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Partner With Us NRI

May 13, 2022


Category

Equity

AUM (Cr.)

1,183.62

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

2.48

Sharpe Ratio

10.98

Beta Ratio

0.00

Fund Manager

Aditya Khemani

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

Period(Year)

Amount

  • 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) -10.96 -18.65 7.43 0 0 14.52
Benchmark - Nifty LargeMidcap 250 TRI -11.06 -13.62 9.24 17.16 12.02 0
Category Average - BEST EQUITY PERFORMERS -11.14 -14.83 9.15 15.44 9.96 14.47
Category Rank 8/4 6/4 5/4 6/4 6/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
AXIS Growth Opportunities Fund - Regular (G) 17.8300 0.68 7.41 19.61 0.00 7,444.86 1.74 5,000.00 invest
L&T Large & Midcap Fund (G) 61.2110 0.56 4.32 11.24 6.69 1,494.47 2.25 5,000.00 invest
Franklin India Equity Advantage Fund (G) 108.8872 0.49 7.50 12.95 8.49 2,714.52 0.00 5,000.00 invest
HSBC Large and Mid Cap Equity Fund (G) 13.8919 0.46 6.31 13.90 0.00 493.37 2.46 5,000.00 invest
ICICI Pru Large & Mid Cap Fund - (IDCW) 20.8700 -95.75 15.96 17.01 10.40 4,703.58 2.22 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-ICICI Bank Apr 30, 2022 116.98 9.88 1.78
Equity-Cholaman.Inv.&Fn Apr 30, 2022 69.94 5.91 2.83
Equity-St Bk of India Apr 30, 2022 56.43 4.77 0.56
Equity-Axis Bank Apr 30, 2022 53.41 4.51 -4.28
Equity-Fortis Health. Apr 30, 2022 49.34 4.17 19.49
Equity-Larsen & Toubro Apr 30, 2022 48.80 4.12 -13.46
Equity-UltraTech Cem. Apr 30, 2022 48.73 4.12 0.42
Equity-Jubilant Food. Apr 30, 2022 47.51 4.01 3.55
Equity-Dr Lal Pathlabs Apr 30, 2022 45.45 3.84 -0.41
Equity-Medplus Health Apr 30, 2022 41.72 3.52 -2.30

latest news

Motilal Oswal Dynamic Fund Announces Income Distribution cum Capital Withdrawal (IDCW)

Motilal Oswal Mutual Fund has announced 02 May 2022 as the record date for ...

Apr 27, 2022 09:49

Motilal Oswal Dynamic Fund Announces Income Distribution cum Capital Withdrawal (IDCW)

Motilal Oswal Mutual Fund has announced 28 March 2022 as the record date fo...

Mar 31, 2022 09:34

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

Motilal Oswal Mutual Fund has announced 28 March 2022 as the record date fo...

Mar 23, 2022 09:50

Motilal Oswal Dynamic Fund Announces Income Distribution cum Capital Withdrawal (IDCW)

Motilal Oswal Mutual Fund has announced 25 January 2022 as the record date ...

Jan 20, 2022 10:48

Motilal Oswal Mutual Fund Announces temporarily suspend lump-sum subscription under the schemes

Motial Oswal Trustee Company Limited, the Trustees to Motilal Oswal Mutual ...

Jan 14, 2022 12:53

Motilal Oswal Dynamic Fund Announces Income Distribution cum Capital Withdrawal (IDCW)

Motilal Oswal Mutual Fund has announced 14 October 2021 as the record date ...

Oct 09, 2021 11:54

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Large and Midcap Fund (G)
Contact Persone : Aditya Khemani
Registered Address : Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi mumbai 4000
Telephone No : 022-39804263
Fax No. : 022-30896884
Email : mfservice:motilaloswal.com
Website : www.motilaloswalmf.com