Motilal Oswal Large & Midcap Fund - Dividend - Regular Plan

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  • Net Change on 22-01-2020

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Fund Overview Dividend | Regular 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 - Regular Plan - Dividend Jul 09, 2010 17.28 15.78 14.74 2.02 9,516.48
DSP Equity Opportunities Fund-Regular Plan - Dividend May 16, 2000 14.22 10.47 9.70 1.95 5,588.64
Canara Robeco Emerging Equities-Regular Plan - DIVIDEND Mar 11, 2005 11.13 12.77 10.96 1.99 5,339.34
Aditya Birla Sun Life Equity Advantage Fund -Regular Dividend Feb 24, 1995 12.43 8.57 8.01 2.00 4,951.98
ICICI Prudential Large & Mid Cap Fund - Dividend Jul 09, 1998 Unrated 8.82 7.82 6.43 2.13 3,242.09

Fund Holdings as on 31-December-2019

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Axis Bank Limited

  • United Breweries Limited

  • 3M India Limited

  • Whirlpool of India Limited

  • Jubilant Foodworks Limited

  • Kotak Mahindra Bank Limited

  • Larsen & Toubro Limited

  • Cholamandalam Investment and Finance Company Limited

  • Shree Cement Limited

  • Torrent Pharmaceuticals Limited

  • Muthoot Finance Limited

  • The Phoenix Mills Limited

  • Balkrishna Industries Limited

  • Dr. Lal Path Labs Limited

  • Page Industries Limited

  • Crompton Greaves Consumer Electricals Limited

  • VIP Industries Limited

  • Hindustan Unilever Limited

  • Aarti Industries Limited

  • Max Financial Services Limited

  • CBLO / Reverse Repo Investments

  • Net Receivable/Payable

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  • Bank - Private

  • Consumer Durables - Domestic Appliances

  • Finance - NBFC

  • Breweries & Distilleries

  • Diversified

  • Household & Personal Products

  • Consumer Food

  • Engineering - Construction

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Construction - Real Estate

  • Tyres & Allied

  • Hospital & Healthcare Services

  • Textile

  • 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 ₹349.16 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(-0.46%)yesterday to ₹10.9146.

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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