Motilal Oswal Large and Midcap Fund Direct Growth
Motilal Oswal Large and Midcap Fund Direct Growth

Motilal Oswal Large and Midcap Fund Direct Growth

Equity
Direct
Very High Risk
Large & Mid-Cap

NAV: ₹ 17.59 as on 19-10-2021

Fund Overview

Expense ratio
Expense ratio
0.7%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹852 Cr
Inception Date
Inception Date
17 October, 2019
Min Lumpsum/SIP
Min Lumpsum/SIP
₹500/₹500
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
360.06%

Fund Distribution

  • Equity 99.2%
  • Debt & Cash 0.8%
Size breakup
Large cap
60.84%
Mid cap
39.17%
Sector Allocation
Financial Services
28.5%
Health
17.3%
Cyclical
16.5%
Industrial
10.2%
Basic Materials
7.7%
Defensive
6.4%
Utilities
4.6%
Real Estate
3.7%
Communication
3.3%
Tech
1.6%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings33
Equity Holdings31
Debt Holdings2

Fund Highlights

Fund Manager
Fund Manager

Fund Manager

Aditya Khemani,Abhiroop Mukherjee
About the fund

About the fund

This fund has delivered an average annual returns of 33.04% since inception which is more than its category average return of 20.46%
Fund Allocations

Fund Allocations

This fund has an allocation of 99.2% in Equity, 0% in Debt and 0.8% in Cash related instruments
AUM size ₹852 Cr

AUM size ₹852 Cr

This fund has AUM of ₹852 Cr which is less than its category average of ₹ 3123 Cr
Expense Ratio 0.7%

Expense Ratio 0.7%

This fund has an expense ratio of 0.7% which is less than its category average expense ratio of 1.65%

AMC details

Fund House
Motilal Oswal Asset Management Co. Ltd
Email
mfservice@motilaloswal.com
Phone
+912239804263
Address
Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,
We are a SEBI registered investement advisor