Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Category: Equity: Large and Mid Cap
Launch Date: 01-10-2019
AUM:
₹ 16,776.57 Cr
Expense Ratio
1.91%
Benchmark
NIFTY Large Midcap 250 TRI
ISIN
INF247L01965
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Ankit Agarwal, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 4.66 | 24.03 | 19.56 |
| NIFTY LARGE MIDCAP 250 TRI | 1.48 | 16.16 | 14.26 |
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
35.1898
Last change
0.01 (0.0162%)
Fund Size (AUM)
₹ 16,776.57 Cr
Performance
20.51% (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
Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Ankit Agarwal, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Multi Commodity Exchange of India Ltd | 5.25 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 5.18 |
| ZOMATO LIMITED EQ | 5.07 |
| MUTHOOT FINANCE LIMITED EQ | 5.05 |
| Billionbrains Garage Ventures Limited | 4.61 |
| Shriram Finance Limited | 4.31 |
| APAR INDUSTRIES LIMITED EQ | 4.19 |
| WAAREE ENERGIES LIMITED EQ | 3.98 |
| STELIS BIOPHARMA LIMITED EQ NEW FV RE.1/- | 3.95 |
| PTC INDUSTRIES LIMITED EQ | 3.95 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 36.15 |
| Financial Services | 26.65 |
| Automobile and Auto Components | 11.2 |
| Consumer Services | 6.88 |
| Consumer Durables | 6.11 |
| Healthcare | 5.4 |
| Chemicals | 3.06 |
| Metals & Mining | 1.94 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Large and MidCap Reg Gr | 19.56 |