₹22.21 0.2811%
02-05-202455.06%
Min. SIP ₹500
Min. Investment ₹500
Motilal Oswal Large and Midcap Fund Regular - IDCW Payout/Reinvestment is a fund scheme from Motilal Oswal mutual fund. It falls under a Large and Mid Cap category. After being launched on 17-10-2019, this fund has delivered % average annual returns. Motilal Oswal Large and Midcap Fund Regular - IDCW Payout/Reinvestment has achieved Rs 3025.4 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 500 and lumpsum of Rs 500 to start the investment. The expense ratio of this fund is 1.91%.
| Allocation | |
|---|---|
| Large Cap | 36.34 |
| Mid Cap | 35.86 |
| Small Cap | 26.09 |
Services
Financial
Capital Goods
Healthcare
Construction
Consumer Discretionary
Automobile
Technology
Energy
Chemicals
Metals & Mining
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 03-May-2024 |
Holdings | PE Ratio 03-May-2024 |
1Y Return |
|---|---|---|---|---|---|
| JIO Financial Services Ltd. | Large Cap | Financial (18.01) | 6.6% | 148.66 | 0% |
| Trent Ltd. | Large Cap | Services (96.56) | 6.37% | 108.41 | 226.14% |
| Zomato Ltd. | Large Cap | Services (36.51) | 6.2% | -10.49 | 85.47% |
| Kalyan Jewellers India Ltd. | Mid Cap | Consumer Discretionary (88.6) | 6.02% | 79.25 | 287.95% |
| Prestige Estates Projects Ltd. | Mid Cap | Construction (108) | 5.44% | 34.52 | 201.19% |
| Global Health Ltd. | Small Cap | Healthcare (88.54) | 5.07% | 83.47 | 173.64% |
| Indusind Bank Ltd. | Large Cap | Financial (18.55) | 5.01% | 12.86 | 29.48% |
| Fortis Healthcare Ltd. | Mid Cap | Healthcare (88.54) | 3.52% | 61.88 | 72.16% |
| Interglobe Aviation Ltd. | Large Cap | Services (113.69) | 3.45% | 21.61 | 86.24% |
| Suzlon Energy Ltd. | Mid Cap | Capital Goods (61.79) | 3.16% | 82.6 | 409.25% |
| The Phoenix Mills Ltd. | Mid Cap | Construction (108) | 3.11% | 53.53 | 114.24% |
| Mankind Pharma Ltd. | Large Cap | Healthcare (56.95) | 3.07% | 53.24 | 0% |
| IDFC First Bank Ltd. | Mid Cap | Financial (18.55) | 3.02% | 19.49 | 26.4% |
| Inox Wind Ltd. | Small Cap | Capital Goods (61.79) | 2.89% | -97.1 | 468.33% |
| NTPC Ltd. | Large Cap | Energy (27.65) | 2.87% | 18.11 | 106.76% |
| TVS Motor Company Ltd. | Large Cap | Automobile (39.4) | 2.77% | 59.77 | 77.88% |
| Multi Commodity Exchange Of India Ltd. | Small Cap | Services (143.51) | 2.71% | 246.93 | 193.35% |
| Kaynes Technology India Ltd. | Small Cap | Capital Goods (147.62) | 2.64% | 98.38 | 153.81% |
| Bharat Dynamics Ltd. | Small Cap | Capital Goods (54.17) | 2.55% | 0 | 89.37% |
| CG Power and Industrial Solutions Ltd. | Mid Cap | Capital Goods (112.69) | 2.31% | 51.75 | 75.74% |
| BSE Ltd. | Small Cap | Services | 2.21% | 0% | |
| Gujarat Fluorochemicals Ltd. | Mid Cap | Chemicals (60.15) | 2.18% | 58.64 | 4.17% |
| L&T Technology Services Ltd. | Mid Cap | Technology (41.24) | 2.06% | 37.1 | 22.68% |
| Religare Enterprises Ltd. | Small Cap | Financial (29.59) | 2.04% | 2.02 | 33.21% |
| Amber Enterprises India Ltd. | Small Cap | Consumer Discretionary (84.8) | 2.04% | 93.97 | 114.49% |
| Tube Investments Of India Ltd. | Mid Cap | Automobile (110.09) | 2.01% | 55.85 | 49.72% |
| Welspun Corp Ltd. | Small Cap | Metals & Mining (42.63) | 1.88% | 14.62 | 159.08% |
| Angel One Ltd. | Small Cap | Financial (29.59) | 1.86% | 21.69 | 120.62% |
| Cummins India Ltd. | Mid Cap | Capital Goods (68.2) | 1.77% | 61.63 | 115.16% |
| Coforge Ltd. | Mid Cap | Technology (31.4) | 1.26% | 39.31 | 9.57% |
| India Shelter Finance Corporation Ltd. | Small Cap | Financial (9.23) | 0.2% | 0 | 0% |
| Allocation | |
|---|---|
| Others | 1.15 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 1.15% | 0% |
| Allocation | |
|---|---|
| Others | 0.57 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 0.57% | 0% |
Frequently Asked Questions’s
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 holdings for Motilal Oswal Large and Midcap Fund Regular?
The top holdings of this fund are JIO Financial Services Ltd., Trent Ltd., Zomato Ltd., Kalyan Jewellers India Ltd., Prestige Estates Projects Ltd.
Top 5 Sector for Motilal Oswal Large and Midcap Fund Regular?
The major sectors of this fund are Services, Financial, Capital Goods, Healthcare, Construction.
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.
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