growth - Direct Plan

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  • Net Change on 10-08-2020

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 11.46 6.30 12.54 0.85 9,833.81
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 13.40 4.29 9.44 0.77 5,162.09
DSP Equity Opportunities Fund - Direct Plan - Growth Dec 31, 2012 6.42 2.21 7.82 1.00 4,733.33
Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan Jan 01, 2013 6.42 -1.93 5.65 1.08 4,093.14
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 9.50 3.71 8.20 0.89 3,298.27

Fund Holdings as on 31-July-2020

  • Hindustan Unilever Limited

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Torrent Pharmaceuticals Limited

  • Max Financial Services Limited

  • Bharti Airtel Limited

  • Muthoot Finance Limited

  • Jubilant Foodworks Limited

  • Dr. Lal Path Labs Limited

  • United Breweries Limited

  • 3M India Limited

  • Whirlpool of India Limited

  • The Phoenix Mills Limited

  • Axis Bank Limited

  • Birla Corporation Limited

  • CBLO / Reverse Repo Investments

  • Larsen & Toubro Limited

  • MRF Limited

  • Crompton Greaves Consumer Electricals Limited

  • VIP Industries Limited

  • Cholamandalam Investment and Finance Company Limited

  • Kajaria Ceramics Limited

  • Balkrishna Industries Limited

  • Maruti Suzuki India Limited

  • Kotak Mahindra Bank Limited

  • Page Industries Limited

  • Housing Development Finance Corporation Limited

  • Net Receivable/Payable

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  • Bank - Private

  • Household & Personal Products

  • Finance - NBFC

  • Diversified

  • Consumer Durables - Domestic Appliances

  • Finance - Others

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Telecommunication - Service Provider

  • Tyres & Allied

  • Breweries & Distilleries

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Engineering - Construction

  • Textile

  • Ceramics/Marble/Granite/Sanitaryware

  • Automobiles - Passenger Cars

  • Finance - Housing

  • Miscellaneous

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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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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 ₹459.99 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 ₹-0.01(-0.06%)yesterday to ₹9.686.

Among its top 3 holdings the fund has exposure to Hindustan Unilever 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