Sandbox
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Category: Equity: Large and Mid Cap
Launch Date: 01-10-2019
AUM:
₹ 15,130.44 Cr
Expense Ratio
1.69%
Benchmark
NIFTY Large Midcap 250 TRI
ISIN
INF247L01965
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Aditya Khemani
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | -4.75 | 23.96 | 23.49 |
| NIFTY LARGE MIDCAP 250 TRI | 3.89 | 18.22 | 20.01 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
33.4138
Last change
0.07 (0.2041%)
Fund Size (AUM)
₹ 15,130.44 Cr
Performance
21.22% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Fund Manager
Mr. Aditya Khemani
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ZOMATO LIMITED EQ | 6.0 |
| Bajaj Finance Limited | 4.35 |
| PTC INDUSTRIES LIMITED EQ | 4.05 |
| MUTHOOT FINANCE LIMITED EQ | 3.96 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 3.81 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 3.51 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 3.5 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 3.44 |
| APAR INDUSTRIES LIMITED EQ | 3.43 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 3.4 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 39.58 |
| Financial Services | 29.14 |
| Automobile and Auto Components | 10.04 |
| Consumer Services | 8.25 |
| Consumer Durables | 3.82 |
| Realty | 2.83 |
| Healthcare | 2.49 |
| Chemicals | 2.44 |