Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 05-10-2019 |
| 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: 101% | Exit Load: Exit load of 1%, if redeemed within 15 days. |
26.0874
0.12 (0.4646%)
23.18%
Benchmark: 16.35%
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
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 | 13.56 |
| Sharpe Ratio | 1.3 |
| Alpha | 6.35 |
| Beta | 0.87 |
| 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 | 05-10-2019 | 52.81 | 28.65 | 25.86 | - | - |
| Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 62.05 | 27.01 | 29.65 | 25.44 | 22.56 |
| BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 54.1 | 27.73 | 25.47 | 19.76 | 16.54 |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | 30-12-2019 | 49.86 | 19.51 | 23.63 | - | - |
| HDFC Large and Mid Cap Fund - Growth Option | 18-02-1994 | 47.45 | 24.33 | 26.25 | 20.42 | 14.84 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 47.34 | 22.29 | 20.99 | 17.07 | 16.64 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 45.71 | 23.43 | 23.34 | 18.64 | 15.27 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 45.56 | 22.15 | 22.58 | 17.59 | 15.2 |
| HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 45.27 | 20.68 | 20.81 | 17.71 | - |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 44.93 | 24.21 | 26.82 | 20.67 | 16.33 |
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%
