Sandbox
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Category: Equity: Large and Mid Cap
Launch Date: 01-10-2019
AUM:
₹ 15,055.38 Cr
Expense Ratio
1.67%
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 | -0.18 | 23.89 | 21.2 |
| NIFTY LARGE MIDCAP 250 TRI | 10.35 | 19.2 | 18.21 |
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
32.3808
Last change
-0.04 (-0.1087%)
Fund Size (AUM)
₹ 15,055.38 Cr
Performance
20.29% (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 | 5.59 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 4.44 |
| MUTHOOT FINANCE LIMITED EQ | 4.4 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 4.27 |
| Bajaj Finance Limited | 4.16 |
| PTC INDUSTRIES LIMITED EQ | 4.16 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 3.81 |
| WAAREE ENERGIES LIMITED EQ | 3.71 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 3.71 |
| Billionbrains Garage Ventures Ltd. | 3.5 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 34.16 |
| Financial Services | 33.49 |
| Automobile and Auto Components | 11.16 |
| Consumer Services | 7.93 |
| Healthcare | 3.41 |
| Realty | 3.1 |
| Chemicals | 2.88 |
| Consumer Durables | 2.7 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Large and MidCap Reg Gr | 21.2 |
| SBI Large & MidCap Reg Gr | 18.26 |
| ICICI Pru Large & MidCap Gr | 21.52 |
| Helios Large & Mid Cap Fund Reg Gr | 0.0 |
| Mirae Asset Large & Midcap Fund Reg Plan Gr | 15.95 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 0.0 |
| Bandhan Large & Mid Cap Reg Gr | 20.42 |
| Kotak Large & Midcap Fund Gr Reg | 17.82 |
| UTI Large & Mid Cap Fund Reg Gr | 20.31 |
| DSP Large & Mid Cap Reg Gr | 17.88 |