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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Fund House: Motilal Oswal Mutual Fund
Invest in this Scheme
Category: Equity: Large and Mid Cap
Launch Date: 05-10-2019
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 1.77% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 6,840.21 Cr As on 31-10-2024(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.
NAV as on 19-11-2024

31.9078

0.44 (1.3812%)

CAGR Since Inception

25.1%

Benchmark: 16.39%

PERFORMANCE

Returns Type:
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End : 
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This Scheme
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vs
NIFTY Large Midcap 250 TRI
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Gold
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PPF
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RETURNS ANALYSIS

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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 14.1
Sharpe Ratio 1.23
Alpha 6.94
Beta 0.92
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 05-10-2019 45.33 37.19 23.35 24.83 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 39.02 30.29 19.27 20.19 15.31
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 37.12 29.59 17.61 20.85 -
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 36.42 30.27 21.25 22.76 15.35
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 35.28 27.74 17.82 20.83 12.29
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 35.27 29.21 18.88 23.2 13.79
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 35.22 24.48 15.09 18.91 -
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 34.92 26.31 16.27 - -
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 34.24 27.1 17.65 20.52 15.48
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 32.28 25.82 17.17 21.91 16.27

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

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PORTFOLIO

Market Cap Distribution

Small Cap

25.9%

Others

0.91%

Large Cap

34.68%

Mid Cap

38.52%

Scheme Documents

October 2024

Monthly Portfolio Disclosure - October 2024

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