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.

29.1267

21.24%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Large Midcap 250 TRI
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 33.21 24.31 29.69 -
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 15.98 30.11 19.99 28.06 14.82
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 15.28 27.47 14.87 24.13 13.97
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 14.71 33.05 20.26 26.25 14.06
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 12.29 30.15 19.93 31.18 12.77
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 12.12 23.31 16.71 28.15 14.18
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 11.88 29.79 18.81 28.46 11.73
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 11.79 32.23 21.88 30.76 14.35
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 11.61 29.04 20.95 31.83 14.58
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 11.52 27.96 17.6 27.99 15.05

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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

22.99%

Others

2.08%

Large Cap

35.63%

Mid Cap

39.29%

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