Overview ( as on 21/02/25 )

NAV
₹22.79
Last change
₹-0.14 -0.01%
Fund Size (AUM)
8446.92 Cr
Performance
19.82% (5Y)

Fund Details

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Motilal Oswal Large and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl
as of 21/02/25
AUM

8446.92 Cr

Expense Ratio

1.74 %

Benchmark

Nifty LargeMidcap 250 TR INR

ISIN

INF247L01973

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 and Midcap Fund Regular Reinvestment of Income Distribution cum capital wdrl 10.78% 20.05% 19.82%
Nifty LargeMidcap 250 TR INR 10.49% 13.9% 17.7%

Top 10 Holdings

Trent Ltd
6.36%

Zomato Ltd
5.84%

Bharti Airtel Ltd
5.65%

Samvardhana Motherson International Ltd
3.57%

PTC Industries Ltd
3.47%

Coforge Ltd
3.44%

Kalyan Jewellers India Ltd
3.41%

CG Power & Industrial Solutions Ltd
3.37%

Bharat Dynamics Ltd Ordinary Shares
3.34%

Amber Enterprises India Ltd Ordinary Shares
3.17%

Sector Allocation

Industrials
32.57%

Consumer Cyclical
27.77%

Financial
12.51%

Technology
10.99%

Communication Services
5.79%

Real Estate
5.7%

Basic Materials
2.65%

Healthcare
2.03%

Asset Allocation

  • 98%

    Equity

  • 2%

    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

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Minimum SIP
1000
Minimum Lumpsum
5000
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