Motilal Oswal Large And Midcap Fund Regular - IDCW Payout/Reinvestment
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: 1.68% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 17,412.33 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 0.51% |
25.7243
0.25 (0.9866%)
20.76%
Benchmark: 15.58%
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 | 13.45 |
| Sharpe Ratio | 1.33 |
| Alpha | 7.58 |
| Beta | 0.88 |
| 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 - IDCW Payout/Reinvestment | 17-10-2019 | 10.65 | 10.77 | 23.36 | 19.98 | - |
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%
