- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Large and Midcap Fund (Growth)
Motilal Oswal Large and Midcap Fund (Growth)
₹ 18.4333
NAV (Jun 05)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 18.4333
NAV (Jun 5)
Fund Returns
Last 1Y | 22.7% |
Last 3Y | 28% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 18.3% |
6 Month CAGR | 4.9% |
Scheme Information
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.
Expense Ratio | 2.09 |
Launched (4y ago) | Oct 17, 2019 |
AUM in Crores | 1487.865 |
ISIN | INF247L01965 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.1 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.89 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.505 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Large and Midcap Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
trent ltd
5.3%global health ltd
5.3%fortis healthcare ltd
4.5%titan co ltd
4.5%icici bank ltd
4.4%Allocation by Sector
financial services
29.8%consumer cyclical
25.4%healthcare
14%industrials
11.5%basic materials
8.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 8,056 cr | ||
₹ 10,178 cr | ||
₹ 14,448 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
About the AMC
Motilal Oswal Asset Management Co. Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
39.3% | 20.5% | ||
16.8% | 21.7% | ||
37.3% | 18.3% | ||
37.3% | 18.3% | ||
25.1% | 13.7% |
Motilal Oswal Large and Midcap Fund (G) Review
Motilal Oswal Large and Midcap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 18.3% over a period of 3 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Aditya Khemani, Ankush Sood, Rakesh Shetty.
Nav of Motilal Oswal Large and Midcap Fund (G) as of 6/5/2023 is ₹18.43 with the total AUM as of 6/6/2023 is ₹1487.865. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Large and Midcap Fund (G) was launched on Oct 17, 2019. The category risk of the fund is Very High Risk.
The minimum SIP amount for Motilal Oswal Large and Midcap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Motilal Oswal Large and Midcap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty LargeMidcap 250 TR INR.
Motilal Oswal Large and Midcap Fund (G) is rated as a 0 fund in Equity and delivered 22.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Large and Midcap Fund (G).
Frequently Asked Questions
What is Motilal Oswal Large and Midcap Fund (G)?
How to invest in Motilal Oswal Large and Midcap Fund (G)?
You can invest in Motilal Oswal Large and Midcap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Motilal Oswal Large and Midcap Fund (G)?
The minimum sip amount for Motilal Oswal Large and Midcap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal Large and Midcap Fund (G) good to invest in?
As per Scripbox experts, Motilal Oswal Large and Midcap Fund (G) is a Not Reviewed Yet fund. You can investMotilal Oswal Large and Midcap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Motilal Oswal Large and Midcap Fund (G)?
The expense ratio of the Motilal Oswal Large and Midcap Fund (G) is 2.09% for regular plan.