Motilal Oswal Large & Midcap Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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  • Benchmark

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Fund Objective

The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Motilal Oswal Large and Midcap Fund - Direct Plan Growth 10.69 -16.01 15.28 26.03 31.67 23.55
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY LargeMidcap 250 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Large and Midcap Fund - Direct Plan Growth Oct 17, 2019 15.28 26.03 31.67 0.55 7,624.82
Mirae Asset Large & Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 6.22 14.37 27.50 0.63 33,677.94
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Jan 01, 2013 12.19 17.58 29.09 0.84 27,384.68
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 9.75 17.94 28.16 0.61 22,852.63
HDFC Large and Mid Cap Fund - Direct Growth Plan Jan 01, 2013 8.62 19.68 31.76 0.96 21,526.58
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 Unrated 11.56 15.11 26.95 0.60 21,405.22

Fund Holdings as on 28-February-2025

  • Zomato Limited

  • Bharti Airtel Limited

  • Trent Limited

  • HDFC Bank Limited

  • Kalyan Jewellers India Limited

  • Coforge Limited

  • CG Power and Industrial Solutions Limited

  • Samvardhana Motherson International Limited

  • Amber Enterprises India Limited

  • Suzlon Energy Limited

  • Gujarat Fluorochemicals Limited

  • Inox Wind Limited

  • Bharat Dynamics Limited

  • Bharat Electronics Limited

  • The Phoenix Mills Limited

  • Prestige Estates Projects Limited

  • PTC Industries Limited

  • Multi Commodity Exchange of India Limited

  • V2 Retail Limited

  • Premier Energies Limited

  • BSE Limited

  • Waaree Energies Limited

  • Kaynes Technology India Limited

  • Apar Industries Limited

  • Dixon Technologies (India) Limited

  • GE Vernova T&D India Limited

  • Religare Enterprises Limited

  • Angel One Limited

  • Hindustan Aeronautics Limited

  • Onesource Specialty Pharma Limited

  • Zen Technologies Limited

  • Net Receivables / (Payables)

  • Swiggy Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Collateralized Borrowing & Lending Obligation

  • Cholamandalam Financial Holdings Limited

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  • Electric Equipment

  • Defence

  • Retailing

  • e-Commerce

  • Telecommunication - Service Provider

  • Construction - Real Estate

  • Electronics - Components

  • Finance - Stock Broking

  • Bank - Private

  • Diamond & Jewellery

  • IT - Software

  • Auto Ancillary

  • Air Conditioners

  • Chemicals

  • Castings/Forgings

  • Finance - Others

  • Consumer Durables - Electronics

  • Finance - Investment

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Finance - NBFC

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Fund Manager

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About Motilal Oswal Large & Midcap Fund

Scheme Analysis

Motilal Oswal Large & Midcap Fund is a Equity - Large & Mid Cap Fund fund and belongs to Motilal Oswal Mutual Fund. It was launched on 17-Oct-2019 and currently has an AUM of ₹7,624.82 crore. Motilal Oswal Large & Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY LargeMidcap 250 - TRI as secondary index.

The NAV of Motilal Oswal Large & Midcap Fund ended down ₹0(0%)yesterday to ₹31.6593.

Among its top 3 holdings the fund has exposure to Zomato Limited, and

The Motilal Oswal Large & Midcap Fund is managed by Ajay Khandelwal and Rakesh Shetty.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161