Motilal Oswal Large and Midcap Fund Regular Growth
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- Rating 5
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)4942.82
- CAGR 50.53%
- Exit Load1.00%
- Expense ratio1.84%
- CategoryEquity
- Min Investment500
- Min SIP500
- Launch Date2019-10-17
Asset Allocation
Holdings As On - 21 July 2024
- Name
- Value (Cr)
- Holding %
- Zomato
- 330.03
- 6.68%
- Trent
- 312.90
- 6.33%
- Prestige Estates Projects
- 312.28
- 6.32%
- Kalyan Jewellers India
- 271.27
- 5.49%
- Jio Financial Services
- 224.29
- 4.54%
- Bharat Electronics
- 205.72
- 4.16%
- CG Power & Industrial Solutions
- 199.32
- 4.03%
- Bharti Airtel
- 184.27
- 3.73%
- Suzlon Energy
- 175.84
- 3.56%
- Indusind Bank
- 172.82
- 3.50%
Peer Comparison
Risk & Volitility
- Alpha 0.00%
- Beta 0.00
- Sharpe Ratio1.38
- Std Deviation 13.99%
- Tracking Error 0.00%
About Fund
The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
The Motilal Oswal Large and Midcap Fund Regular Growth has an AUM of 4942.82 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.84%. The minimum investment in Motilal Oswal Large and Midcap Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.
The top holdings of the fund include Zomato, Trent, Prestige Estates Projects & Kalyan Jewellers India.
The major sectors where the fund is invested are Aerospace & Defense, Investment Services, Misc. Capital Goods & Regional Banks.
Some of the similar funds are Bandhan Core Equity Fund - Growth, UTI Large & Mid Cap Fund Regular Plan Growth, Nippon India Vision Fund - Growth, Franklin India Equity Advantage Fund Growth, Motilal Oswal Large and Midcap Fund Regular Growth. Motilal Oswal Large and Midcap Fund Regular Growth has a sharpe ratio of 1.38 & a standard deviation of 13.99%.
