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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

22.9874

NAV (Dec 04)

21.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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

22.9874

NAV (Dec 4)

Fund Returns

Last 1Y
29.2%
Last 3Y
26%
Last 5Y
NA
Last 10Y
NA
Since Inception
21.9%
6 Month CAGR
23.6%

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
1.97
Launched (4y ago)
Oct 17, 2019
AUM in Crores
2390.369
ISIN
INF247L01965
Lock-in
No Lock-in
Benchmark
IISL Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.4
Standard Deviation (5yr)
0
Beta (3yr)
0.93
Beta (5yr)
0
Sharpe Ratio (3yr)
1.361
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Niket Shah

Fund Manager

Rakesh Shetty

Fund Manager

Ankush Sood

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Large and Midcap Fund (Growth)70%NaN NaN%
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 2023-12-04

Top Stock Holdings

trent ltd

5.4%
5.4%

global health ltd

5.2%
5.2%

cholamandalam investment and finance co ltd

4.8%
4.8%

the federal bank ltd

4.8%
4.8%

interglobe aviation ltd

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

27.3%
27.3%

consumer cyclical

24.1%
24.1%

healthcare

18%
18%

industrials

15.4%
15.4%

basic materials

4.6%
4.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 11,693 cr

₹ 17,531 cr

₹ 11,883 cr

₹ 10,182 cr

₹ 9,101 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 33,012 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
022-39804263
mfservice@motilaloswal.com
Fund NameScripbox Opinion
Till Date CAGR

33.9%

21.7%

12.3%

22.1%

32%

19.5%

32%

19.5%

23%

15.4%

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 21.9% over a period of 4 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Ankush Sood, Niket Shah, Rakesh Shetty.

Nav of Motilal Oswal Large and Midcap Fund (G) as of 12/4/2023 is ₹22.99 with the total AUM as of 12/5/2023 is ₹2390.369. 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 29.2% 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 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 1.97% for regular plan.