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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Category: Equity: Large and Mid Cap Launch Date: 01-10-2019
AUM:

13,995.29 Cr

Expense Ratio

1.7%

Benchmark

NIFTY Large Midcap 250 TRI

ISIN

INF247L01965

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

Mr. Aditya Khemani

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 13.5 26.64 21.8
NIFTY LARGE MIDCAP 250 TRI 7.4 19.48 17.02
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
34.7305
Last change
-0.02 (-0.0682%)
Fund Size (AUM)
₹ 13,995.29 Cr
Performance
20.68% (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. Aditya Khemani
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
ZOMATO LIMITED EQ 5.05
Shriram Finance Limited 5.01
Multi Commodity Exchange of India Ltd 4.99
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- 4.81
APAR INDUSTRIES LIMITED EQ 4.79
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- 4.47
MUTHOOT FINANCE LIMITED EQ 4.43
PTC INDUSTRIES LIMITED EQ 4.36
Billionbrains Garage Ventures Ltd 4.2
WAAREE ENERGIES LIMITED EQ 3.86

Sector Allocation

Sector Holdings (%)
Capital Goods 34.03
Financial Services 32.0
Automobile and Auto Components 11.89
Consumer Services 7.01
Consumer Durables 3.77
Chemicals 3.26
Realty 3.01
Healthcare 2.98
Metals & Mining 0.19