• Mutual Funds
  • 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

13.8889

NAV (Jun 23)

12.5%
Till Date CAGR
Scripbox Opinion
Neutral
Scripbox recommends other funds for investment in large & mid cap.

Click here to see our recommendations.

Large & mid cap 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

1,166 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

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

13.8889

NAV (Jun 23)

Fund Returns

Last 1Y

-5.7%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

12.5%

6 Month CAGR

-16%

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

2.46

Launched (3y ago)

Oct 17, 2019

AUM in Crores

1165.015

ISIN

INF247L01965

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Aditya Khemani

Fund Manager

Abhiroop Mukherjee

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-06-23

Top Stock Holdings

icici bank ltd

10.2%
10.2%

axis bank ltd

5.9%
5.9%

cholamandalam investment and finance co ltd

5.5%
5.5%

state bank of india

4.6%
4.6%

gujarat gas ltd

4.2%
4.2%
See all holdings

Allocation by Sector

financial services

36.1%
36.1%

healthcare

17%
17%

industrials

10.4%
10.4%

basic materials

9.6%
9.6%

consumer cyclical

8.9%
8.9%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 26,883 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,18 debt and 9 hybrid funds.

amc-img

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

    17.9%

    19.1%

    3.4%

    5.6%

    -

    10.3%

    -

    12.5%

    3.5%

    3.9%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 12.5% 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 6/23/2022 is ₹13.89 with the total AUM as of 6/24/2022 is ₹1165.015. 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 -5.7% 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 stocks 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 Neutral 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 2.46% for regular plan.