Dec 11, 2024
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.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Motilal Oswal Large and Midcap Fund (G) | 8.38 | 24.24 | 50.57 | 27.45 |
| Benchmark - Nifty LargeMidcap 250 TRI | 3.36 | 7.87 | 27.93 | 19.01 |
| Category Average - BEST EQUITY PERFORMERS | 4.09 | 10.44 | 32.26 | 18.8 |
| Category Rank | 3/7 | 4/7 | 5/7 | 8/7 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| HSBC Large & Mid Cap Fund (G) | 29.1473 | 0.53 | 46.13 | 21.72 | 23.21 | 3,608.53 | 1.94 | 5,000.00 | invest |
| HSBC Large & Mid Cap Fund (IDCW) | 24.2581 | 0.53 | 46.14 | 21.72 | 23.21 | 3,608.53 | 1.94 | 5,000.00 | invest |
| Franklin India Equity Advantage Fund (G) | 189.9599 | 0.42 | 29.19 | 14.67 | 19.65 | 3,517.97 | 0.00 | 5,000.00 | invest |
| Franklin India Equity Advantage Fund (IDCW) | 23.5251 | 0.42 | 29.19 | 14.67 | 19.65 | 3,517.97 | 0.00 | 5,000.00 | invest |
| Helios Large & Mid Cap Fund - Regular (IDCW) | 10.6200 | 0.00 | 0.00 | 0.00 | 0.00 | 178.80 | 2.38 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Zomato Ltd | Nov 30, 2024 | 626.10 | 8.12 | 57.39 |
|
| Equity-Trent | Nov 30, 2024 | 498.78 | 6.47 | 16.69 |
|
| Equity-Kalyan Jewellers | Nov 30, 2024 | 415.10 | 5.38 | 5.05 |
|
| Equity-Bharti Airtel | Nov 30, 2024 | 379.12 | 4.92 | 39.73 |
|
| Equity-Samvardh. Mothe. | Nov 30, 2024 | 284.79 | 3.69 | -10.22 |
|
| Equity-Prestige Estates | Nov 30, 2024 | 277.44 | 3.60 | 2.75 |
|
| Equity-Coforge | Nov 30, 2024 | 273.63 | 3.55 | 26.80 |
|
| Equity-Apar Inds. | Nov 30, 2024 | 266.59 | 3.46 | 4.65 |
|
| Equity-Suzlon Energy | Nov 30, 2024 | 264.79 | 3.43 | -5.93 |
|
| Equity-Premier Energies | Nov 30, 2024 | 258.56 | 3.35 | 19.76 |
|
Motilal Oswal Mutual Fund has announced change in exit load structure under...
Motilal Oswal Mutual Fund has announced that New Fund Offer (NFO) Period of...
Motilal Oswal Mutual Fund has announced change in Fund Managers of the foll...
Motilal Oswal Mutual Fund has announced change in Fund Managers of the foll...
Motilal Oswal Mutual Fund has announced 14 October 2024 as the record date ...
Motilal Oswal Mutual Fund has announced change in Fund Managers of the foll...
| 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 |
| : | amc:motilaloswal.com | |
| Website | : | www.motilaloswalmf.com |
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