Motilal Oswal Large and Midcap Fund Regular - IDCW Payout/Reinvestment Motilal Oswal Large and Midcap Fund Regular - IDCW Payout/Reinvestment

Motilal Oswal Large and Midcap Fund Regular - Portfolio Analysis

  • ₹24.73 (0.2811%)

    Current NAV 16-07-2024

  • 53.34%

    1Y Returns

  • Min. SIP ₹500

    Min. Investment ₹500

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Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 196.98%
  • Debt 2.32%
  • Others 0.68%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Mid Cap 71.08
Large Cap 70.38
Small Cap 47.76
Others 7.76

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Services

Capital Goods

Financial

Construction

Healthcare

Consumer Discretionary

Communication

Technology

Diversified

Chemicals

Automobile

Metals & Mining

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
16-Jul-2024
Holdings PE Ratio
16-Jul-2024
1Y Return
Zomato Ltd. Large Cap Services (36.51) 6.64% -10.49 85.47%
Zomato Ltd. Large Cap Services (36.51) 6.64% -10.49 85.47%
Prestige Estates Projects Ltd. Mid Cap Construction (110.16) 6.14% 52.73 220.24%
Prestige Estates Projects Ltd. Mid Cap Construction (110.16) 6.14% 52.73 220.24%
Trent Ltd. Large Cap Services (108.16) 6.06% 135.11 234.58%
Trent Ltd. Large Cap Services (108.16) 6.06% 135.11 234.58%
Kalyan Jewellers India Ltd. Mid Cap Consumer Discretionary (75.34) 5.4% 90.92 188.56%
Kalyan Jewellers India Ltd. Mid Cap Consumer Discretionary (75.34) 5.4% 90.92 188.56%
JIO Financial Services Ltd. Large Cap Financial (29.96) 5.02% 136.07 0%
JIO Financial Services Ltd. Large Cap Financial (29.96) 5.02% 136.07 0%
CG Power and Industrial Solutions Ltd. Mid Cap Capital Goods (114.28) 4.24% 78.17 78.73%
CG Power and Industrial Solutions Ltd. Mid Cap Capital Goods (114.28) 4.24% 78.17 78.73%
Indusind Bank Ltd. Large Cap Financial (19.3) 4.02% 12.55 4.94%
Indusind Bank Ltd. Large Cap Financial (19.3) 4.02% 12.55 4.94%
Bharat Electronics Ltd. Large Cap Capital Goods (58.29) 3.94% 59.88 156.77%
Bharat Electronics Ltd. Large Cap Capital Goods (58.29) 3.94% 59.88 156.77%
Bharat Dynamics Ltd. Capital Goods 3.88% 0%
Bharat Dynamics Ltd. Capital Goods 3.88% 0%
Interglobe Aviation Ltd. Large Cap Services (20.62) 3.71% 20.95 66.72%
Interglobe Aviation Ltd. Large Cap Services (20.62) 3.71% 20.95 66.72%
Suzlon Energy Ltd. Mid Cap Capital Goods (115.03) 3.69% 116.4 215.65%
Suzlon Energy Ltd. Mid Cap Capital Goods (115.03) 3.69% 116.4 215.65%
Fortis Healthcare Ltd. Mid Cap Healthcare (80.96) 3.32% 61.63 49.6%
Fortis Healthcare Ltd. Mid Cap Healthcare (80.96) 3.32% 61.63 49.6%
Bharti Airtel Ltd. Large Cap Communication (151.86) 3.31% 113.64 65.36%
Bharti Airtel Ltd. Large Cap Communication (151.86) 3.31% 113.64 65.36%
The Phoenix Mills Ltd. Mid Cap Construction (110.16) 3.3% 66.18 138.58%
The Phoenix Mills Ltd. Mid Cap Construction (110.16) 3.3% 66.18 138.58%
Global Health Ltd. Small Cap Healthcare (80.96) 3.15% 67.68 71.81%
Global Health Ltd. Small Cap Healthcare (80.96) 3.15% 67.68 71.81%
IDFC First Bank Ltd. Mid Cap Financial (19.3) 2.98% 19.84 -5.48%
IDFC First Bank Ltd. Mid Cap Financial (19.3) 2.98% 19.84 -5.48%
Inox Wind Ltd. Small Cap Capital Goods (115.03) 2.96% -504.39 241.72%
Inox Wind Ltd. Small Cap Capital Goods (115.03) 2.96% -504.39 241.72%
Multi Commodity Exchange Of India Ltd. Small Cap Services (58.44) 2.75% 242.46 153.72%
Multi Commodity Exchange Of India Ltd. Small Cap Services (58.44) 2.75% 242.46 153.72%
Kaynes Technology India Ltd. Small Cap Capital Goods (118.85) 2.68% 144.88 134%
Kaynes Technology India Ltd. Small Cap Capital Goods (118.85) 2.68% 144.88 134%
Mankind Pharma Ltd. Large Cap Healthcare (43.33) 2.49% 44.18 16.45%
Mankind Pharma Ltd. Large Cap Healthcare (43.33) 2.49% 44.18 16.45%
Amber Enterprises India Ltd. Small Cap Consumer Discretionary (95.76) 2.37% 116.51 107.82%
Amber Enterprises India Ltd. Small Cap Consumer Discretionary (95.76) 2.37% 116.51 107.82%
BSE Ltd. Small Cap Services 2.35% 0%
BSE Ltd. Small Cap Services 2.35% 0%
Coforge Ltd. Mid Cap Technology (35.56) 2.34% 48.21 19.59%
Coforge Ltd. Mid Cap Technology (35.56) 2.34% 48.21 19.59%
Apar Industries Ltd. Small Cap Diversified (67.46) 2.31% 43.99 156.32%
Apar Industries Ltd. Small Cap Diversified (67.46) 2.31% 43.99 156.32%
Gujarat Fluorochemicals Ltd. Mid Cap Chemicals (67.46) 2.09% 83.59 19.7%
Gujarat Fluorochemicals Ltd. Mid Cap Chemicals (67.46) 2.09% 83.59 19.7%
Tube Investments Of India Ltd. Mid Cap Automobile (109.23) 2.04% 66.15 24.81%
Tube Investments Of India Ltd. Mid Cap Automobile (109.23) 2.04% 66.15 24.81%
Angel One Ltd. Small Cap Financial (31.54) 2.01% 17.77 30.01%
Angel One Ltd. Small Cap Financial (31.54) 2.01% 17.77 30.01%
Welspun Corp Ltd. Small Cap Metals & Mining (30.79) 1.86% 15.19 112.34%
Welspun Corp Ltd. Small Cap Metals & Mining (30.79) 1.86% 15.19 112.34%
Religare Enterprises Ltd. Small Cap Financial (31.54) 1.44% 69.86 41.55%
Religare Enterprises Ltd. Small Cap Financial (31.54) 1.44% 69.86 41.55%

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Market Cap Allocation Of Debt

Shows Distribution among Different Size Companies.

Category Allocation
Others 2.32

Sector Allocation of Debt

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Debt

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 1.16% 0%
Others Others 1.16% 0%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 0.68

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 0.34% 0%
Others Others 0.34% 0%

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Frequently 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 Zomato Ltd., Zomato Ltd., Prestige Estates Projects Ltd., Prestige Estates Projects Ltd., Trent Ltd.

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 Services, Capital Goods, Financial, Construction, Healthcare.

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.

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