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

Motilal Oswal Large and Midcap Fund (Growth)

EquityDiversified

17.2367

NAV (Jan 21)

27.2%
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

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

Relative Size

1,096 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

Invest in this fund
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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
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    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education

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

Historical NAV

17.2367

NAV (Jan 21)

Fund Returns

Last 1Y

38.4%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

27.2%

6 Month CAGR

14.9%

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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

2.39

Launched (3y ago)

Oct 17, 2019

AUM in Crores

1095.283

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%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 30,102 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

    11.9%

    17.4%

    17%

    14.5%

    18.9%

    15.5%

    30.7%

    30.1%

    17.7%

    15%

    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
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    Motilal Oswal Large and Midcap Fund (G) Review

    Motilal Oswal Large and Midcap Fund (G) is a Diversified Equity fund and has delivered an annualised return of 27.2% over a period of 2 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Abhiroop Mukherjee, Aditya Khemani.

    Nav of Motilal Oswal Large and Midcap Fund (G) as of 21/01/2022 is ₹17.24 with the total AUM as of 24/01/2022 is ₹1095.283. 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 3 fund in Equity and delivered 38.4% 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)?

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    Is Motilal Oswal Large and Midcap Fund (G) good to invest in?

    What is the expense ratio of the Motilal Oswal Large and Midcap Fund (G)?