Motilal Oswal Large and Midcap Fund – Dir Growth

Equity · Large & Mid Cap
 · ★★★★★
₹ 500
Min SIP
₹ 500
Min Lumpsum
0.5 %
Expense Ratio
★★★★★
Rating
3,663
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 12 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 57.2% 28.9% - 26.1%
Category Average 46.4% 24% 20.2% -

Scheme Allocation

By Holding
By Sector
By Asset
6.47%
6.15%
Others
69.37%
View all Holdings
Holdings Sector Instrument Asset
Kalyan Jewellers Diamond, Gems and Jewellery Equity 6.68%
Zomato Ltd E-Commerce/App based Aggregator Equity 6.47%
Trent Retail Equity 6.15%
Jio Financial Finance Equity 6.05%
Prestige Estates Realty Equity 5.27%
IndusInd Bank Banks Equity 5%
Global Health Healthcare Equity 4.66%
Interglobe Aviat Air Transport Service Equity 3.68%
Phoenix Mills Realty Equity 3.47%
Fortis Health. Healthcare Equity 3.44%
Mankind Pharma Pharmaceuticals Equity 3.14%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 3.13%
Suzlon Energy Capital Goods - Electrical Equipment Equity 3.12%
NTPC Power Generation & Distribution Equity 2.73%
Kaynes Tech Consumer Durables Equity 2.67%
IDFC First Bank Banks Equity 2.67%
TVS Motor Co. Automobile Equity 2.64%
Tube Investments Auto Ancillaries Equity 2.5%
Inox Wind Capital Goods - Electrical Equipment Equity 2.38%
Amber Enterp. Consumer Durables Equity 2.37%
Bharat Dynamics Aerospace & Defence Equity 2.34%
Multi Comm. Exc. Financial Services Equity 2.29%
BSE Financial Services Equity 2.23%
Gujarat Fluoroch Chemicals Equity 2.19%
L&T Technology IT - Software Equity 2.02%
Angel One Stock/ Commodity Brokers Equity 1.93%
Welspun Corp Steel Equity 1.8%
Religare Enterp. Finance Equity 1.71%
Coforge IT - Software Equity 1.01%
Apar Inds. Capital Goods - Electrical Equipment Equity 0.17%
Retailing
12.57%
Finance
8.85%
Healthcare Services
8.59%
Realty
8.55%
Electrical Equipments
8.36%
Others
53.08%
View all Sectors
Sectors Asset
Retailing 12.57%
Finance 8.85%
Healthcare Services 8.59%
Realty 8.55%
Electrical Equipments 8.36%
Consumer Durables 8.07%
Banks 8.02%
Capital Markets 6.78%
Industrial Products 3.65%
Transport Services 3.45%
Pharmaceuticals & Biotech 3.07%
Power 2.87%
Automobiles 2.77%
Industrial Manufacturing 2.64%
Aerospace & Defense 2.55%
Chemicals & Petrochemical 2.18%
IT-Services 2.06%
Auto Components 2.01%
IT-Software 1.26%
Debt 1.15%
Cash & Others 0.57%
Equity
95.91%
Reverse Repos
3.3%
Net Curr Ass/Net Receivables
0.79%

Advance Ratio

4.71
Alpha
3.92
SD
0.91
Beta
1.3
Sharpe

Exit Load

Exit Load 1.00% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.

Fund Objective

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.

Fund Managers

Aditya Khemani

Aditya Khemani is a fund manager for the Motilal Oswal mutual fund. Unlike many other fund managers, Aditya has a high degree of success in his investment decisions. His ability to make smart decisions will help the Motilal Oswal mutual fund continue to provide a good return.
He has been a key player in setting new benchmarks for returns. He is also one of the most followed investors in the country. He built his competence at the Company, starting his career as an associate in the equity research department of Motilal Oswal Securities and then moving to portfolios management after a year. He later became the lead manager for Motilal Oswal AMC’s largest schemes.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Motilal Oswal Mutual Fund
AUM:
35,484 Cr
Address:
Motilal Oswal Tower,10th flr Rahimtu- llah sayani road opp parel st depot prabhadevi mumbai 4000
Contact:
022-39804263
Email ID:
mfservice@motilaloswal.com

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Frequently Asked Questions

How to invest in Motilal Oswal Large and Midcap Fund – Dir Growth ?

You can invest in Motilal Oswal Large and Midcap Fund – Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Motilal Oswal Large and Midcap Fund – Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Motilal Oswal Large and Midcap Fund – Dir Growth ?

The NAV of Motilal Oswal Large and Midcap Fund – Dir Growth is ₹28.2 as of 12 April 2024.

How to redeem Motilal Oswal Large and Midcap Fund – Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Motilal Oswal Large and Midcap Fund – Dir Growth?

The minimum SIP amount of Motilal Oswal Large and Midcap Fund – Dir Growth is ₹500

What are the top sectors Motilal Oswal Large and Midcap Fund – Dir Growth has invested in?

The top sectors Motilal Oswal Large and Midcap Fund – Dir Growth has invested in are
  1. Retailing - 12.57%
  2. Finance - 8.85%
  3. Healthcare Services - 8.59%
  4. Realty - 8.55%
  5. Electrical Equipments - 8.36%

Can I make investments in both the SIP and Lump Sum schemes of Motilal Oswal Large and Midcap Fund – Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Motilal Oswal Large and Midcap Fund – Dir Growth based on your investment objective and risk tolerance.

How much returns have Motilal Oswal Large and Midcap Fund – Dir Growth generated ?

The Motilal Oswal Large and Midcap Fund – Dir Growth has delivered 26.1% since inception

What is the expense ratio of Motilal Oswal Large and Midcap Fund – Dir Growth ?

The expense ratio of Motilal Oswal Large and Midcap Fund – Dir Growth is 0.5 % as of 12 April 2024.

What is the AUM of Motilal Oswal Large and Midcap Fund – Dir Growth?

The AUM of Motilal Oswal Large and Midcap Fund – Dir Growth is ₹35,484 Cr as of 12 April 2024

What are the top stock holdings of Motilal Oswal Large and Midcap Fund – Dir Growth?

The top stock holdings of Motilal Oswal Large and Midcap Fund – Dir Growth are
  1. Kalyan Jewellers - 6.68%
  2. Zomato Ltd - 6.47%
  3. Trent - 6.15%
  4. Jio Financial - 6.05%
  5. Prestige Estates - 5.27%

How can I redeem my investments in Motilal Oswal Large and Midcap Fund – Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Motilal Oswal Large and Midcap Fund – Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now