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Motilal Oswal Large & Midcap Fund(IDCW)

IDCW
28.841.16% (-0.34)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

Motilal Oswal Large & Midcap Fund(IDCW)

IDCW
EquityLarge & Mid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 5,810 Cr
Very High RiskPrinciple investment will be at very high risk
28.841.16% (-0.34)

Price Chart

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Returns
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1M
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5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

EquityLarge & Mid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 5,810 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.5477.082.63
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3449.242.13

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
1% on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
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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

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Motilal Oswal Large & Midcap Fund(IDCW)49.24%18.76%23.75%
Mirae Asset Large & Midcap Fund(IDCW)36.87%6.80%18.31%
SBI Large & Midcap Fund(IDCW-Payout)37.40%20.48%16.66%
Kotak Equity Opp Fund(IDCW-Payout)43.22%22.02%13.34%

Price Comparison

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

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Aug 2024

ACTUAL
Cash & EquivalentsEquity4.25%95.75%

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Distribution

+13 moreRetail - SpecialityReal EstateInvestment Banking & BrokerageIndustrial MachineryElectrical Components & Equipments47.28 %7.39 %8.11 %8.65 %9.65 %18.92 %

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Aug 242.55%3.05%6.44%11.46%15.80%18.92%
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 : 1.06 %

    Holdings

    7.39 %

    1.06 %
  • Zomato Ltd
    ZOMATO
    3M change : 0.42 %

    Holdings

    7.09 %

    0.42 %
  • Kalyan Jewellers India Ltd
    KALYANKJIL
    3M change : 0.88 %

    Holdings

    6.37 %

    0.88 %

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

    36

  • Total AUM

    ₹ 69,046.48 Cr.

Fund Manager Profile

Ajay Khandelwal

AUM:  ₹47,410.82 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Santosh Singh

AUM:  ₹32,254.36 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Atul Mehra

AUM:  ₹29,076.78 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Rakesh Shetty

AUM:  ₹57,318.16 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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