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Fund Overview

Motilal Oswal Large and Midcap Fund (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

32.86

Inception Date

17-10-2019

Category

Equity - Diversified
Investment Objectives

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.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Motilal Oswal Large and Midcap Fund (G) 12.58 14.41 7.69 27.05 28.06 NA 22.67
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty LargeMidcap 250 TRI)

1Lakh investment Grown to 1.08 Lakh

10,000 investment Grown to 1.25 Lakh

1Lakh investment Grown to 1.00 Lakh

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Key Parameters
AUM(₹ Cr.) 12,428
Type OPEN ENDED
Entry Load
Minimum investment(₹) 500
Expense Ratio (%) 0.73
Benchmark Nifty LargeMidcap 250 TRI
Fund Manager Ajay Khandelwal
Exit
Incrimental Invest(₹) 500
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 31 07 25 )
Company Asset No.of shares Value (₹ in Cr)
Eternal Ltd Equity 28540351 878.47
Bharat Electron Equity 14665433 561.83
CG Power & Ind Equity 7219053 477.68
Waaree Energies Equity 1549581 463.70
Apar Inds. Equity 509954 454.24
Cholaman.Inv.&Fn Equity 3106821 448.38
Siemens Ener.Ind Equity 1370417 443.73
Amber Enterp. Equity 556941 443.52
Multi Comm. Exc. Equity 572826 440.68
Prestige Estates Equity 2640517 429.48
Samvardh. Mothe. Equity 43915912 426.73
Hind.Aeronautics Equity 904737 410.20
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
Motilal Oswal Large and Midcap Fund 12,427.89 7.69 27.05 28.06 22.67 17-Oct-2019 1.2 5.25
Motilal Oswal Multi Cap Fund 4,130.34 16.65 NA NA 26.04 18-Jun-2024 0.9319 6.37
Invesco India Midcap Fund 7,801.80 14.77 27.50 28.62 17.03 19-Apr-2007 1.3431 4.60
Motilal Oswal Large Cap Fund 2,636.51 13.52 NA NA 23.20 06-Feb-2024 1.3383 3.76
Helios Financial Services Fund 188.65 12.72 NA NA 11.75 24-Jun-2024 0.4649 4.12
Invesco India Large & Mid Cap Fund 8,007.10 12.41 24.76 24.22 13.65 09-Aug-2007 1.3059 4.24
Bandhan Financial Services Fund 1,057.98 10.64 NA NA 19.89 28-Jul-2023 1.0809 3.85
WhiteOak Capital Special Opportunities Fund 1,092.96 10.58 NA NA 22.27 04-Jun-2024 0.5333 5.06
Bandhan Focused Fund 1,974.06 9.56 17.60 17.63 11.79 16-Mar-2006 0.9489 3.96
Sundaram Services Fund 4,366.51 9.43 17.48 24.68 19.57 21-Sep-2018 1.0518 3.62
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