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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

16.9932

NAV (Feb 03)

17.4%
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

16.9932

NAV (Feb 3)

Fund Returns

Last 1Y

-0.6%

Last 3Y

15.7%

Last 5Y

NA

Last 10Y

NA

Since Inception

17.4%

6 Month CAGR

7.2%

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

2.34

Launched (4y ago)

Oct 17, 2019

AUM in Crores

1404.563

ISIN

INF247L01965

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

23.2

Standard Deviation (5yr)

0

Beta (3yr)

0.94

Beta (5yr)

0

Sharpe Ratio (3yr)

0.533

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Ankush Sood

Fund Manager

Rakesh Shetty

Fund Manager

Aditya Khemani

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Large and Midcap Fund (Growth)70%NaN NaN%
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.

Asset allocation and Holdings

Last updated on 2023-02-03

Top Stock Holdings

axis bank ltd

6.1%
6.1%

global health ltd

5.3%
5.3%

fortis healthcare ltd

4.9%
4.9%

icici bank ltd

4.9%
4.9%

ultratech cement ltd

4%
4%
See all holdings

Allocation by Sector

financial services

32.5%
32.5%

consumer cyclical

18.3%
18.3%

healthcare

14.6%
14.6%

basic materials

12.7%
12.7%

industrials

11.7%
11.7%
See all sectors

Compare Motilal Oswal Large and Midcap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 27,477 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,19 debt and 9 hybrid funds.

amc-img

  • 022-39804263
  • mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.5%

    19.4%

    21.2%

    19.8%

    12.4%

    13.2%

    9.8%

    10%

    11.8%

    12.7%

    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 17.4% 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 2/3/2023 is ₹16.99 with the total AUM as of 2/5/2023 is ₹1404.563. 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 -0.6% 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 2.34% for regular plan.