Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 01-10-2019 |
| Asset Class: Equity |
| Benchmark: NIFTY Large Midcap 250 TRI |
| TER: 1.75% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 7,624.82 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 85% | Exit Load: 1% - If redeemed on or before 1 Year from the date of allotment for Subscription received Wef 10-July-2024, Nil - If redeemed after 1 Year from the date of allotment. |
29.1228
-0 (-0.0134%)
21.21%
Benchmark: 15.89%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 10 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 18.01 |
| Sharpe Ratio | 0.7 |
| Alpha | 3.03 |
| Beta | 1.05 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 13.83 | 31.3 | 22.86 | 29.92 | - |
| DSP Equity Opportunities Fund-Regular Plan - Growth | 16-05-2000 | 15.98 | 28.45 | 19.33 | 28.1 | 14.56 |
| LIC MF Large & Mid Cap Fund-Regular Plan-Growth | 05-02-2015 | 15.28 | 26.13 | 14.13 | 24.48 | 13.76 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 14.71 | 31.3 | 19.54 | 26.35 | 13.84 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 12.29 | 28.72 | 19.48 | 31.22 | 12.53 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 11.88 | 28.28 | 18.16 | 28.64 | 11.53 |
| BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 11.79 | 30.74 | 21.2 | 30.69 | 14.16 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 11.62 | 27.66 | 20.22 | 31.9 | 14.44 |
| Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 11.52 | 26.43 | 16.92 | 28.08 | 14.79 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 11.2 | 23.28 | 16.6 | 28.05 | 14.13 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
22.99%
Others
2.08%
Large Cap
35.63%
Mid Cap
39.29%
