May 19, 2025
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 (IDCW) | 10.95 | 1.82 | 18.17 | 32.57 |
| Benchmark - Nifty LargeMidcap 250 TRI | 7.54 | 5.01 | 10.84 | 22.88 |
| Category Average - BEST EQUITY PERFORMERS | 5.53 | 2.38 | 9.69 | 22.2 |
| Category Rank | 3/7 | 2/7 | 2/7 | 7/7 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| UTI-Large & Mid Cap Fund (IDCW) | 85.8009 | 0.42 | 13.95 | 25.75 | 31.28 | 4,100.83 | 1.89 | 5,000.00 | invest |
| UTI-Large & Mid Cap Fund (G) | 176.1260 | 0.42 | 13.95 | 25.75 | 31.28 | 4,100.83 | 1.89 | 5,000.00 | invest |
| Mahindra Manulife Large & Mid Cap Fund-Reg (IDCW) | 20.0480 | 0.36 | 2.22 | 18.78 | 27.20 | 2,415.40 | 1.96 | 1,000.00 | invest |
| Mahindra Manulife Large & Mid Cap Fund-Reg (G) | 26.2907 | 0.36 | 2.26 | 18.80 | 27.21 | 2,415.40 | 1.96 | 1,000.00 | invest |
| Quant Large and Mid Cap Fund (G) | 114.9602 | -0.23 | -4.13 | 21.96 | 27.03 | 3,518.89 | 1.89 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Eternal Ltd | Apr 30, 2025 | 520.38 | 5.67 | 15.28 |
|
| Equity-Trent | Apr 30, 2025 | 464.27 | 5.06 | -2.87 |
|
| Equity-Bharat Dynamics | Apr 30, 2025 | 391.29 | 4.26 | 30.07 |
|
| Equity-Bharat Electron | Apr 30, 2025 | 357.61 | 3.90 | 4.24 |
|
| Equity-Bharti Airtel | Apr 30, 2025 | 355.04 | 3.87 | 7.56 |
|
| Equity-Waaree Energies | Apr 30, 2025 | 353.15 | 3.85 | 32.00 |
|
| Equity-Cholaman.Inv.&Fn | Apr 30, 2025 | 349.68 | 3.81 | 26.41 |
|
| Equity-Suzlon Energy | Apr 30, 2025 | 338.81 | 3.69 | 10.88 |
|
| Equity-CG Power & Ind | Apr 30, 2025 | 331.42 | 3.61 | 0.98 |
|
| Equity-Bajaj Finance | Apr 30, 2025 | 326.53 | 3.56 | 14.47 |
|
Motilal Oswal Mutual Fund has announced 03 May 2025 as the record date for ...
Motilal Oswal Mutual Fund has announced that Mr. Ranjit Sawant has been app...
Motilal Oswal Mutual Fund has announced change in exit load structure under...
Motilal Oswal Mutual Fund has announced change in fund managers under the f...
Motilal Oswal Mutual Fund has announced change in fund managers under the f...
Motilal Oswal Mutual Fund has announced the launch of its new open-ended eq...
| AMC Name | : | Motilal Oswal Mutual Fund |
| Fund Name | : | Motilal Oswal Large and Midcap Fund (IDCW) |
| 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 |
