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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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NAV
₹ 32.2229 ₹ -0.03 (-0.08 %)
as on 11-11-2024
Asset Size (AUM)
6,840.21 Cr
Launch Date
Oct 05, 2019
Investment Objective
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Oct 05, 2019
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25.47

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.23 %
Expense Ratio
1.77%
Volatility
13.45 %
Fund House
Motilal Oswal Mutual Fund
Fund Manager
Ajay Khandelwal, Niket Shah, Ankush Sood, Rakesh Shetty
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)

Entry Load
Not applicable
Exit Load
1% - If redeemed on or before 1 Year from the date of allotment for Subscription received Wef 10-July-2024, Nil - If redeemed after 1 Year from the date of allotment.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 11-11-2024

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 48.72 38.26 23.12 25.25 0.0
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 44.65 30.94 19.26 20.66 15.62
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 43.56 31.77 21.72 23.51 15.87
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 42.52 29.8 17.81 21.33 0.0
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 41.72 28.79 18.18 21.55 12.73
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 41.64 27.15 16.86 0.0 0.0
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 41.25 30.25 19.14 23.82 14.16
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 40.37 28.4 17.68 21.17 15.9
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 40.18 24.88 15.41 19.48 0.0
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 38.24 26.95 19.61 23.69 14.82
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings