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Motilal Oswal Large & Midcap Fund

Growth
EquityLarge & Mid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 6,840 Cr
Very High RiskPrinciple investment will be at very high risk
36.481.54% (+0.55)

Price Chart

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Returns
0.00%
1M
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Max
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1M
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EquityLarge & Mid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 6,840 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.5197.402.07
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3451.651.57

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
NIFTY LargeMidcap 250 - TRI

About Large & Mid Cap Fund

Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.

Peers & Comparison

Comparing 3 mutual funds from 
EquityLarge & Mid Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Motilal Oswal Large & Midcap Fund50.66%27.99%28.68%
Mirae Asset Large & Midcap Fund26.46%15.93%22.97%
SBI Large & Midcap Fund29.15%19.29%18.18%
Kotak Equity Opp Fund34.24%22.21%18.54%

Price Comparison

Compare Motilal Oswal Large & Midcap Fund with any MF, ETF, stock or index
Compare Motilal Oswal Large & Midcap Fund with any MF, ETF, stock or index
Motilal Oswal Large & Midcap Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsEquity1.27%98.73%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+13 moreReal EstateRetail - SpecialityIndustrial MachineryInvestment Banking & BrokerageElectrical Components & Equipments44.25 %6.91 %7.82 %8.34 %8.49 %24.18 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 243.05%6.44%11.46%15.80%23.05%24.18%
Electrical Components & Equipments as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Trent Ltd
    TRENT
    3M change : -0.31 %

    Holdings

    6.25 %

    -0.31 %
  • Zomato Ltd
    ZOMATO
    3M change : -1.26 %

    Holdings

    5.82 %

    -1.26 %
  • Kalyan Jewellers India Ltd
    KALYANKJIL
    3M change : -0.75 %

    Holdings

    5.78 %

    -0.75 %

AMC Profile

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

  • No.of Schemes

    41

  • Total AUM

    ₹ 76,520.15 Cr.

Fund Manager Profile

Ajay Khandelwal

AUM:  ₹53,988.73 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Santosh Singh

AUM:  ₹37,512.33 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Atul Mehra

AUM:  ₹31,201.17 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Rakesh Shetty

AUM:  ₹63,590.60 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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