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Motilal Oswal Large And Midcap Fund

Motilal Oswal Large And Midcap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

27.97

as on 07 Jun 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,983 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

  • ₹ 18.666

    as on 07 Jun 2023
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 1,488 Cr.

    as on 31 Mar 2023
  • 2.09%

  • 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 ₹ 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

  • About Ankush Sood

    Picture of Ankush SoodMr. 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.
  • About Rakesh Shetty

    Picture of Rakesh ShettyMr. 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.
  • 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.

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

Portfolio holdings pattern of Motilal Oswal Large And Midcap Fund as on 08 Jun 2023 are listed below:

  • Equity Holdings:

    100.09%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    -0.12%

Top Sector Holdings of Motilal Oswal Large And Midcap Fund

Name of SectorHolding PercentageHolding 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 StocksHolding PercentageHolding 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 TypeHolding Percentage
Net Receivables -0.12%