Motilal Oswal Large and Midcap Fund - Direct Plan Growth
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 17-10-2019 |
| Asset Class: Equity |
| Benchmark: NIFTY Large Midcap 250 TRI |
| TER: 0.54% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 8,699.36 Cr As on 31-03-2025(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. |
32.9788
-0.31 (-0.9394%)
23.68%
Benchmark: 16.09%
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 8 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 | 18.74 |
| Sharpe Ratio | 0.89 |
| Alpha | 6.48 |
| Beta | 1.1 |
| 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 - Direct Plan Growth | 17-10-2019 | 14.09 | 34.75 | 26.18 | 31.88 | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 18.3 | 33.92 | 21.82 | 26.42 | 14.97 |
| DSP Equity Opportunities Fund-Regular Plan - Growth | 16-05-2000 | 14.72 | 29.35 | 20.45 | 26.94 | 15.4 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 14.01 | 29.77 | 21.31 | 30.1 | 13.52 |
| Canara Robeco Emerging Equities - Regular Plan - Growth Option | 05-03-2005 | 13.56 | 24.77 | 15.79 | 25.38 | 15.71 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 13.28 | 29.23 | 21.33 | 30.99 | 15.07 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 13.02 | 29.52 | 20.04 | 28.36 | 12.4 |
| LIC MF Large & Mid Cap Fund-Regular Plan-Growth | 05-02-2015 | 12.74 | 26.16 | 15.18 | 24.03 | 14.29 |
| Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 12.71 | 26.99 | 18.52 | 27.18 | 15.55 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 12.67 | 32.99 | 24.44 | 29.91 | - |
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
25.73%
Others
2.5%
Large Cap
35.09%
Mid Cap
36.68%
