Motilal Oswal Large and Midcap Fund Direct Growth
About the Fund
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 ₹4943 Cr worth of assets under management (AUM) as on Jun 2024 and is less than category average.
- The fund has an expense ratio 0.6.
Returns
Motilal Oswal Large and Midcap Fund Direct Growth has given a CAGR return of 27.73% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 52.67% and 25.81% respectively.
Holdings
Motilal Oswal Large and Midcap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Consumer Cyclical, Real Estate, Health, Communication, Basic Materials, Tech. Its top holdings are Zomato Ltd, Trent Ltd, Prestige Estates Projects Ltd, Kalyan Jewellers India Ltd, Jio Financial Services Ltd
Taxation
As it is a large & mid-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
Investment objective of Motilal Oswal Large and Midcap Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Large and Midcap Fund Direct Growth has no lock in period.
INDmoney Rank
Fund Overview
| Expense ratio | 0.55% |
Benchmark | S&P BSE 200 India TR INR |
| AUM | ₹4943 Cr |
| Inception Date | 17 October, 2019 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1% |
| Lock In | No Lock-in |
TurnOver | 69.42% |
| Risk |   Very High Risk |
Fund Distributionas on (30-Jun-24)
as on (30-Jun-24)
Returns for the month of Jun
Top Growth Drivers | 1M Return |
|---|---|
 Kalyan Jewellers India Ltd | 23.9% |
 Zomato Ltd | 9.6% |
Motilal Oswal Large and Midcap Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹4943 Cr
Expense Ratio 0.55%
Frequently Asked Questions
Motilal Oswal Large and Midcap Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0.62% | 0.62% |
6 Month Returns | 24.87% | 24.87% |
1 Year Returns | 52.67% | 52.67% |
3 Years Returns | 99.12% | 25.81% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Motilal Oswal Large and Midcap Fund Direct Growth | 9.9 | 5.9 | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Motilal Oswal Large and Midcap Fund Direct Growth | 0.93 | 0.93 | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Motilal Oswal Large and Midcap Fund Direct Growth | 3.29 | 1.49 | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Motilal Oswal Large and Midcap Fund Direct Growth | 11.75 | 14 | - |