Motilal Oswal Large and Midcap Fund Direct Growth
Equity
Direct
Large & Mid-Cap
NAV: ₹ 28.77 as on 23-04-2024
Fund Performance
6544 people have invested ₹ 5.3Cr in Motilal Oswal Large and Midcap Fund Direct Growth in the last three months
INDmoney Rank of Motilal Oswal Large and Midcap Fund Direct Growth
Powered by IND quant engine
2
/21
74% Performance
59% Risk Management
85% Cost
2 out of 21 among large & mid-cap
Pros
Consistently beats benchmark
Lower volatility within category
Lower probablity of downside risk
Cons
No bad points found for this fund.
About the Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct Growth is an equity fund. This fund was started on 17 October, 2019. The fund is managed by Aditya Khemani. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Large and Midcap Fund Direct Growth has ₹3663 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
- The fund has an expense ratio 0.5.
Motilal Oswal Large and Midcap Fund Direct Growth Overview
 | 0.49% |
 Benchmark | S&P BSE 200 India TR INR |
 | ₹3663 Cr |
 | 17 October, 2019 |
 | ₹500/₹500 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 69.42% |
Motilal Oswal Large and Midcap Fund Direct Growth Distribution as on (31-Mar-24)
Size breakup
Large cap
38.4%
Small cap
32%
Mid cap
25.5%
Sector Allocation
Consumer Cyclical
25.4%
Financial Services
22.8%
Industrial
20.8%
Health
11.7%
Real Estate
9.1%
Basic Materials
4.2%
Tech
3.2%
Utilities
2.8%
Top Holdings of Motilal Oswal Large and Midcap Fund Direct Growth as on (31-Mar-24)
Equity Holdings30
Motilal Oswal Large and Midcap Fund Direct Growth: Monthly Changes Updates
All changes are between Jan'24 and Mar'24
Fund Performance
- This fund’s returns stands at 1.91% whereas the fund’s underlying benchmark NIFTY 500 returns stands at -0.47% as on Mar'24
- This fund outperformed NIFTY 500 by 2.38% in Mar'24
AUM Change
- AUM of the fund stands at 3.7K Cr as of Mar'24
- AUM increased by 186.5 Cr between Mar'24 and Feb'24
Fund Portfolio Changes
Gainers & Losers in Motilal Oswal Large and Midcap Fund Direct Growth portfolio Returns for the month of Mar
Top Growth Drivers | 1M Return |
|---|---|
 Zomato Ltd | 29.2% |
 Jio Financial Services Ltd | 13.4% |
 CG Power & Industrial Solutions Ltd | 7.1% |
Peer Analysis
Motilal Oswal Large and Midcap Fund Direct Growth Fund Manager
Aditya Khemani
Fund Manager of Motilal Oswal Large and Midcap Fund Direct Growth, since 17 October 2019
Top funds managed
Motilal Oswal Large and Midcap Fund Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 26.35% since inception which is more than its category average return of 16.04%
Fund Allocations
This fund has an allocation of 95.91% in Equity, 0% in Debt and 4.09% in Cash related instruments
AUM size ₹3663 Cr
This fund has AUM of ₹3663 Cr which is less than its category average of ₹ 6088 Cr
Expense Ratio 0.49%
This fund has an expense ratio of 0.49% which is less than its category average expense ratio of 1.36%
Frequently Asked Questions
The current NAV of Motilal Oswal Large and Midcap Fund Direct Growth is ₹28.77 as on 23-Apr-2024.
Existing (Absolute + CAGR) as on 23-Apr-2024.
Motilal Oswal Large and Midcap Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 8.78% | 8.78% |
6 Month Returns | 31.26% | 31.26% |
1 Year Returns | 59.08% | 59.08% |
3 Years Returns | 116.31% | 29.33% |
5 Years Returns | 0% | 0% |
With INDmoney, the process of investing is very simple and involves zero commission.
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- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
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0.49% as on March 2024
₹3663 Cr as on March 2024
Kalyan Jewellers India Ltd(6.68%), Zomato Ltd(6.47%), Trent Ltd(6.15%), Jio Financial Services Ltd(6.05%), Prestige Estates Projects Ltd(5.27%) as on March 2024
Consumer Cyclical(24.32%), Financial Services(21.87%), Industrial(19.98%) as on March 2024
The alpha ratio for the Motilal Oswal Large and Midcap Fund Direct Growth for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Motilal Oswal Large and Midcap Fund Direct Growth | 10.38 | 5.11 | - |
As on March 2024
The alpha for Motilal Oswal Large and Midcap Fund Direct Growth is calculated against S&P BSE 200 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Motilal Oswal Large and Midcap Fund Direct Growth for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Motilal Oswal Large and Midcap Fund Direct Growth | 0.84 | 0.9 | - |
As on March 2024
The Beta for Motilal Oswal Large and Midcap Fund Direct Growth is calculated with S&P BSE 200 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Motilal Oswal Large and Midcap Fund Direct Growth for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Motilal Oswal Large and Midcap Fund Direct Growth | 3.62 | 1.41 | - |
As on March 2024
The sharpe ratio for Motilal Oswal Large and Midcap Fund Direct Growth is calculated with S&P BSE 200 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Motilal Oswal Large and Midcap Fund Direct Growth for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Motilal Oswal Large and Midcap Fund Direct Growth | 10.31 | 13.58 | - |
As on March 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 2.92 as on March 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Information ratio is 0.69 as on March 2024. It tells the consistency of the fund in generating superior risk-adjusted performance
Aditya Khemani is the fund manager of Motilal Oswal Large and Midcap Fund Direct Growth
The Exit load of Motilal Oswal Large and Midcap Fund Direct Growth is 1%