Fund Performance
Lumpsum
SIP
27.97
as on 07 Jun 20233 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,983 today.
NAV Performance
Fund Information
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₹ 18.666
as on 07 Jun 2023 -
Regular - Growth
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-
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₹ 500
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₹ 1,488 Cr.
as on 31 Mar 2023 -
2.09%
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17 Oct 2019
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Nifty 50
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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 ₹ 18.666 as on 07 Jun 2023.
This fund has 3 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.09%. 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
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About Ankush Sood
Mr. Sood is a B.Tech, MBA (Tech) He has prior experience prominently in Institutional Sales Trading Function.
He has been associated with Motilal Oswal Financial Services Limited wherein he was primarily responsible for Servicing Domestic & Foreign Institutional Clients.
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About Rakesh Shetty
Mr. Shetty has done B.Com Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business
wherein he was in charge of equity and debt ETFs, customized indices
and has also been part of product development.
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About Aditya Khemani
Mr. 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.
Riskometer : Risk associated with this fund
Investors understand that their principal will be at Very 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 | 9.19% | 14.66% | 15.61% | 37.65% | 29.35% | 31.18% | 18.93% | 23.54% | 25.26% | 14.37% | 21.43% | 19.50% | 18.77% |
| Category Average | 5.15% | 7.51% | 4.12% | 18.57% | 12.08% | 25.51% | 12.61% | 16.55% | 16.00% | 9.96% | 16.23% | 16.31% | 14.37% |
| Motilal Oswal Large And Midcap Fund | 6.97%₹ 10,696 | 8.82%₹ 10,882 | 6.99%₹ 10,698 | 28.47%₹ 12,847 | 25.26%₹ 13,577 | 13.56%₹ 12,895 | 14.37%₹ 27,676 | 27.97%₹ 20,983 | 19.66%₹ 48,034 | - | - | - | - |
| SBI Large & Midcap Fund | 5.09%₹ 10,508 | 7.68%₹ 10,767 | 3.41%₹ 10,341 | 22.23%₹ 12,222 | 18.07%₹ 13,139 | 13.89%₹ 12,970 | 13.34%₹ 27,407 | 29.42%₹ 21,709 | 20.00%₹ 48,260 | 14.73%₹ 19,886 | 18.97%₹ 96,234 | 17.17%₹ 48,818 | 15.80%₹ 2,74,624 |
| ICICI Prudential Large & Mid Cap Fund | 4.83%₹ 10,483 | 6.75%₹ 10,674 | 3.49%₹ 10,349 | 19.61%₹ 11,961 | 16.79%₹ 13,060 | 16.66%₹ 13,609 | 14.15%₹ 27,620 | 30.16%₹ 22,085 | 21.43%₹ 49,228 | 14.38%₹ 19,581 | 19.51%₹ 97,504 | 15.37%₹ 41,811 | 14.75%₹ 2,59,495 |
| HDFC Growth Opportunities Fund | 5.61%₹ 10,560 | 8.81%₹ 10,880 | 4.43%₹ 10,442 | 21.28%₹ 12,127 | 19.31%₹ 13,215 | 14.54%₹ 13,118 | 14.01%₹ 27,583 | 31.18%₹ 22,604 | 21.07%₹ 48,986 | 14.24%₹ 19,464 | 19.40%₹ 97,257 | - | - |
| Kotak Equity Opportunities Fund | 5.22%₹ 10,521 | 7.78%₹ 10,777 | 5.47%₹ 10,546 | 21.94%₹ 12,193 | 19.03%₹ 13,198 | 12.84%₹ 12,732 | 12.98%₹ 27,312 | 26.05%₹ 20,050 | 17.66%₹ 46,698 | 14.36%₹ 19,569 | 17.71%₹ 93,319 | 16.52%₹ 46,169 | 15.36%₹ 2,68,253 |
| Mirae Asset Emerging Bluechip Fund | 4.92%₹ 10,491 | 6.64%₹ 10,663 | 2.08%₹ 10,207 | 13.75%₹ 11,375 | 12.21%₹ 12,775 | 8.33%₹ 11,734 | 6.54%₹ 25,650 | 26.60%₹ 20,319 | 14.03%₹ 44,351 | 15.59%₹ 20,646 | 17.13%₹ 92,015 | 22.57%₹ 76,602 | 18.77%₹ 3,22,218 |
Portfolio Holdings
Top Sector Holdings of Motilal Oswal Large And Midcap Fund
| Name of Sector | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Banks | 18.20% | ₹ 284.57 Cr. |
| Hospital | 10.25% | ₹ 152.50 Cr. |
| Retailing | 5.55% | ₹ 101.82 Cr. |
| Cement | 5.44% | ₹ 80.90 Cr. |
| NBFC | 4.64% | ₹ 69.00 Cr. |
| Others | 55.92% | - |
Top Stock Holdings of Motilal Oswal Large And Midcap Fund
| Name of Stocks | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Global Health Ltd. | 5.64% | ₹ 83.96 Cr. |
| Trent Limited | 5.55% | ₹ 82.65 Cr. |
| ICICI Bank Ltd. | 4.93% | ₹ 73.41 Cr. |
| Fortis Healthcare Ltd. | 4.61% | ₹ 68.54 Cr. |
| Titan Company Ltd. | 4.45% | ₹ 66.14 Cr. |
| Others | 74.82% | - |
Other Holdings
| Holding Type | Holding Percentage |
|---|---|
| Net Receivables | -0.12% |