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Motilal Oswal Large And Midcap Fund - Regular Plan Growth

Category: Equity: Large and Mid Cap Launch Date: 01-10-2019
AUM:

₹ 19,832.31 Cr

Expense Ratio

1.81%

Benchmark

Nifty Large Midcap 250 TRI

ISIN

INF247L01965

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

Ajay Khandelwal, Ankit Agarwal, Varun Sharma, Rakesh Shetty, Swapnil Mayekar

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Motilal Oswal Large And Midcap Fund - Regular Plan Growth -0.91 19.25 15.71
NIFTY LARGE MIDCAP 250 TRI -7.04 11.37 9.93
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
34.8827
Last change
0.77 (2.2212%)
Fund Size (AUM)
₹ 19,832.31 Cr
Performance
19.11% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

To provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.

Fund Manager
Ajay Khandelwal, Ankit Agarwal, Varun Sharma, Rakesh Shetty, Swapnil Mayekar
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- 6.11
ZOMATO LIMITED EQ 4.95
PTC INDUSTRIES LIMITED EQ 4.73
Multi Commodity Exchange of India L 4.6
STERLITE TECHNOLOGIES LIMITED EQ NEW F.V. RS.2/- 4.32
Shriram Finance Limited 4.13
MUTHOOT FINANCE LIMITED EQ 4.04
APAR INDUSTRIES LIMITED EQ 4.02
GUJARAT FLUOROCHEMICALS LIMITED EQ 3.99
GE T&D INDIA LIMITED EQ NEW RS. 2/- 3.15

Sector Allocation

Sector Holdings (%)
Capital Goods 30.08
Financial Services 24.01
Consumer Services 9.7
Automobile and Auto Components 7.46
Healthcare 7.38
Chemicals 6.41
Telecommunication 4.32
Metals & Mining 3.56
Consumer Durables 2.38
Construction 1.41

Peer Comparison

Scheme Name 5Y (%)
Motilal Oswal Large And Midcap Reg Gr 15.71