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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Fund House:
Motilal Oswal Mutual Fund
Category:
Equity: Large and Mid Cap
Status:
Open Ended Schemes
Launch Date:
01-10-2019
ISIN Number:
INF247L01965
Minimum Investment:
500
Minimum SIP:
1000
Total Assets: (29-11-2024):
7686.95
Nav (20-12-2024)
34.6499
CAGR Since Inception:
26.65
Benchmark:
NIFTY Large Midcap 250 TRI
Expense Ratio (30-11-2024)::
1.74 %
Risko-Meter:
Very High
Exit Load:
1% - If redeemed on or before 1 Year from the date of allotment for Subscription received Wef 10-July-2024, Nil - If redeemed after 1 Year from the date of allotment.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 49.54 41.14 29.36 26.87 0
HSBC Large & Mid Cap Fund - Regular Growth 42.41 33.75 22.78 22.18 0
Invesco India Large & Mid Cap Fund - Growth 42.2 33.71 24.1 21.58 16.11
BANDHAN Core Equity Fund - Regular Plan - Growth 33.06 31.13 25.24 23.25 15.84
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 31.59 29.66 22.87 23.38 14.18
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 31.32 27.35 19.77 0 0
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 30.71 25.62 18.15 19.11 0
Nippon India Vision Fund-Growth Plan-Growth Option 30.17 28.7 22 21.22 12.83
Canara Robeco Emerging Equities - Regular Plan - Growth Option 29.89 23.76 17.36 21.28 16.67
Axis Growth Opportunities Fund - Regular Plan - Growth 28.63 26.93 16.01 21.76 0
Fund Manager
Ajay Khandelwal, Niket Shah, Ankush Sood, Rakesh Shetty:
Scheme Objective
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Motilal Oswal Large and Midcap Fund - Regular Plan Growth NIFTY 50 TRI Equity: Large and Mid Cap
CAGR since inception 26.65% 13.95% 15.92%
1 Year 49.54% 12.84% 27.50%
3 Year 29.36% 13.73% 19.64%
5 Year 26.87% 15.28% 21.12%
10 Year 0.00% 12.46% 14.91%
Nav / Index Value as on2024-12-22 7,686.95% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 1.46
Cash & Cash Equivalents 1.47
Equity 97.07
Company Holding
ZOMATO LIMITED 8.12
TRENT LIMITED 6.47
KALYAN JEWELLERS INDIA LIMITED 5.38
BHARTI AIRTEL LIMITED 4.92
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED 3.69
PRESTIGE ESTATES PROJECTS LIMITED 3.6
COFORGE LIMITED 3.55
APAR INDUSTRIES LIMITED 3.46
SUZLON ENERGY LIMITED 3.43
PREMIER ENERGIES LIMITED 3.35
FAQ's of Motilal Oswal Large and Midcap Fund - Regular Plan Growth
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Motilal Oswal Large and Midcap Fund - Regular Plan Growth