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  • Motilal Oswal Mutual Fund
  • Motilal Oswal Large and Midcap Fund (Growth)
Motilal Oswal Mutual Fund

Motilal Oswal Large and Midcap Fund (Growth)

EquityLarge & Mid Cap
Top Ranked

25.9662

NAV (Apr 16)

NA
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large & mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Large & Mid Cap Funds
Want the large and mid cap funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

25.9662

NAV (Apr 16)

Fund Returns

Last 1Y
52.4%
Last 3Y
25.7%
Last 5Y
NA
Last 10Y
NA
Since Inception
23.6%
6 Month CAGR
21.3%

Scheme Information

Investment 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.

Expense Ratio
1.87
Launched (5y ago)
Oct 17, 2019
AUM in Crores
3663.463
ISIN
INF247L01965
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.6
Standard Deviation (5yr)
0
Beta (3yr)
0.9
Beta (5yr)
0
Sharpe Ratio (3yr)
1.295
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Ankush Sood

Fund Manager

Niket Shah

Fund Manager

Rakesh Shetty

Fund Manager

Ajay Khandelwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Large and Midcap Fund (Growth)70%14,24,638 6,92,02625.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-04-16

Top Stock Holdings

kalyan jewellers india ltd

6.7%
6.7%

zomato ltd

6.5%
6.5%

trent ltd

6.2%
6.2%

jio financial services ltd

6%
6%

prestige estates projects ltd

5.3%
5.3%
See all holdings

Allocation by Sector

consumer cyclical

24.3%
24.3%

financial services

21.9%
21.9%

industrials

20%
20%

healthcare

11.2%
11.2%

real estate

8.7%
8.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 21,475 cr

₹ 14,075 cr

₹ 41,281 cr

₹ 60,559 cr

amc-img

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 46,044 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 26 equity,19 debt and 9 hybrid funds.amc-img
phone-img022-39804263
Fund NameScripbox Opinion
Till Date CAGR

36%

22.8%

25.7%

23.6%

4.3%

4.1%

11.7%

23%

4.3%

3.3%

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 23.6% over a period of 4 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Ajay Khandelwal, Ankush Sood, Niket Shah, Rakesh Shetty.

Nav of Motilal Oswal Large and Midcap Fund (G) as of 4/16/2024 is ₹25.97 with the total AUM as of 4/18/2024 is ₹3663.463. 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 Nifty LargeMidcap 250 TR INR.

Motilal Oswal Large and Midcap Fund (G) is rated as a 4 fund in Equity and delivered 52.4% 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)?

Motilal Oswal Large and Midcap Fund (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 Top Ranked 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 1.87% for regular plan.