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Fund Overview

Motilal Oswal Large and Midcap Fund (G)

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

Nav (₹)

30.40

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) -3.12 -9.49 11.57 26.17 28.96 NA 21.23
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty LargeMidcap 250 TRI)

1Lakh investment Grown to 1.12 Lakh

10,000 investment Grown to 1.19 Lakh

1Lakh investment Grown to 1.11 Lakh

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Key Parameters
AUM(₹ Cr.) 9,176
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 30 04 25 )
Company Asset No.of shares Value (₹ in Cr)
Eternal Ltd Equity 22380000 520.38
Trent Equity 897567 464.27
Bharat Dynamics Equity 2558136 391.29
Bharat Electron Equity 11385270 357.61
Bharti Airtel Equity 1904200 355.04
Waaree Energies Equity 1355917 353.15
Cholaman.Inv.&Fn Equity 2343404 349.68
Suzlon Energy Equity 60072457 338.81
CG Power & Ind Equity 5287459 331.42
Bajaj Finance Equity 378169 326.53
Hind.Aeronautics Equity 719120 322.73
Inox Wind Equity 17903796 302.61
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 8,712.99 11.57 26.17 28.96 21.23 17-Oct-2019 0.9334 5.37
Motilal Oswal Large Cap Fund 1,919.37 24.78 NA NA 23.15 06-Feb-2024 1.2678 4.05
Motilal Oswal Midcap Fund 26,028.34 18.09 29.52 37.63 22.26 24-Feb-2014 1.0433 5.41
Motilal Oswal Flexi Cap Fund 12,266.94 17.90 23.62 22.93 17.18 28-Apr-2014 0.8919 4.68
Edelweiss Mid Cap Fund 8,633.85 17.25 25.30 32.85 13.47 27-Dec-2007 0.9631 4.90
Invesco India Midcap Fund 5,779.32 17.03 25.28 29.86 16.38 19-Apr-2007 0.9553 4.89
HDFC Defence Fund 4,975.51 16.86 NA NA 46.95 02-Jun-2023 1.2293 9.06
Sundaram Services Fund 3,745.64 16.78 19.12 27.31 19.42 21-Sep-2018 0.7985 3.95
Bandhan Innovation Fund 1,387.32 16.50 NA NA 13.28 30-Apr-2024 0.4991 6.38
SBI Multicap Fund 19,192.41 16.04 18.27 NA 16.46 08-Mar-2022 0.7716 3.94
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