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: 1.78% As on (30-09-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 6,500.18 Cr As on 30-09-2024(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.

33.4435

26.47%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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 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 13.7
Sharpe Ratio 1.35
Alpha 6.08
Beta 0.94
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 58.39 40.0 25.51 26.37 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 50.72 32.15 20.34 21.14 15.99
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 48.38 33.08 22.76 24.09 16.18
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 46.49 30.64 18.62 21.88 -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 45.64 28.64 22.82 26.39 19.49
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 45.62 27.84 17.74 - -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 45.49 29.56 19.14 21.8 12.93
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 45.17 29.81 18.63 21.69 16.16
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 45.12 31.47 20.23 24.18 14.51
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 44.09 25.85 16.55 20.04 -

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

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PORTFOLIO

Market Cap Distribution

Small Cap

25.9%

Others

0.91%

Large Cap

34.68%

Mid Cap

38.52%

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