Motilal Oswal Large & Midcap Fund - Growth - Regular Plan

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  • 1.55 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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  • 52 Week High Nav Date

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 - Regular Plan Growth -12.60 -7.78 23.99 20.63 22.62 23.39
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 - Regular Plan Growth Oct 17, 2019 23.99 20.63 22.62 1.73 9,001.07
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Jul 09, 2010 Unrated 8.99 11.32 18.41 1.54 38,335.26
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 12.98 14.66 19.27 1.61 29,267.74
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 15.04 16.34 18.75 1.59 25,783.54
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 Unrated 16.16 12.43 18.72 1.61 24,886.60
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 11.11 18.36 21.48 1.66 23,898.61

Fund Holdings as on 31-December-2024

  • Zomato Limited

  • Trent Limited

  • Kalyan Jewellers India Limited

  • Bharti Airtel Limited

  • Coforge Limited

  • Samvardhana Motherson International Limited

  • Mankind Pharma Limited

  • Premier Energies Limited

  • Prestige Estates Projects Limited

  • Amber Enterprises India Limited

  • HDFC Bank Limited

  • Apar Industries Limited

  • Zen Technologies Limited

  • Kaynes Technology India Limited

  • Suzlon Energy Limited

  • Bharat Electronics Limited

  • Gujarat Fluorochemicals Limited

  • GE Vernova T&D India Limited

  • PTC Industries Limited

  • Multi Commodity Exchange of India Limited

  • Bharat Dynamics Limited

  • Inox Wind Limited

  • The Phoenix Mills Limited

  • Waaree Energies Limited

  • Swiggy Limited

  • V2 Retail Limited

  • Hindustan Aeronautics Limited

  • Religare Enterprises Limited

  • CG Power and Industrial Solutions Limited

  • Angel One Limited

  • Dixon Technologies (India) Limited

  • BSE Limited

  • Net Receivables / (Payables)

  • Titagarh Rail Systems Limited

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  • Electric Equipment

  • e-Commerce

  • Retailing

  • Defence

  • IT - Software

  • Electronics - Components

  • Construction - Real Estate

  • Diamond & Jewellery

  • Finance - Stock Broking

  • Telecommunication - Service Provider

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • Air Conditioners

  • Bank - Private

  • Chemicals

  • Castings/Forgings

  • Finance - Investment

  • Consumer Durables - Electronics

  • Finance - Others

  • Miscellaneous

  • Railways Wagons

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Fund Manager

  • Cash

  • Equity

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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 ₹9,001.07 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 up ₹0.47(1.55%)yesterday to ₹30.7536.

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