Jul 26, 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 (IDCW) | 1.67 | 25.15 | 51.15 | 24.72 |
| Benchmark - Nifty LargeMidcap 250 TRI | 2.2 | 19.8 | 42.16 | 22.61 |
| Category Average - BEST EQUITY PERFORMERS | 3.4 | 23.8 | 43.75 | 21.62 |
| Category Rank | 9/8 | 3/8 | 8/8 | 7/8 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Kotak Equity Opportunities (G) | 340.2100 | 1.92 | 43.77 | 22.93 | 24.05 | 24,055.26 | 1.60 | 100.00 | invest |
| Kotak Equity Opportunities (IDCW) | 59.3540 | 1.92 | 43.77 | 22.93 | 23.86 | 24,055.26 | 1.60 | 100.00 | invest |
| Navi Large & Midcap Fund (IDCW-H) | 35.9214 | 1.86 | 28.05 | 0.00 | 0.00 | 311.66 | 2.25 | 10.00 | invest |
| Navi Large & Midcap Fund (G) | 35.9121 | 1.86 | 28.05 | 18.41 | 19.38 | 311.66 | 2.25 | 10.00 | invest |
| SBI Large & Midcap Fund (G) | 592.0737 | -0.10 | 33.72 | 20.28 | 22.64 | 25,628.52 | 1.62 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Zomato Ltd | Jun 30, 2024 | 330.02 | 6.68 | 15.82 |
|
| Equity-Trent | Jun 30, 2024 | 312.90 | 6.33 | 20.19 |
|
| Equity-Prestige Estates | Jun 30, 2024 | 312.28 | 6.32 | 18.47 |
|
| Equity-Kalyan Jewellers | Jun 30, 2024 | 271.26 | 5.49 | 17.11 |
|
| Equity-Jio Financial | Jun 30, 2024 | 224.28 | 4.54 | 4.01 |
|
| Equity-Bharat Electron | Jun 30, 2024 | 205.72 | 4.16 | 21.52 |
|
| Equity-CG Power & Ind | Jun 30, 2024 | 199.32 | 4.03 | 9.52 |
|
| Equity-Bharti Airtel | Jun 30, 2024 | 184.26 | 3.73 | 29.56 |
|
| Equity-Suzlon Energy | Jun 30, 2024 | 175.84 | 3.56 | 10.93 |
|
| Equity-IndusInd Bank | Jun 30, 2024 | 172.81 | 3.50 | 0.18 |
|
Motilal Oswal Mutual Fund has announced 18 July 2024 as the record date for...
Motilal Oswal Mutual Fund has announced change in exit load structure under...
Mr. Sunil Sawant is appointed as Fund Manager for the following schemes of ...
Motilal Oswal Mutual Fund has announced change in scheme name under the fol...
Motilal Oswal Mutual Fund has announced that New Fund Offer (NFO) Period of...
Motilal Oswal Asset Management Company (AMC) announced the launch of Motila...
| 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 |
| : | mfservice:motilaloswal.com | |
| Website | : | www.motilaloswalmf.com |
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