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: 1.67% As on (30-06-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 18,413.16 Cr As on 30-06-2026(Source:AMFI) |
| Turn over: 0.51% | Exit Load: 1% on or before 365D, Nil after 365D |
35.1852
-0.19 (-0.5298%)
20.07%
Benchmark: 15.47%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
To provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 21.37 |
| Sharpe Ratio | 0.85 |
| Alpha | 4.94 |
| Beta | 1.15 |
| 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 | 2.12 | 8.65 | 21.12 | 17.58 | - |
| HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 8.06 | 4.76 | 17.16 | 14.3 | - |
| Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 6.11 | -2.37 | 15.52 | 15.62 | 15.33 |
| Bank Of India Large & Mid Cap Fund Eco Plan- Growth | 21-10-2008 | 5.14 | 1.74 | 14.58 | 12.5 | 13.16 |
| Bank Of India Large & Mid Cap Fund Regular Plan- Growth | 21-10-2008 | 4.4 | 1.01 | 13.77 | 11.83 | 12.41 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 4.09 | 9.18 | 22.35 | 16.76 | 16.07 |
| Sundaram Large And Midcap Fund Regular Plan - Growth | 10-02-2007 | 3.92 | 3.1 | 13.14 | 12.01 | 13.99 |
| Axis Large & Mid Cap Fund - Regular Plan - Growth | 10-10-2018 | 3.49 | 4.3 | 14.52 | 12.13 | - |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 3.4 | 5.37 | - | - | - |
| Helios Large & Mid Cap Fund - Regular Plan - Growth Option | 30-10-2024 | 3.17 | - | - | - | - |
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
31.51%
Others
1.33%
Large Cap
30.23%
Mid Cap
36.93%
