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: 1.87% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 3,663.46 Cr As on (31-03-2024) |
| Turn over: 95% | Exit Load: Exit load of 1%, if redeemed within 15 days. |
22.1059
0.13 (0.5967%)
24.07%
Benchmark: 16.49%
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
4 Years 1 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 | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
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
24.55%
Others
4.09%
Large Cap
35.86%
Mid Cap
35.5%
