Motilal Oswal Large and Midcap Reg-G

Fund Category: Large & MidCap

Fund Category Large & MidCap

Very High Equity G

4 Morning Star

5 Value Research

NAV( 29 Apr 2025)

₹ 30.16
3.54%

Motilal Oswal Large and Midcap Reg-G

Invest now

Performance

24.65%3y Returns

0.67% 1D Returns

Investment details

  • Min SIP amount

    ₹ 500
  • Min Lumpsum

    ₹ 500
  • Lock In

    0
  • Expense ratio

    1.74%
  • Exit load

    1% Exit load of 1%, if redeemed within 365 days.
    L After 365 days

Fund details

View Fund Documents
  • Fund size

    ₹ 8,713 Cr
  • Plan

    REGULAR
  • Launch date

    27 Sep 2019
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY Large Midcap 250 Total Return Index
  • ISIN

    INF247L01965

Fund allocation

Asset allocation

Company holdings
Company Allocation %
Dixon Technologies (India) Ltd 2.28%
Zen Technologies Ltd 2.46%
Bajaj Finance Ltd 3.27%
Waaree Energies Ltd 3.07%
Multi Commodity Exchange Of India Ltd 2.7%
Angel One Ltd 2.08%
CG Power & Industrial Solutions Ltd 3.77%
Prestige Estates Projects Ltd 2.6%
Gujarat Fluorochemicals Ltd 3.25%
PTC Industries Ltd 3.82%
The Phoenix Mills Ltd 2.65%
Trent Ltd 5.49%
V2 Retail Ltd 2.66%
Kaynes Technology India Ltd 2.47%
Apar Industries Ltd 2.32%
GE Vernova T&D India Ltd 2.39%
Suzlon Energy Ltd 3.51%
Samvardhana Motherson International Ltd 3.21%
Premier Energies Ltd 2.56%
Net Receivables 1.59%
Others CBLO 0.91%
Bharti Airtel Ltd 3.79%
Cholamandalam Investment & Finance Company Ltd 3.17%
Kalyan Jewellers India Ltd 2.86%
Inox Wind Ltd 3.11%
Hindustan Aeronautics Ltd 3.27%
Religare Enterprises Ltd 2.7%
Bharat Electronics Ltd 3.94%
Amber Enterprises India Ltd 3.67%
Bharat Dynamics Ltd 3.45%
Onesource Specialty Pharma Ltd 2.53%
Coforge Ltd 3.27%
Eternal Ltd 5.18%
Sectors
Company Allocation %
Others 4.96%
Construction 5.25%
Automobile 3.21%
Financial 11.22%
Capital Goods 28.19%
Diversified 2.32%
Consumer Discretionary 6.53%
Chemicals 3.25%
Services 16.03%
Energy 5.63%
Technology 3.27%
Metals & Mining 3.82%
Healthcare 2.53%
Communication 3.79%

Risk Associated

Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

Motilal Oswal Mutual Fund was incorporated on November 14, 2008. It is sponsored by Motilal Oswal Securities Limited which was founded in 1987 as a small sub-broking unit, with just two people running the show. It is a well-diversified financial services firm offering a range of financial products and services. They follow a strategy to create wealth from equity -'Buy Right : Sit Tight'. ?Buy Right' means buying quality companies at a reasonable price and 'Sit Tight' means staying invested in them for a longer time to realise the full growth potential of the stocks. Focus on customer-first-attitude, ethical and transparent business practices, respect for professionalism, research-based value investing and implementation of cutting-edge technology has enabled it to blossom into an almost 2000 member team.

  • Funds Offered

    5
  • AUM

    ₹ 18,662 Cr
  • Highest Return

    23.41%
About

Aditya Khemani Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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