- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Large and Midcap Fund Regular Growth
Motilal Oswal Large and Midcap Fund Regular Plan Growth
₹ 34.7368
NAV (Oct 14)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 34.7368
NAV (Oct 14)
Fund Returns
Last 1Y | 62.2% |
Last 3Y | 27.2% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 28.2% |
6 Month CAGR | 30.2% |
Scheme Information
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Expense Ratio | 1.79 |
Launched (0y ago) | 1.79 |
AUM in Crores | 6500.2 |
ISIN | INF247L01965 |
Lock-in | - |
Benchmark | NIFTY Large Midcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.7 |
Beta | 0.9 |
Sharpe Ratio | 1.3 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Large and Midcap Fund (G) | 14,86,111 | 7,53,499 | 27.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Zomato Ltd.
7.1%Trent Ltd.
6.6%Kalyan Jewellers India Ltd.
6.5%Prestige Estates Projects Ltd.
5.6%Suzlon Energy Ltd.
5.3%Allocation by Sector
Capital Goods
26.8%Services
16.4%Financial
15.1%Consumer Discretionary
8.8%Construction
8.7%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Motilal Oswal Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.1% | 23.4% | ||
27.2% | 28.2% | ||
4.9% | 4.2% | ||
35.5% | 25.1% | ||
26.6% | 19.3% |
Motilal Oswal Large and Midcap Fund Regular Plan Growth Review
Motilal Oswal Large and Midcap Fund Regular Plan Growth is a Large & Mid Cap Equity fund and has delivered an annualised return of 28.206% over a period of 4 years. The fund is managed by Motilal Oswal Mutual Fund. The fund managers are Ajay Khandelwal, Ankush Sood, Niket Shah, Rakesh Shetty, Sunil Sawant.
Nav of Motilal Oswal Large and Midcap Fund as of 10/14/2024 is ₹34.74 with the total AUM as of 10/15/2024 is ₹6500.1826. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Large and Midcap Fund was launched on 2019-10-17. The category risk of the fund is Low.
The minimum SIP amount for Motilal Oswal Large and Midcap Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Motilal Oswal Large and Midcap Fund Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Large Midcap 250 Total Return Index.
It is rated as a 4 fund in Equity and delivered 62.21% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Large and Midcap Fund.
Frequently Asked Questions
What is Motilal Oswal Large and Midcap Fund?
How to invest in Motilal Oswal Large and Midcap Fund?
You can invest in Motilal Oswal Large and Midcap Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Motilal Oswal Large and Midcap Fund?
The minimum sip amount for Motilal Oswal Large and Midcap Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal Large and Midcap Fund Regular Plan good to invest in?
As per Scripbox experts, it is a 4 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Motilal Oswal Large and Midcap Fund Regular Plan Growth?
The expense ratio of the Motilal Oswal Large and Midcap Fund Regular Growth is 1.79% for regular plan.
What is the NAV of Motilal Oswal Large and Midcap Fund?
Today's Motilal Oswal Large and Midcap Fund Regular Growth NAV is ₹34.74.