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

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Large and Mid Cap NAV 18.4922 0 27 September, 2023

Fund Details

Category Large and Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 17 October, 2019
Benchmark NIFTY Large Midcap 250 TRI
Asset Size(Cr) 1683.3684
Turn over 70%
Min Investment ₹ 500
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 500
Exit Load 1% for redemption within 15 days
Expense Ratio 2.06
Fund Manager Aditya Khemani, Ankush Sood, Rakesh Shetty
Fund House Motilal Oswal Mutual fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.44% 1.58% 2.01%
1 M 3.2% 4.02% 4.3%
3 M 3.5% 1.44% 2.46%
6 M 3.59% 0.35% -0.5%
1 Y 14.06% 7.25% 6.48%
2 Y 14.77% 12.49% 12.7%
3 Y 26.37% 23.79% 25.31%
5 Y - 12.46% 10.92%

Risk Mesasures (As on 27 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others -0.06%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Motilal Oswal Large and Midcap Fund Regular - IDCW Payout/Reinvestment 14.06% 26.37% 0%
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 3.01% 25.55% 14.05%
DSP Equity Opportunities Fund-Regular Plan - Growth 7.86% 23.86% 10.68%
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth -2.49% 20.75% 7.36%

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