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  • Motilal Oswal Large and Midcap Fund of Income Distribution cum capital wdrl (PIDCW-A)

Formerly Motilal Oswal Large and Midcap Reg DP

Motilal Oswal Large and Midcap Fund of Income Distribution cum capital wdrl (PIDCW-A)

Motilal Oswal Large And Midcap Fund Of Income Distribution Cum Capital Wdrl (Pidcw-a)

EquityDiversified

13.3473

NAV (May 11)

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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

612 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

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    Historical growth rate of 12% per annum
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

2.39 %

Expense Ratio

Oct 17, 2019

Launched (2y ago)

₹ 612

AUM in Crores

INF247L01981

ISIN

No Lock-in

Lock-in

IISL Nifty LargeMidcap 250 TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Abhiroop Mukherjee

Fund Manager

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Aditya Khemani

Fund Manager

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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.

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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.

  • 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

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About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 24,869 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.

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  • tel-amc-about
    022-39804263
  • mail-amc-about
    mfservice@motilaloswal.com
  • Motilal Oswal Flexicap Fund (G)

    Motilal Oswal Flexicap Fund (G)

    Diversified

    Top Ranked

    ₹ 11,462 Cr

    Fund Size

    5.5%

    3Y returns

    Motilal Oswal Focused 25 fund (G)

    Motilal Oswal Focused 25 fund (G)

    Diversified

    Top Ranked

    ₹ 1,620 Cr

    Fund Size

    11%

    3Y returns

    Motilal Oswal Long Term Equity Fund (G)

    Motilal Oswal Long Term Equity Fund (G)

    Tax Saving

    Top Ranked

    ₹ 2,016 Cr

    Fund Size

    6.9%

    3Y returns

    Motilal Oswal Nasdaq 100 Fund of Fund (G)

    Motilal Oswal Nasdaq 100 Fund of Fund (G)

    US Equity

    Top Ranked

    ₹ 2,517 Cr

    Fund Size

    N/A

    3Y returns

    Motilal Oswal Long Term Equity Fund of Income Distribution cum capital wdrl (PIDCW-A)

    Motilal Oswal Long Term Equity Fund of Income Distribution cum capital wdrl (PIDCW-A)

    Tax Saving

    Top Ranked

    ₹ 2,016 Cr

    Fund Size

    5.8%

    3Y returns

    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

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    Mirae Asset Large Cap Fund (Growth)

    Equity

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    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

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    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

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    About Motilal Oswal Large and Midcap Fund of Income Distribution cum capital wdrl (PIDCW-A)

    About Motilal Oswal Large and Midcap Fund of Income Distribution cum capital wdrl (PIDCW-A)

    Motilal Oswal Large and Midcap Fund of Income Distribution cum capital wdrl (PIDCW-A) is a diversified equity fund and has delivered an annualised return of 20.2% over a period of 2 years .The fund was previously known as Motilal Oswal Large and Midcap Reg DP.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 of Income Distribution cum capital wdrl (PIDCW-A) 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 of Income Distribution cum capital wdrl (PIDCW-A) NAV,AUM,Risk

    The Motilal Oswal Large and Midcap Fund of Income Distribution cum capital wdrl (PIDCW-A) fund was launched on Oct 17, 2019. The NAV (Net Asset Value) of this diversified equity as of 2021-05-11 is ₹ 13.3473. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 611.544. The category risk of the Motilal Oswal Large and Midcap Fund of Income Distribution cum capital wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.39 % as expense ratio.

    Motilal Oswal Large and Midcap Fund of Income Distribution cum capital wdrl (PIDCW-A) 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,hdfc bank ltd and max financial services ltd

    Motilal Oswal Large and Midcap Fund of Income Distribution cum capital wdrl (PIDCW-A) 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 of Income Distribution cum capital wdrl (PIDCW-A) 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 of Income Distribution cum capital wdrl (PIDCW-A) Review

    Motilal Oswal Large and Midcap Fund of Income Distribution cum capital wdrl (PIDCW-A) 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 of Income Distribution cum capital wdrl (PIDCW-A) 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.

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