Motilal Oswal Large & Midcap Fund - Growth - Regular Plan

  • Previous Nav

  • Net Change on 13-11-2024

  • 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
Motilal Oswal Large and Midcap Fund - Regular Plan Growth -10.34 0.55 42.40 21.10 24.54 24.93
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.)
Motilal Oswal Large and Midcap Fund - Regular Plan Growth Oct 17, 2019 42.40 21.10 24.54 1.77 6,840.21
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 29.31 15.43 21.08 1.60 28,660.38
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 31.95 17.26 21.09 1.59 25,034.05
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 Unrated 31.89 12.48 20.79 1.61 24,108.41
ICICI Prudential Large & Mid Cap Fund - Growth Jul 09, 1998 34.20 18.11 23.25 1.70 17,120.29
Tata Large & Mid Cap Fund- Regular Plan - Growth Feb 25, 1993 Unrated 24.92 14.67 18.89 1.76 8,390.40

Fund Holdings as on 31-October-2024

  • Trent Limited

  • Zomato Limited

  • Kalyan Jewellers India Limited

  • Samvardhana Motherson International Limited

  • Suzlon Energy Limited

  • Bharti Airtel Limited

  • Prestige Estates Projects Limited

  • Mankind Pharma Limited

  • Inox Wind Limited

  • Gujarat Fluorochemicals Limited

  • Apar Industries Limited

  • Multi Commodity Exchange of India Limited

  • HDFC Bank Limited

  • Amber Enterprises India Limited

  • Premier Energies Limited

  • Coforge Limited

  • Bharat Electronics Limited

  • The Phoenix Mills Limited

  • Hindustan Aeronautics Limited

  • Kaynes Technology India Limited

  • CG Power and Industrial Solutions Limited

  • Religare Enterprises Limited

  • Angel One Limited

  • GE T&D India Limited

  • Bharat Dynamics Limited

  • PTC Industries Limited

  • Global Health Limited

  • V2 Retail Limited

  • Waaree Energies Limited

  • Titagarh Rail Systems Limited

  • Collateralized Borrowing & Lending Obligation

  • Net Receivables / (Payables)

View More
  • Electric Equipment

  • Retailing

  • Construction - Real Estate

  • Electronics - Components

  • Finance - Stock Broking

  • e-Commerce

  • Diamond & Jewellery

  • Defence

  • Auto Ancillary

  • Telecommunication - Service Provider

  • Pharmaceuticals & Drugs

  • Chemicals

  • Bank - Private

  • Air Conditioners

  • IT - Software

  • Engineering - Industrial Equipments

  • Finance - Investment

  • Castings/Forgings

  • Hospital & Healthcare Services

  • Railways Wagons

  • Miscellaneous

View More

Fund Manager

  • Cash

  • Equity

View More

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 ₹6,840.21 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 down ₹-0.96(-3.02%)yesterday to ₹30.9732.

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

The Motilal Oswal Large & Midcap Fund is managed by Ajay Khandelwal and Santosh Singh.

Fund House Contact

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

022 40548002
amc@motilaloswal.com
022-22816161