scripbox logo
    scripbox logo
    search iconsearch icon
    user avatarLogin
    • right-arrow
    • Mutual Funds
      right-arrow
    • Motilal Oswal Mutual Fund
      right-arrow
    • Motilal Oswal Large and Midcap Fund (Growth)
    Motilal Oswal Mutual Fund

    Motilal Oswal Large and Midcap Fund (Growth)

    EquityDiversified

    16.792

    NAV (Sep 23)

    30.7%
    Till Date CAGR
    Scripbox Opinion

    Neutral

    Scripbox recommends other funds for investment in diversified.

    Click here to see our recommendations.

    Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

    Relative Size

    820 Cr. Medium within the category

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Consistently poor. The historical performance of the fund has been consistently poor

    Invest in this fund
    Explore a scientifically created Scripbox plan within this asset class.
    Build Long Term Wealth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education

    No single fund can achieve what a plan can. Learn why

    chart-amc-about

    Historical NAV

    16.792

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    78.5%
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    30.7%
    6 Month CAGR
    26.8%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.45
    Launched (2y ago)
    Oct 17, 2019
    AUM in Crores
    819.230
    ISIN
    INF247L01965
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty LargeMidcap 250 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Abhiroop Mukherjee

    Fund Manager

    user-avatar

    Aditya Khemani

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

    build-long-item-wealth-img

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Motilal Oswal Asset Management Co. Ltd

    Motilal Oswal Asset Management Co. Ltd manages assets worth 29,106 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,18 debt and 7 hybrid funds.

    amc-img

  • tel-amc-about
    022-39804263
  • mail-amc-about
    mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    12.3%

    19%

    top-ranked-badge

    17.4%

    15.9%

    top-ranked-badge

    16.8%

    16.3%

    top-ranked-badge

    %

    35.1%

    top-ranked-badge

    15.6%

    15.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Motilal Oswal Large and Midcap Fund (G)

    About Motilal Oswal Large and Midcap Fund (G)

    Motilal Oswal Large and Midcap Fund (G) is a Diversified Equity fund and has delivered an annualised return of 30.7% over a period of 1 years. . The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Abhiroop Mukherjee, Aditya Khemani

    Motilal Oswal Large and Midcap Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Motilal Oswal Large and Midcap Fund (G) NAV,AUM,Risk

    The Motilal Oswal Large and Midcap Fund (G) fund was launched on Oct 17, 2019. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-09-23 is ₹16.79. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹819.23. The category risk of the Motilal Oswal Large and Midcap Fund (G) fund is Very High Risk. The fund charges 2.45 % as expense ratio.

    Motilal Oswal Large and Midcap Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.9% in this asset class. The top three holdings of the fund are , icici bank ltd , cholamandalam investment and finance co ltd , state bank of india , jubilant foodworks ltd , birla corp ltd , max healthcare institute ltd ordinary shares , gujarat gas ltd , crompton greaves consumer electricals ltd , axis bank ltd , dr. lal pathlabs ltd , torrent pharmaceuticals ltd , zomato ltd , larsen & toubro ltd , phoenix mills ltd , j.b. chemicals & pharmaceuticals ltd , hdfc bank ltd , bharti airtel ltd , max financial services ltd , dalmia bharat ltd , kajaria ceramics ltd , fortis healthcare ltd , united breweries ltd , vip industries ltd , whirlpool of india ltd , hindustan unilever ltd , tata consumer products ltd , 3m india ltd , infosys ltd , housing development finance corp ltd , collateralized borrowing & lending obligation , net receivables / (payables) , tube investments of india ltd ordinary shares

    Motilal Oswal Large and Midcap Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Motilal Oswal Large and Midcap Fund (G) Investment volatility and Horizon

    This fund 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) Review

    Motilal Oswal Large and Midcap Fund (G) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Motilal Oswal Large and Midcap Fund (G) has a score of 3 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.

    filter
    Show Calculator