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NRI

Dec 11, 2024


Category

Equity

AUM (Cr.)

6,840.21

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

1.77

Sharpe Ratio

31.37

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.

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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) 8.96 24.01 50.66 27.64 27.51 27.58
Benchmark - Nifty LargeMidcap 250 TRI 3.36 7.87 27.93 19.01 23.88 0
Category Average - BEST EQUITY PERFORMERS 4.5 10.24 31.95 18.88 22.4 17.65
Category Rank 4/7 3/7 5/7 8/7 8/7 7/7
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 46.35 21.93 23.20 3,608.53 1.94 5,000.00 invest
HSBC Large & Mid Cap Fund (IDCW) 24.2581 0.53 46.35 21.93 23.20 3,608.53 1.94 5,000.00 invest
LIC MF Large & Mid Cap Fund - Regular (G) 40.1456 0.40 35.30 17.68 20.35 3,082.73 0.00 5,000.00 invest
LIC MF Large & Mid Cap Fund - Regular (IDCW) 32.5039 0.40 35.30 17.68 20.35 3,082.73 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

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-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

latest news

Motilal Oswal Mutual Fund announces change in Exit Load Structure

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

Nov 26, 2024 11:02

Motilal Oswal Nifty MidSmall Healthcare Index Fund announces Extension of NFO period

Motilal Oswal Mutual Fund has announced that New Fund Offer (NFO) Period of...

Nov 07, 2024 12:27

Motilal Oswal MF announces change in Fund Manager of the following scheme

Motilal Oswal Mutual Fund has announced change in Fund Managers of the foll...

Oct 26, 2024 11:33

Motilal Oswal MF announces change in Fund Manager of the following schemes

Motilal Oswal Mutual Fund has announced change in Fund Managers of the foll...

Oct 15, 2024 12:29

Motial Oswal MF Announces Income Distribution cum Capital Withdrawal (IDCW) under its scheme

Motilal Oswal Mutual Fund has announced 14 October 2024 as the record date ...

Oct 10, 2024 09:21

Motilal Oswal MF announces change in Fund Manager of the following schemes

Motilal Oswal Mutual Fund has announced change in Fund Managers of the foll...

Oct 01, 2024 11:33

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