Motilal Oswal Large And Midcap Fund - Regular Plan Growth
Category: Equity: Large and Mid Cap
Launch Date: 01-10-2019
AUM:
18,444.81 Cr
Expense Ratio
1.85%
Benchmark
Nifty Large Midcap 250 TRI
ISIN
INF247L01965
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Ankit Agarwal, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Large And Midcap Fund - Regular Plan Growth | 12.49 | 22.87 | 18.22 |
| NIFTY LARGE MIDCAP 250 TRI | 7.14 | 15.01 | 14.25 |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
36.9423
Last change
-0.21 (-0.5666%)
Fund Size (AUM)
₹ 18,444.81 Cr
Performance
20.74% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Fund Manager
Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Ankit Agarwal, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ZOMATO LIMITED EQ | 5.05 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 5.02 |
| MUTHOOT FINANCE LIMITED EQ | 4.56 |
| Shriram Finance Limited | 4.46 |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/- | 4.27 |
| Multi Commodity Exchange of India L | 4.27 |
| APAR INDUSTRIES LIMITED EQ | 4.23 |
| SUZLON ENERGY LIMITED EQ. NEW RS. 2/- | 4.17 |
| PTC INDUSTRIES LIMITED EQ | 3.96 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 3.79 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 35.66 |
| Financial Services | 24.97 |
| Automobile and Auto Components | 10.7 |
| Consumer Services | 6.98 |
| Healthcare | 6.47 |
| Consumer Durables | 5.45 |
| Chemicals | 3.57 |
| Telecommunication | 2.55 |
| Metals & Mining | 2.35 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Large And Midcap Reg Gr | 18.22 |
| HSBC Large And Mid Cap Gr | 14.85 |
| Sundaram Large And Midcap Gr | 13.0 |
| Quant Large & Midcap Gr | 15.76 |
| Bank Of India Large & Mid Cap Fund Eco Plan Gr | 12.73 |
| Invesco India Large And Mid Cap Gr | 17.25 |
| Bank Of India Large & Mid Cap Fund Reg Plan Gr | 12.05 |
| ABSL Large & Mid Cap Fund Reg Gr | 9.1 |
| Axis Large & Mid Cap Fund Reg Gr | 12.89 |
| Union Large & Midcap Reg Gr | 12.34 |