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Motilal Oswal Large And Midcap Fund

Motilal Oswal Large And Midcap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

-2.91

as on 06 Jul 2022

1 Year

Investment of ₹ 10,000 in this fund 1 Year back would be ₹ 9,708 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

  • ₹ 14.519

    as on 06 Jul 2022
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 1,027 Cr.

    as on 31 Dec 2021
  • 2.31%

  • 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 ₹ 14.519 as on 06 Jul 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 1.75% 1.76% 12.40% 37.65% 33.53% 21.61% 18.93% 23.54% -0.92% 20.16% 22.18% 16.44% 20.25%
Category Average -1.37% -9.25% -10.32% 2.08% 26.35% 14.26% 10.44% 15.51% -10.69% 10.99% 16.15% 12.70% 13.75%
Motilal Oswal Large And Midcap Fund -1.17%₹ 9,882 -8.93%₹ 9,107 -15.36%₹ 8,463 -2.91%₹ 9,708 -15.53%₹ 10,971 24.34%₹ 15,460 8.77%₹ 26,220 - - - - - -
Mirae Asset Emerging Bluechip Fund -1.01%₹ 9,898 -8.84%₹ 9,115 -11.28%₹ 8,872 0.14%₹ 10,014 -10.99%₹ 11,278 28.28%₹ 16,455 11.81%₹ 27,004 18.06%₹ 16,468 18.86%₹ 47,491 13.88%₹ 19,160 16.44%₹ 90,468 22.46%₹ 75,941 20.25%₹ 3,49,101
Canara Robeco Emerging Equities -1.29%₹ 9,871 -8.58%₹ 9,142 -11.91%₹ 8,809 0.24%₹ 10,024 -10.60%₹ 11,304 27.32%₹ 16,210 11.07%₹ 26,814 16.17%₹ 15,689 17.52%₹ 46,602 11.40%₹ 17,162 14.11%₹ 85,437 20.01%₹ 62,006 18.02%₹ 3,09,400
Sundaram Large And Mid Cap Fund -1.52%₹ 9,848 -11.42%₹ 8,858 -13.57%₹ 8,642 2.57%₹ 10,257 -12.49%₹ 11,177 25.63%₹ 15,782 10.36%₹ 26,629 12.52%₹ 14,253 14.54%₹ 44,674 10.97%₹ 16,830 12.06%₹ 81,210 14.17%₹ 37,667 13.54%₹ 2,43,283
DSP Equity Opportunities Fund -0.36%₹ 9,964 -7.54%₹ 9,246 -9.63%₹ 9,037 -3.87%₹ 9,613 -11.85%₹ 11,220 23.80%₹ 15,326 9.00%₹ 26,280 13.62%₹ 14,677 14.51%₹ 44,649 10.09%₹ 16,176 11.99%₹ 81,072 15.45%₹ 42,087 13.67%₹ 2,44,934
Edelweiss Large & Mid Cap Fund -1.24%₹ 9,876 -9.66%₹ 9,034 -10.22%₹ 8,978 0.57%₹ 10,056 -10.03%₹ 11,342 27.22%₹ 16,183 11.11%₹ 26,823 14.53%₹ 15,035 16.39%₹ 45,867 12.04%₹ 17,657 13.65%₹ 84,474 - -

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Large And Midcap Fund as on 07 Jul 2022 are listed below:

  • Equity Holdings:

    102.42%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.51%

Top Sector Holdings of Motilal Oswal Large And Midcap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 18.89% ₹ 206.92 Cr.
Cement 8.16% ₹ 89.42 Cr.
Hospital 8.07% ₹ 88.34 Cr.
Speciality retail 7.84% ₹ 85.92 Cr.
NBFC 7.54% ₹ 82.54 Cr.
Others 49.50% -

Top Stock Holdings of Motilal Oswal Large And Midcap Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 7.05% ₹ 77.26 Cr.
Gujarat Gas Ltd. 4.64% ₹ 50.83 Cr.
Axis Bank Ltd. 4.54% ₹ 49.74 Cr.
Larsen & Toubro Ltd. 4.54% ₹ 49.67 Cr.
Cholamandalam Investment & Finance Co. Ltd. 4.24% ₹ 46.41 Cr.
Others 74.99% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 1.05%
TREPS 0.46%