Motilal Oswal Large & Midcap Fund - Growth - Regular Plan

Other Plans and Options
  • 0.18 %Nav, as on 25-09-2023

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  • Net Change on 25-09-2023

  • 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 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY LargeMidcap 250 - 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 16.40 25.34 17.62 1.60 28,439.28
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 9.43 22.74 14.59 1.65 17,939.37
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 17.37 25.68 16.52 1.66 15,013.39
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 14.95 28.91 16.28 1.71 14,682.26
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 22.42 32.09 16.99 1.79 11,197.54

Fund Holdings as on 31-August-2023

  • Trent Limited

  • Global Health Limited

  • Infosys Limited

  • Cholamandalam Investment and Finance Company Ltd

  • The Federal Bank Limited

  • ICICI Bank Limited

  • Fortis Healthcare Limited

  • Mankind Pharma Limited

  • InterGlobe Aviation Limited

  • Titan Company Limited

  • Religare Enterprises Limited

  • Kaynes Technology India Limited

  • TVS Motor Company Limited

  • Max Financial Services Limited

  • Page Industries Limited

  • IndusInd Bank Limited

  • HDFC Bank Limited

  • Carborundum Universal Limited

  • Star Health And Allied Insurance Company Limited

  • Glenmark Pharmaceuticals Limited

  • Dalmia Bharat Limited

  • Cummins India Limited

  • Divgi Torqtransfer Systems Limited

  • Jubilant Foodworks Limited

  • Axis Bank Limited

  • KSB Limited

  • Bharat Forge Limited

  • MedPlus Health Services Limited

  • Gujarat Fluorochemicals Limited

  • Crompton Greaves Consumer Electricals Limited

  • UltraTech Cement Limited

  • Timken India Limited

  • Concord Biotech Limited

  • Netweb Technologies India Limited

  • SBFC Finance Limited

  • Gland Pharma Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • Hospital & Healthcare Services

  • Pharmaceuticals & Drugs

  • Retailing

  • IT - Software

  • Finance - NBFC

  • Airlines

  • Cement & Construction Materials

  • Diamond & Jewellery

  • Finance - Investment

  • Finance - Others

  • Electronics - Components

  • Automobile Two & Three Wheelers

  • Textile

  • Abrasives

  • Insurance

  • Diesel Engines

  • Engineering

  • Consumer Food

  • Engineering - Industrial Equipments

  • Forgings

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • Bearings

  • IT - Hardware

  • 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 ₹2,080.51 crore. Motilal Oswal Large & Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY LargeMidcap 250 - TRI as secondary index.

The NAV of Motilal Oswal Large & Midcap Fund ended up ₹0.04(0.18%)yesterday to ₹20.9548.

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

The Motilal Oswal Large & Midcap Fund is managed by Aditya Khemani and Rakesh Shetty.

Fund House Contact

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

022-39804238
022-22816161