Motilal Oswal Large and Midcap Fund
500
Min SIP
500
Min Lumpsum
0.68 %
Expense Ratio
Rating
1,543
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 24.5% | 30.1% | - | 20.2% | ||||
| Category Average | 15.3% | 29.3% | 13.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Trent
Global Health
Titan Company
Fortis Health.
ICICI Bank
Others
Advance Ratio
0.26
Alpha
4.38
SD
0.89
Beta
0.52
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
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large & Mid Cap .
-
- 8,589
-
18.2%Fund Size - 8,589
-
32.9%Fund Size - 8,589
-
14.5%Fund Size - 8,589
-
- Equity .
- Large & Mid Cap .
-
- 7,364
-
17.4%Fund Size - 7,364
-
31.9%Fund Size - 7,364
-
15.2%Fund Size - 7,364
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- Equity .
- Large & Mid Cap .
-
- 10,512
-
19.7%Fund Size - 10,512
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31%Fund Size - 10,512
-
15.4%Fund Size - 10,512
-
- Equity .
- Large & Mid Cap .
-
- 1,619
-
16.9%Fund Size - 1,619
-
29.6%Fund Size - 1,619
-
12.1%Fund Size - 1,619
-
- Equity .
- Large & Mid Cap .
-
- 2,446
-
19.4%Fund Size - 2,446
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29.5%Fund Size - 2,446
-
12.6%Fund Size - 2,446
AMC Contact Details
Motilal Oswal Mutual Fund
AUM:
33,029 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
Frequently Asked Questions
How to invest in Motilal Oswal Large and Midcap Fund ?
You can invest in Motilal Oswal Large and Midcap Fund 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 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 ?
The NAV of Motilal Oswal Large and Midcap Fund is ₹19.5 as of 02 June 2023.
How to redeem Motilal Oswal Large and Midcap Fund 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?
The minimum SIP amount of Motilal Oswal Large and Midcap Fund is ₹500
What are the top sectors Motilal Oswal Large and Midcap Fund has invested in??
The top sectors Motilal Oswal Large and Midcap Fund has invested in are
- Trent - 5.33%
- Global Health - 5.33%
- Titan Company - 4.5%
- Fortis Health. - 4.46%
- ICICI Bank - 4.44%
How much returns have Motilal Oswal Large and Midcap Fund generated ?
The Motilal Oswal Large and Midcap Fund has delivered 20.2% since inception
What is the expense ratio of Motilal Oswal Large and Midcap Fund ?
The expense ratio of Motilal Oswal Large and Midcap Fund is 0.68 % as of 02 June 2023.
What is the AUM of Motilal Oswal Large and Midcap Fund?
The AUM of Motilal Oswal Large and Midcap Fund is ₹33,029 Cr as of 02 June 2023
What are the top stock holdings of Motilal Oswal Large and Midcap Fund?
The top stock holdings of Motilal Oswal Large and Midcap Fund are
- Trent - 5.33%
- Global Health - 5.33%
- Titan Company - 4.5%
- Fortis Health. - 4.46%
- ICICI Bank - 4.44%