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Partner With Us NRI

Apr 12, 2024


Category

Equity

AUM (Cr.)

3,663.46

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

1.88

Sharpe Ratio

36.68

Beta Ratio

0.00

Fund Manager

Niket Shah

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 (IDCW) 6.46 23.28 55.03 27.5 0 24.42
Benchmark - Nifty LargeMidcap 250 TRI 3.33 20.43 46.39 23.95 20.19 0
Category Average - BEST EQUITY PERFORMERS 3.84 20.36 44.27 22.64 18.8 16.08
Category Rank 4/9 6/9 8/9 7/9 7/9 9/9
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
AXIS Growth Opportunities Fund - Regular (IDCW) 19.2400 0.16 48.25 19.97 21.57 11,738.74 1.72 100.00 invest
AXIS Growth Opportunities Fund - Regular (G) 28.3800 0.14 48.20 19.96 21.56 11,738.74 1.72 100.00 invest
LIC MF Large & Mid Cap Fund - Regular (G) 32.3544 -0.29 39.86 19.16 16.97 2,551.04 0.00 5,000.00 invest
LIC MF Large & Mid Cap Fund - Regular (IDCW) 26.1958 -0.29 39.86 19.16 16.97 2,551.04 0.00 5,000.00 invest
Union Large & Midcap Fund (G) 22.4400 -0.93 37.84 20.67 0.00 705.70 0.00 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-Kalyan Jewellers Mar 31, 2024 244.82 6.68 16.89
Equity-Zomato Ltd Mar 31, 2024 237.19 6.47 10.06
Equity-Trent Mar 31, 2024 225.43 6.15 1.71
Equity-Jio Financial Mar 31, 2024 221.53 6.05 -3.43
Equity-Prestige Estates Mar 31, 2024 193.05 5.27 2.14
Equity-IndusInd Bank Mar 31, 2024 183.25 5.00 5.30
Equity-Global Health Mar 31, 2024 170.83 4.66 -3.16
Equity-Interglobe Aviat Mar 31, 2024 134.85 3.68 12.46
Equity-Phoenix Mills Mar 31, 2024 127.08 3.47 17.53
Equity-Fortis Health. Mar 31, 2024 126.06 3.44 2.99

latest news

Motilal Oswal Midcap Fund Announces change in Exit Load Structure

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

Mar 18, 2024 12:32

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

Motilal Oswal Mutual Fund has announced 19 March 2024 as the record date fo...

Mar 16, 2024 09:44

Motilal Oswal Mutual Fund Announces merger Motilal Oswal Equity Hybrid Fund Merger into Motilal Oswal Balanced Advantage Fund

Motilal Oswal Mutual Fund has approved the merger of Motilal Oswal Equity H...

Dec 15, 2023 09:17

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

Motilal Oswal Mutual Fund has announced 15 December 2023 as the record date...

Dec 13, 2023 11:02

Ajay Khandelwal appointed as Fund Manager-Equity for two funds of Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund has announced that Mr. Ajay Khandelwal has been ...

Dec 11, 2023 13:26

Motilal Oswal Small Cap Fund Floats On

Motilal Oswal Mutual Fund has launched a new fund named as Motilal Oswal Sm...

Nov 28, 2023 12:38

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Large and Midcap Fund (IDCW)
Contact Persone : Niket Shah
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