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( 26 Apr 2024)

₹ 27.09

8.08%

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Motilal Oswal Large and Midcap Reg-G

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Performance

27.22%3y Returns

0.08% 1D Returns

Investment details

Min SIP amount

₹ 500
Min Lumpsum

₹ 500
Lock In

0
Expense ratio

1.87%
Exit load

1% Exit load of 1%, if redeemed within 15 days.

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 3,663 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 %
Net Receivables	0.79%
Others CBLO	3.3%
Religare Enterprises Ltd	1.71%
Suzlon Energy Ltd	3.12%
TVS Motor Company Ltd	2.64%
Trent Ltd	6.15%
Welspun Corp Ltd	1.8%
Prestige Estates Projects Ltd	5.27%
Multi Commodity Exchange Of India Ltd	2.29%
Angel One Ltd	1.93%
Inox Wind Ltd	2.38%
IDFC First Bank Ltd	2.67%
Interglobe Aviation Ltd	3.68%
BSE Ltd	2.23%
L&T Technology Services Ltd	2.02%
Tube Investments Of India Ltd	2.5%
Amber Enterprises India Ltd	2.37%
Bharat Dynamics Ltd	2.34%
Gujarat Fluorochemicals Ltd	2.19%
Kalyan Jewellers India Ltd	6.68%
Zomato Ltd	6.47%
Global Health Ltd	4.66%
Kaynes Technology India Ltd	2.67%
Mankind Pharma Ltd	3.14%
Jio Financial Services Ltd	6.05%
Apar Industries Ltd	0.17%
CG Power & Industrial Solutions Ltd	3.13%
Fortis Healthcare Ltd	3.44%
Indusind Bank Ltd	5.0%
Coforge Ltd	1.01%
NTPC Ltd	2.73%
The Phoenix Mills Ltd	3.47%

Sectors

Company	Allocation %
Others	4.09%
Automobile	5.14%
Construction	8.74%
Financial	17.36%
Capital Goods	13.64%
Diversified	0.17%
Consumer Discretionary	9.05%
Chemicals	2.19%
Services	20.82%
Energy	2.73%
Technology	3.03%
Metals & Mining	1.80%
Healthcare	11.24%

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

About AMC

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Motilal Oswal Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.mostshares.com/
Phone:

Funds Offered

33
AUM

₹ 53,869 Cr
Website

http://www.mostshares.com/

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.

Fund Manager

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Aditya Khemani

Funds Offered

2
AUM

₹ 6,869 Cr
Highest Return

27.22%

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