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Motilal Oswal Large And Midcap Fund

Motilal Oswal Large And Midcap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

18.45

as on 05 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,625 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

  • ₹ 17.544

    as on 05 Dec 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 ₹ 17.544 as on 05 Dec 2022.

This fund has 3 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 4.57% 7.68% 20.28% 37.65% 29.59% 26.73% 18.93% 23.54% 27.74% 24.20% 29.34% 22.80% 20.69%
Category Average 2.45% 3.91% 14.39% 7.68% 22.52% 18.90% 12.16% 15.92% 16.35% 15.35% 22.16% 17.56% 15.45%
Motilal Oswal Large And Midcap Fund 3.10%₹ 10,310 7.19%₹ 10,719 18.70%₹ 11,870 5.22%₹ 10,521 20.49%₹ 13,290 23.94%₹ 15,370 16.28%₹ 28,181 18.45%₹ 16,625 22.59%₹ 50,034 - - - -
Mirae Asset Emerging Bluechip Fund 3.76%₹ 10,375 3.58%₹ 10,358 11.15%₹ 11,115 2.91%₹ 10,290 11.92%₹ 12,759 21.36%₹ 14,736 12.07%₹ 27,077 20.69%₹ 17,589 21.53%₹ 49,309 14.75%₹ 19,900 19.21%₹ 96,833 22.19%₹ 74,276 20.69%₹ 3,57,610
Canara Robeco Emerging Equities 1.19%₹ 10,119 2.11%₹ 10,210 12.07%₹ 11,206 3.86%₹ 10,385 12.62%₹ 12,803 20.49%₹ 14,525 12.91%₹ 27,297 20.65%₹ 17,570 21.08%₹ 48,999 12.65%₹ 18,147 17.64%₹ 93,198 19.93%₹ 61,605 18.83%₹ 3,23,349
Sundaram Large And Mid Cap Fund 2.00%₹ 10,200 2.82%₹ 10,281 14.37%₹ 11,436 4.32%₹ 10,432 13.80%₹ 12,877 22.41%₹ 14,992 14.44%₹ 27,695 16.02%₹ 15,625 20.92%₹ 48,893 12.59%₹ 18,097 16.41%₹ 90,426 14.35%₹ 38,260 15.31%₹ 2,67,491
DSP Equity Opportunities Fund 3.31%₹ 10,330 5.12%₹ 10,511 15.89%₹ 11,589 7.41%₹ 10,740 18.48%₹ 13,167 20.62%₹ 14,555 13.65%₹ 27,488 17.45%₹ 16,210 20.64%₹ 48,701 11.26%₹ 17,054 16.62%₹ 90,897 15.48%₹ 42,223 15.27%₹ 2,66,921
Edelweiss Large & Mid Cap Fund 1.69%₹ 10,168 3.25%₹ 10,324 14.78%₹ 11,478 7.61%₹ 10,760 16.44%₹ 13,041 22.67%₹ 15,057 14.95%₹ 27,830 19.64%₹ 17,131 22.03%₹ 49,652 13.62%₹ 18,943 17.90%₹ 93,796 - -

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Large And Midcap Fund as on 07 Dec 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%