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Motilal Oswal Large and Midcap Fund Regular - Portfolio Analysis
- Equity
- Large and Mid Cap
- Very High
-
₹24.83
(0.12%)
Current NAV 29-08-2025
-
-4.6%
Returns
-
Min. SIP ₹500
Min. Investment ₹500
Fund Suitability Test
Asset Allocation (As on 31-Jul-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 99.19%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 38.37 |
| Large Cap | 28.3 |
| Small Cap | 22.7 |
| Others | 9.83 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Industrials
Consumer Cyclical
Financial Services
Technology
Utilities
Real Estate
Healthcare
Basic Materials
Communication Services
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 08-Aug-2025 |
Holdings | PE Ratio 08-Aug-2025 |
1Y Return |
|---|---|---|---|---|---|
| Eternal Ltd | Large Cap | Consumer Cyclical (36.51) | 7.07% | -10.49 | 85.47% |
| Bharat Electronics Ltd | Large Cap | Industrials (45.26) | 4.52% | 49.1 | 24.73% |
| CG Power & Industrial Solutions Ltd | Large Cap | Industrials (81.8) | 3.84% | 104.61 | -1.79% |
| Waaree Energies Ltd | Mid Cap | Technology | 3.73% | - | 0% |
| Apar Industries Ltd | Mid Cap | Industrials (56.71) | 3.66% | 35.22 | -13.48% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 3.61% | 28.3 | 41.05% |
| Siemens Energy India Ltd | Utilities | 3.57% | - | 0% | |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (67.5) | 3.57% | 89.64 | 59.83% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (71.4) | 3.55% | 57.73 | 47.57% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (71.85) | 3.46% | 127.18 | -9.72% |
| Samvardhana Motherson International Ltd | Large Cap | Consumer Cyclical (70.67) | 3.43% | 29.47 | -28.47% |
| Hindustan Aeronautics Ltd Ordinary Shares | Large Cap | Industrials (47.66) | 3.3% | 35.5 | -4.88% |
| PTC Industries Ltd | Small Cap | Industrials (41.19) | 3.27% | 340.17 | -2.03% |
| Bajaj Finance Ltd | Financial Services | 3.26% | - | 0% | |
| Suzlon Energy Ltd | Mid Cap | Industrials (51.88) | 3.26% | 41.84 | -13.39% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 3.22% | 206.18 | 772.74% |
| Bharat Dynamics Ltd Ordinary Shares | Mid Cap | Industrials | 3.18% | - | 0% |
| OneSource Specialty Pharma Ltd | Healthcare | 2.96% | - | 0% | |
| Premier Energies Ltd | Mid Cap | Technology | 2.93% | - | 0% |
| One97 Communications Ltd | Mid Cap | Technology (441.58) | 2.64% | 254.6 | 117.66% |
| Trent Ltd | Large Cap | Consumer Cyclical (88.56) | 2.53% | 119.08 | -25.99% |
| Kaynes Technology India Ltd | Mid Cap | Industrials (125.31) | 2.48% | 129.15 | 28.89% |
| Religare Enterprises Ltd | Small Cap | Financial Services (35.65) | 2.42% | 131.11 | -10.18% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (117.35) | 2.38% | 85.07 | 26.46% |
| Zen Technologies Ltd | Small Cap | Industrials (45.26) | 2.3% | 52.52 | -15.82% |
| Inox Wind Ltd | Small Cap | Industrials (51.88) | 2.28% | 53.38 | -17.47% |
| V2 Retail Ltd | Small Cap | Consumer Cyclical (88.56) | 2.18% | 74.84 | 50.28% |
| Angel One Ltd Ordinary Shares | Small Cap | Financial Services (35.65) | 2.13% | 20.15 | -14.16% |
| Gujarat Fluorochemicals Ltd Ordinary Shares | Mid Cap | Basic Materials (57.44) | 2.05% | 70.4 | 3.11% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (73.26) | 1.96% | 65.03 | -17.38% |
| Muthoot Finance Ltd | Mid Cap | Financial Services (27.41) | 1.81% | 17.2 | 33.62% |
| PB Fintech Ltd | Mid Cap | Financial Services (76.58) | 1.62% | 615.37 | 84.19% |
| K.P.R. Mill Ltd | Small Cap | Consumer Cyclical (751.55) | 0.99% | 0 | 166.23% |
| Inox Wind Ltd - Rights | 0.03% | - | 0% | ||
| Affle 3i Ltd | Small Cap | Communication Services (17.14) | 0% | 68.85 | 32.02% |
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Chat with usFrequently Asked Questions
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.
Top 5 holdings for Motilal Oswal Large and Midcap Fund Regular ?
The top holdings of this fund are
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.
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.
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 Sector for Motilal Oswal Large and Midcap Fund Regular ?
The major sectors of this fund are .
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 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.
