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Motilal Oswal Large And Midcap Fund

Motilal Oswal Large And Midcap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

Invest Now

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

  • ₹ 16.761

    as on 24 Sep 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 697 Cr.

    as on 24 Sep 2021
  • 2.48%

    since 31 May 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 ₹ 16.761 as on 24 Sep 2021.

This fund has 1 years of track record. Since 31 May 2021 expense ratio of this fund is 2.48%. 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 10.27% 18.57% 32.55% 82.49% 36.04% 26.04% 20.99% 24.68% 72.01% 53.97% 38.28% 26.09% 25.52%
Category Average 7.37% 13.24% 26.80% 71.50% 27.98% 19.32% 15.09% 17.08% 62.05% 47.01% 32.44% 20.62% 18.06%
Motilal Oswal Large And Midcap Fund 6.02%₹ 10,602 15.20%₹ 11,519 28.66%₹ 12,865 82.49%₹ 18,249 68.34%₹ 16,084 - - - - - - - -
Mirae Asset Emerging Bluechip Fund 6.78%₹ 10,678 12.69%₹ 11,269 26.94%₹ 12,693 77.34%₹ 17,734 64.13%₹ 15,849 34.35%₹ 18,064 52.72%₹ 38,444 26.04%₹ 20,034 38.28%₹ 61,732 20.99%₹ 25,948 26.09%₹ 1,14,368 24.68%₹ 91,012 25.52%₹ 4,64,495
Canara Robeco Emerging Equities 7.83%₹ 10,783 14.06%₹ 11,406 28.39%₹ 12,839 71.57%₹ 17,156 63.34%₹ 15,805 33.57%₹ 17,856 50.29%₹ 37,724 22.13%₹ 18,227 35.81%₹ 59,787 18.21%₹ 23,107 23.35%₹ 1,07,063 22.54%₹ 76,484 23.18%₹ 4,09,220
Kotak Equity Opportunities Fund 5.87%₹ 10,586 10.75%₹ 11,075 22.60%₹ 12,259 63.33%₹ 16,332 52.57%₹ 15,193 27.29%₹ 16,213 42.67%₹ 35,498 20.60%₹ 17,549 31.15%₹ 56,224 15.68%₹ 20,730 20.73%₹ 1,00,498 16.99%₹ 48,104 17.89%₹ 3,07,394
Principal Emerging Bluechip Fund 6.78%₹ 10,678 11.77%₹ 11,177 27.35%₹ 12,734 73.16%₹ 17,315 62.21%₹ 15,741 31.59%₹ 17,329 49.46%₹ 37,477 20.31%₹ 17,421 34.91%₹ 59,090 16.72%₹ 21,680 22.10%₹ 1,03,893 21.59%₹ 70,782 21.65%₹ 3,76,796
Edelweiss Large & Mid Cap Fund 6.80%₹ 10,680 12.67%₹ 11,267 24.65%₹ 12,465 70.09%₹ 17,009 59.52%₹ 15,589 28.41%₹ 16,499 46.50%₹ 36,611 20.63%₹ 17,560 33.09%₹ 57,688 - - - -

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Large And Midcap Fund as on 27 Sep 2021 are listed below:

  • Equity Holdings:

    99.70%
  • 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 21.90% ₹ 152.74 Cr.
Nbfc 8.34% ₹ 68.01 Cr.
Cement 7.66% ₹ 66.07 Cr.
Pharmaceuticals 7.36% ₹ 51.28 Cr.
Home appliances 6.76% ₹ 47.09 Cr.
Others 47.98% -

Top Stock Holdings of Motilal Oswal Large And Midcap Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 9.05% ₹ 63.09 Cr.
Max Financial Services Ltd. 5.17% ₹ 36.04 Cr.
Gujarat Gas Ltd. 4.95% ₹ 34.49 Cr.
State Bank Of India 4.92% ₹ 34.33 Cr.
Birla Corporation Ltd. 4.63% ₹ 32.26 Cr.
Others 71.28% -

Other Holdings

Holding TypeHolding Percentage
TREPS 0.51%
Net Receivables -0.20%