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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

  • ₹ 14.596

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 537 Cr.

    as on 10 Jun 2021
  • 2.4%

    since 31 Dec 2020
  • 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 ₹ 14.596 as on 10 Jun 2021.

This fund has 1 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.4%. 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 9.37% 14.69% 31.12% 76.13% 28.07% 20.71% 21.45% 22.48% 75.19% 43.81% 31.79% 22.69% 24.09%
Category Average 7.24% 8.25% 23.82% 63.69% 19.88% 13.50% 15.01% 14.62% 60.84% 37.08% 25.22% 16.82% 16.43%
Motilal Oswal Large And Midcap Fund 9.32%₹ 10,931 8.15%₹ 10,814 26.96%₹ 12,695 63.98%₹ 16,398 66.12%₹ 15,946 - - - - - - - -
Mirae Asset Emerging Bluechip Fund 6.13%₹ 10,612 8.37%₹ 10,837 25.89%₹ 12,589 73.07%₹ 17,306 66.47%₹ 15,965 26.05%₹ 15,897 43.81%₹ 35,795 20.71%₹ 17,614 31.79%₹ 56,676 21.45%₹ 26,438 22.69%₹ 1,05,336 22.48%₹ 76,090 24.09%₹ 4,29,885
Canara Robeco Emerging Equities 8.04%₹ 10,803 6.94%₹ 10,693 22.33%₹ 12,232 64.67%₹ 16,466 58.80%₹ 15,535 22.11%₹ 14,918 39.03%₹ 34,424 14.96%₹ 15,210 27.16%₹ 53,265 18.25%₹ 23,133 18.99%₹ 96,299 19.90%₹ 61,519 21.34%₹ 3,70,422
Kotak Equity Opportunities Fund 5.78%₹ 10,578 6.67%₹ 10,667 20.87%₹ 12,087 58.25%₹ 15,825 54.12%₹ 15,270 19.80%₹ 14,360 35.07%₹ 33,306 15.37%₹ 15,375 25.30%₹ 51,939 16.23%₹ 21,217 17.58%₹ 93,057 14.64%₹ 39,264 16.45%₹ 2,84,499
Tata Large & Mid Cap Fund 8.02%₹ 10,801 5.33%₹ 10,532 21.22%₹ 12,122 61.39%₹ 16,139 56.97%₹ 15,432 20.08%₹ 14,426 35.63%₹ 33,463 16.30%₹ 15,749 25.98%₹ 52,419 14.70%₹ 19,861 17.71%₹ 93,348 14.45%₹ 38,590 15.85%₹ 2,75,339
Invesco India Growth Opportunities Fund 6.36%₹ 10,635 4.62%₹ 10,461 18.08%₹ 11,808 50.90%₹ 15,090 45.43%₹ 14,770 16.24%₹ 13,517 28.86%₹ 31,578 12.01%₹ 14,067 20.57%₹ 48,662 15.00%₹ 20,124 15.78%₹ 89,024 13.81%₹ 36,505 15.39%₹ 2,68,718

Portfolio Holdings

Portfolio holdings pattern of Motilal Oswal Large And Midcap Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    99.09%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.90%

Top Sector Holdings of Motilal Oswal Large And Midcap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 20.15% ₹ 121.28 Cr.
Nbfc 11.22% ₹ 67.49 Cr.
Pharmaceuticals 7.48% ₹ 45.01 Cr.
Home appliances 6.54% ₹ 39.36 Cr.
Gas transmission/marketing 4.77% ₹ 28.68 Cr.
Others 49.84% -

Top Stock Holdings of Motilal Oswal Large And Midcap Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 8.90% ₹ 53.55 Cr.
HDFC Bank Ltd. 6.85% ₹ 41.23 Cr.
Max Financial Services Ltd. 5.37% ₹ 32.30 Cr.
Gujarat Gas Ltd. 4.77% ₹ 28.68 Cr.
Jubilant Foodworks Ltd. 4.58% ₹ 27.57 Cr.
Others 69.53% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.13%
Net Receivables -0.23%