Overview (as on 30 Jul 2021)

NAV

₹16.2237

1y returns

70.194%

Fund AUM

₹697 Cr

Expense Ratio

0.74%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
32.52%
Health
14.38%
Consumer
12.17%
Industrials
9.03%
Defensive
7.72%
Basic Materials
7.68%
Tech
5.68%
Utilities
4.96%
Real Estate
3.78%
Communication
2.06%
Size Breakup
Large Cap
54.14%
Mid Cap
43.53%
Small Cap
2.33%

Key Metrics

Beta 

0.0

Std deviation 

0.0%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
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.
Scheme Name
Motilal Oswal Large and Midcap Fund Direct Growth
Scheme Document
Exit Load

For 0 - 15 Days: 1%

After 15 Days : 0%

Plan Started
17 October, 2019
Fund Manager
Aditya Khemani
Fund House Details
Fund House
Motilal Oswal Asset Management Co. Ltd
Email
mfservice@motilaloswal.com
Phone
+912222816161
Address
Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,

Other Related Plans

Peer Funds

Motilal Oswal Large and Midcap Fund Direct Growth

NAV

₹16.2237

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Aditya Khemani
Aditya Khemani

leader

Qualifications
PGDBM, B.Com. (Hons.)
Work Experience
"Over 5 years experience in Research. HSBC Asset Management (India) Private Limited, Assistant Fund Manager, Equities from February 2009 onwards, Associate Vice President - Investment Management from October 2007 to February 2009. SBI Funds Management India Private Limited, Senior Manager - Equity Research from March 2007 - September 2007. Prudential ICICI Asset Management Company India Private Limited, Assistant Manager - Equity Research from December 2005 - February 2007. Morgan Stanley Advantage Services Private Limited Research Associate from May 2005 - November 2005."
Abhiroop Mukherjee
Abhiroop Mukherjee

manager

Work Experience
"null"

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