Motilal Oswal Large & Midcap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 Large & Midcap Fund - Regular Plan - Growth Option Jul 09, 2010 40.32 17.89 21.07 1.55 34,974.46
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 33.51 20.44 19.86 1.65 22,689.50
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 36.54 18.45 19.26 1.63 21,508.53
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 47.82 23.04 21.49 1.62 21,495.80
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 49.23 25.45 22.28 1.70 18,691.62

Fund Holdings as on 30-April-2024

  • Zomato Limited

  • Trent Limited

  • Kalyan Jewellers India Limited

  • Jio Financial Services Limited

  • Prestige Estates Projects Limited

  • IndusInd Bank Limited

  • Global Health Limited

  • CG Power and Industrial Solutions Limited

  • InterGlobe Aviation Limited

  • The Phoenix Mills Limited

  • Fortis Healthcare Limited

  • Suzlon Energy Limited

  • Bharti Airtel Limited

  • IDFC First Bank Limited

  • Bharat Electronics Limited

  • Mankind Pharma Limited

  • Multi Commodity Exchange of India Limited

  • Inox Wind Limited

  • Bharat Dynamics Limited

  • Gujarat Fluorochemicals Limited

  • Tube Investments of India Limited

  • Amber Enterprises India Limited

  • BSE Limited

  • Kaynes Technology India Limited

  • Angel One Limited

  • Welspun Corp Limited

  • Apar Industries Limited

  • Religare Enterprises Limited

  • L&T Technology Services Limited

  • Collateralized Borrowing & Lending Obligation

  • Coforge Limited

  • Net Receivables / (Payables)

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  • Electric Equipment

  • Construction - Real Estate

  • Bank - Private

  • Hospital & Healthcare Services

  • e-Commerce

  • Retailing

  • Diamond & Jewellery

  • Finance - NBFC

  • Finance - Stock Broking

  • Airlines

  • Telecommunication - Service Provider

  • Engineering - Industrial Equipments

  • Pharmaceuticals & Drugs

  • Defence

  • IT - Software

  • Chemicals

  • Cycles

  • Air Conditioners

  • Finance - Others

  • Electronics - Components

  • Steel & Iron Products

  • Finance - Investment

  • Miscellaneous

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Fund Manager

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  • 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 ₹4,036.22 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(0.15%)yesterday to ₹27.5332.

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

The Motilal Oswal Large & Midcap Fund is managed by Ajay Khandelwal and Niket Shah.

Fund House Contact

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

022-39804238
022-22816161