Overview ( as on 17/12/24 )

NAV
₹35.54
Last change
₹-0.23 -0.01%
Fund Size (AUM)
7710.01 Cr
Performance
27.68% (5Y)

Fund Details

logo
Motilal Oswal Large & Midcap Reg Gr
as of 17/12/24
AUM

7710.01 Cr

Expense Ratio

1.74 %

Benchmark

Nifty LargeMidcap 250 TR INR

ISIN

INF247L01965

Fund Manager

Rakesh Shetty

Exit Load

1.0% if redeemed within 0-1 years

0% if redeemed after 1 years

Fund Performance 1Y 3Y 5Y
Motilal Oswal Large & Midcap Reg Gr 51.78% 28.6% 27.68%
Nifty LargeMidcap 250 TR INR 26.38% 16.17% 18.66%

Top 10 Holdings

Zomato Ltd
8.12%

Trent Ltd
6.47%

Kalyan Jewellers India Ltd
5.38%

Bharti Airtel Ltd
4.92%

Samvardhana Motherson International Ltd
3.69%

Prestige Estates Projects Ltd
3.6%

Coforge Ltd
3.55%

Apar Industries Ltd
3.46%

Suzlon Energy Ltd
3.43%

Premier Energies Ltd
3.35%

Sector Allocation

Industrials
30.36%

Consumer Cyclical
29.54%

Financial
10.67%

Technology
9.38%

Real Estate
6.75%

Communication Services
5.1%

Healthcare
4.95%

Basic Materials
3.25%

Asset Allocation

  • 97%

    Equity

  • 3%

    Others

  • 0%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

Investment Performance

If you invested in this fund:
₹
In the past (time duration):
Calculate
Total value today:
Returns:
₹ 0
+0%
If you invested in this fund:
₹
In the past (time duration):
Calculate
Total value today:
Returns:
₹ 0
+0%
Minimum SIP
1000
Minimum Lumpsum
5000
Start Investing

Mutual funds by category

Expert Thoughts

...
General

Tools To Use On Fisdom for Personal Finance

...
Investment

SIPs and The Butterfly Effect

...
Personal Finance

The Optimistic Route: Mutual Funds