Motilal Oswal Large & Midcap Fund - Growth - Regular Plan

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  • Net Change on 07-05-2021

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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  • 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 50 - TRI N/A N/A N/A N/A N/A N/A
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 - Growth Option Jul 09, 2010 75.49 17.34 21.35 1.74 16,190.41
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 63.99 11.32 17.53 1.80 8,179.01
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 65.97 11.59 15.92 1.93 5,746.92
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 61.34 13.14 15.95 1.98 5,518.22
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 70.61 9.81 14.01 2.16 5,004.13

Fund Holdings as on 31-March-2021

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Max Financial Services Limited

  • Gujarat Gas Limited

  • Jubilant Foodworks Limited

  • Axis Bank Limited

  • The Phoenix Mills Limited

  • Torrent Pharmaceuticals Limited

  • Birla Corporation Limited

  • United Breweries Limited

  • Cholamandalam Investment and Finance Company Limited

  • Dr. Lal Path Labs Limited

  • Crompton Greaves Consumer Electricals Limited

  • Larsen & Toubro Limited

  • Kajaria Ceramics Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Max Healthcare Institute Limited

  • 3M India Limited

  • Whirlpool of India Limited

  • VIP Industries Limited

  • Hindustan Unilever Limited

  • Bharti Airtel Limited

  • Housing Development Finance Corporation Limited

  • Infosys Limited

  • Muthoot Finance Limited

  • Tata Consumer Products Limited

  • Tata Consultancy Services Limited

  • Maruti Suzuki India Limited

  • Collateralized Borrowing & Lending Obligation

  • Net Receivables / (Payables)

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Diversified

  • Hospital & Healthcare Services

  • Consumer Durables - Domestic Appliances

  • Consumer Food

  • Finance - NBFC

  • Finance - Others

  • Trading

  • Household & Personal Products

  • Construction - Real Estate

  • Breweries & Distilleries

  • Engineering - Construction

  • Ceramics/Marble/Granite/Sanitaryware

  • IT - Software

  • Telecommunication - Service Provider

  • Finance - Housing

  • Automobiles - Passenger Cars

  • 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 ₹601.74 crore. Motilal Oswal Large & Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty LargeMidcap 250 Index - TRI as secondary index.

The NAV of Motilal Oswal Large & Midcap Fund ended down ₹-0.01(-0.08%)yesterday to ₹13.3272.

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