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: 1.84% As on (30-06-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 5,335.94 Cr As on 31-07-2024(Source:AMFI) |
| Turn over: 85% | Exit Load: Exit load of 1%, if redeemed within 15 days. |
30.7532
-0.05 (-0.1688%)
25.69%
Benchmark: 16.81%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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 | 13.67 |
| Sharpe Ratio | 1.28 |
| Alpha | 2.85 |
| 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 | 01-10-2019 | 54.49 | 37.79 | 24.33 | - | - |
| Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 56.35 | 34.94 | 27.56 | 29.73 | 21.08 |
| BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 52.43 | 35.71 | 25.06 | 25.53 | 16.95 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 51.84 | 31.35 | 21.29 | 22.27 | 16.66 |
| HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 48.28 | 30.06 | 20.77 | 23.13 | - |
| LIC MF Large & Mid Cap Fund-Regular Plan-Growth | 05-02-2015 | 46.61 | 24.14 | 19.13 | 21.65 | - |
| DSP Equity Opportunities Fund-Regular Plan - Growth | 16-05-2000 | 46.04 | 29.89 | 19.7 | 23.64 | 17.3 |
| Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option | 04-09-2020 | 45.8 | 28.83 | 21.48 | - | - |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 45.71 | 31.55 | 22.24 | 24.79 | 15.32 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 44.89 | 29.24 | 21.16 | 23.7 | 14.06 |
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
18.57%
Others
2.41%
Large Cap
35.35%
Mid Cap
43.65%
