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: 0.68% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 9,176.39 Cr As on 30-04-2025(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.

35.4301

24.93%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Large Midcap 250 TRI
-
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 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 18.67
Sharpe Ratio 1.01
Alpha 6.03
Beta 1.08
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 19.64 36.29 32.68 34.26 -
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 18.18 34.52 30.87 32.26 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 16.87 32.18 26.06 27.09 15.0
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 12.94 29.11 24.44 30.44 13.5
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 12.87 22.9 18.22 27.2 11.46
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 12.55 28.48 24.87 31.45 15.1
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 11.69 28.2 23.82 27.52 15.32
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 11.51 23.29 19.54 25.78 15.74
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 11.47 - - - -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 11.22 - - - -

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

23.88%

Others

2.07%

Large Cap

36.24%

Mid Cap

37.81%

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