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Motilal Oswal Large And Midcap Fund

Motilal Oswal Large And Midcap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

38.40

as on 21 Jan 2022

1 Year

Investment of ₹ 10,000 in this fund 1 Year back would be ₹ 13,840 today.

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NAV Performance

Motilal Oswal Large And Midcap Fund performance graph for last 3 years
Performance of Motilal Oswal Large And Midcap Fund for last 3 Years

Fund Information

  • ₹ 17.237

    as on 21 Jan 2022
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 1,027 Cr.

    as on 21 Jan 2022
  • 2.31%

    since 31 Oct 2021
  • 17 Oct 2019

  • Equity - Large & Mid Cap Fund

  • Nifty 50

  • Motilal Oswal Mutual Fund

    Show All Funds
  • Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges.

Highlights of this fund

Motilal Oswal Large And Midcap Fund is an Open-ended Equity Fund. The fund belongs to Large & Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 17 Oct 2019. This fund is offered by one of the top AMC (Assets Management Company) Motilal Oswal Mutual Fund. You can also view here all other Equity funds offered by Motilal Oswal Mutual Fund.

Latest NAV of the fund is ₹ 17.237 as on 21 Jan 2022.

This fund has 2 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.31%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

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

List of Fund Managers of Motilal Oswal Large And Midcap Fund

  • About Aditya Khemani

    Picture of Aditya KhemaniMr. Khemani has done B.Com (Hons) and PGDM from IIM, Lucknow. Prior to joining Motilal Oswal Asset Management Company Ltd., He was associated with HSBC AMC, SBI Mutual Fund, ICICI Prudential AMC and Morgan Stanley Advantage Services.
  • About Abhiroop Mukherjee

    Picture of Abhiroop MukherjeeMr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management. Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 6.60% 2.80% 17.64% 40.72% 32.16% 27.32% 21.62% 25.35% 36.23% 45.65% 35.16% 24.03% 24.26%
Category Average 4.56% -0.77% 12.21% 32.53% 25.04% 20.51% 16.29% 17.49% 28.93% 40.62% 29.72% 19.30% 17.02%
Motilal Oswal Large And Midcap Fund 6.60%₹ 10,660 2.80%₹ 10,280 14.94%₹ 11,493 38.40%₹ 13,840 34.76%₹ 14,158 25.34%₹ 15,719 44.42%₹ 36,000 - - - - - -
Mirae Asset Emerging Bluechip Fund 4.60%₹ 10,460 -1.71%₹ 9,828 12.04%₹ 11,204 32.63%₹ 13,263 28.07%₹ 13,757 29.70%₹ 16,835 44.14%₹ 35,920 25.80%₹ 19,920 34.09%₹ 58,457 21.62%₹ 26,632 24.03%₹ 1,08,874 25.35%₹ 96,042 24.26%₹ 4,34,135
Canara Robeco Emerging Equities 4.09%₹ 10,408 -0.86%₹ 9,913 12.03%₹ 11,203 31.79%₹ 13,178 29.20%₹ 13,825 28.69%₹ 16,571 41.57%₹ 35,176 22.83%₹ 18,542 31.93%₹ 56,817 19.22%₹ 24,107 21.38%₹ 1,02,108 23.49%₹ 82,650 21.93%₹ 3,82,516
Kotak Equity Opportunities Fund 5.51%₹ 10,551 0.42%₹ 10,042 10.21%₹ 11,021 27.64%₹ 12,763 24.41%₹ 13,535 22.22%₹ 14,944 36.09%₹ 33,616 20.65%₹ 17,572 27.70%₹ 53,686 16.48%₹ 21,460 19.20%₹ 96,843 17.00%₹ 48,137 17.07%₹ 2,94,129
Edelweiss Large & Mid Cap Fund 4.43%₹ 10,442 -0.74%₹ 9,925 10.77%₹ 11,077 31.73%₹ 13,173 26.80%₹ 13,680 25.57%₹ 15,777 39.76%₹ 34,659 21.12%₹ 17,779 29.85%₹ 55,262 18.33%₹ 23,219 20.55%₹ 1,00,089 - -
Principal Emerging Bluechip Fund 1.75%₹ 10,175 1.76%₹ 10,175 12.40%₹ 11,239 - - - - - - - - - -

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Large And Midcap Fund as on 23 Jan 2022 are listed below:

  • Equity Holdings:

    100.27%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    -0.31%

Top Sector Holdings of Motilal Oswal Large And Midcap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 19.99% ₹ 196.61 Cr.
Cement 9.63% ₹ 94.80 Cr.
NBFC 9.59% ₹ 94.38 Cr.
Pharmaceuticals 6.58% ₹ 64.75 Cr.
Hospital 6.45% ₹ 63.38 Cr.
Others 47.76% -

Top Stock Holdings of Motilal Oswal Large And Midcap Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 7.45% ₹ 73.29 Cr.
Gujarat Gas Ltd. 5.57% ₹ 54.83 Cr.
Cholamandalam Investment & Finance Co. Ltd. 5.57% ₹ 54.82 Cr.
State Bank Of India 5.04% ₹ 49.56 Cr.
Larsen & Toubro Ltd. 4.71% ₹ 46.29 Cr.
Others 71.66% -

Other Holdings

Holding TypeHolding Percentage
TREPS 0.38%
Net Receivables -0.69%