loader2
NRI

Apr 28, 2025


Category

Equity

AUM (Cr.)

8,712.99

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

1.74

Sharpe Ratio

5.37

Beta Ratio

0.00

Fund Manager

Ajay Khandelwal

Inception Date

Oct 17, 2019

Risk Level

Very High

Investment Objective

The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Invest Now

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Large and Midcap Fund (G) 2.85 -7.4 10.59 24.06 28.72 21.93
Benchmark - Nifty LargeMidcap 250 TRI 2.79 -2.63 6.53 17.76 28.02 0
Category Average - BEST EQUITY PERFORMERS 2.98 -3.28 8.01 16.98 25.46 14.51
Category Rank 5/6 2/6 2/6 8/6 7/6 6/6
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Mirae Asset Large & Midcap Fund - Regular (G) 140.3580 1.34 5.32 13.96 24.29 36,506.79 0.00 5,000.00 invest
Mirae Asset Large & Midcap Fund - Regular (IDCW) 46.5250 1.34 5.32 15.81 25.50 36,506.79 0.00 5,000.00 invest
ITI Large & Mid Cap Fund - Regular (G) 9.0915 1.28 0.00 0.00 0.00 780.75 2.18 5,000.00 invest
ITI Large & Mid Cap Fund - Regular (IDCW) 9.0915 1.28 0.00 0.00 0.00 780.75 2.18 5,000.00 invest
Bandhan Core Equity Fund (IDCW) 27.4280 0.79 9.58 22.59 29.16 7,966.79 1.77 1,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Bharat Electron Mar 31, 2025 343.06 3.94 50.30
Equity-Bajaj Finance Mar 31, 2025 285.26 3.27 0.00
Equity-PTC Industries Mar 31, 2025 332.98 3.82 55.23
Equity-Bharti Airtel Mar 31, 2025 330.07 3.79 -28.34
Equity-Bharat Dynamics Mar 31, 2025 300.84 3.45 31.70
Equity-Suzlon Energy Mar 31, 2025 305.56 3.51 23.93
Equity-Zomato Ltd Mar 31, 2025 451.40 5.18 -9.19
Equity-Amber Enterp. Mar 31, 2025 319.91 3.67 28.11
Equity-Trent Mar 31, 2025 477.97 5.49 4.69
Equity-CG Power & Ind Mar 31, 2025 328.20 3.77 26.89

latest news

Motilal Oswal Mutual Fund announces change in Key Personnel

Motilal Oswal Mutual Fund has announced that Mr. Ranjit Sawant has been app...

Apr 11, 2025 12:07

Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under...

Mar 21, 2025 10:32

Motilal Oswal MF announces change in fund manager under its scheme

Motilal Oswal Mutual Fund has announced change in fund managers under the f...

Mar 12, 2025 11:54

Motilal Oswal MF announces change in fund manager under its scheme

Motilal Oswal Mutual Fund has announced change in fund managers under the f...

Mar 06, 2025 13:16

Motilal Oswal MF launches Active Momentum Fund

Motilal Oswal Mutual Fund has announced the launch of its new open-ended eq...

Mar 04, 2025 13:26

Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under...

Feb 15, 2025 10:32

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Large and Midcap Fund (G)
Contact Persone : Ajay Khandelwal
Registered Address : Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Telephone No : 022-40548002 / 8108622222
Fax No. : 022-30896884
Email : amc:motilaloswal.com
Website : www.motilaloswalmf.com