Motilal Oswal Large & Midcap Fund - Growth - Regular Plan

Other Plans and Options
  • 1.07 %Nav, as on 27-03-2020

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  • Net Change on 27-03-2020

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 (₹)

  • 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 - Growth Option Jul 09, 2010 -19.93 0.44 7.85 1.84 9,613.59
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 -18.94 -0.50 5.90 1.93 5,597.35
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 -22.87 -3.47 3.17 1.96 5,279.30
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 -23.06 -5.67 1.15 1.93 4,793.47
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 -20.00 -1.94 3.26 2.10 3,167.85

Fund Holdings as on 29-February-2020

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Axis Bank Limited

  • Jubilant Foodworks Limited

  • United Breweries Limited

  • 3M India Limited

  • Torrent Pharmaceuticals Limited

  • Larsen & Toubro Limited

  • Dr. Lal Path Labs Limited

  • Cholamandalam Investment and Finance Company Limited

  • Muthoot Finance Limited

  • The Phoenix Mills Limited

  • Whirlpool of India Limited

  • Crompton Greaves Consumer Electricals Limited

  • Max Financial Services Limited

  • Kajaria Ceramics Limited

  • Shree Cement Limited

  • State Bank of India

  • Birla Corporation Limited

  • Hindustan Unilever Limited

  • Maruti Suzuki India Limited

  • Balkrishna Industries Limited

  • Page Industries Limited

  • VIP Industries Limited

  • Titan Company Limited

  • Kotak Mahindra Bank Limited

  • Aarti Industries Limited

  • CBLO / Reverse Repo Investments

  • Net Receivable/Payable

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  • Bank - Private

  • Finance - NBFC

  • Diversified

  • Consumer Durables - Domestic Appliances

  • Household & Personal Products

  • Consumer Food

  • Breweries & Distilleries

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Finance - Others

  • Ceramics/Marble/Granite/Sanitaryware

  • Cement & Construction Materials

  • Bank - Public

  • Automobiles - Passenger Cars

  • Tyres & Allied

  • Textile

  • Diamond & Jewellery

  • Chemicals

  • 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 ₹431.20 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 up ₹0.08(1.07%)yesterday to ₹7.9273.

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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