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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

  • Equity
  • Large and Mid Cap
  • Very High
  • Current NAV

    ₹26.34 0.3201%

    12-04-2024
  • Annual Returns

    57.36%

  • Min. SIP ₹500

    Min. Investment ₹500

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  • Equity 98.29%
  • Debt 1.15%
  • Others 0.57%

Market Cap

Allocation
Large Cap 36.34
Mid Cap 35.86
Small Cap 26.09

Sector Allocation

Services

Financial

Capital Goods

Healthcare

Construction

Consumer Discretionary

Automobile

Technology

Energy

Chemicals

Metals & Mining

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
12-Apr-2024
Holdings PE Ratio
12-Apr-2024
1Y Return
JIO Financial Services Ltd. Large Cap Financial (20.28) 6.6% 0 0%
Trent Ltd. Large Cap Services (134.52) 6.37% 172.68 198.28%
Zomato Ltd. Large Cap Services (36.51) 6.2% -10.49 85.47%
Kalyan Jewellers India Ltd. Mid Cap Consumer Discretionary (91.09) 6.02% 83.25 314.63%
Prestige Estates Projects Ltd. Mid Cap Construction (121.41) 5.44% 28.25 167.93%
Global Health Ltd. Small Cap Healthcare (93.27) 5.07% 83.2 186.7%
Indusind Bank Ltd. Large Cap Financial (25.23) 5.01% 13.91 44.18%
Fortis Healthcare Ltd. Mid Cap Healthcare (93.27) 3.52% 58.97 62.83%
Interglobe Aviation Ltd. Large Cap Services (109.34) 3.45% 19.75 95.73%
Suzlon Energy Ltd. Mid Cap Capital Goods (59.04) 3.16% 84.24 419.36%
The Phoenix Mills Ltd. Mid Cap Construction (121.41) 3.11% 52.1 132.71%
Mankind Pharma Ltd. Large Cap Healthcare (55.62) 3.07% 53.43 0%
IDFC First Bank Ltd. Mid Cap Financial (25.23) 3.02% 19.71 56.44%
Inox Wind Ltd. Small Cap Capital Goods (59.04) 2.89% -89.26 489.83%
NTPC Ltd. Large Cap Energy (27.49) 2.87% 18 105.86%
TVS Motor Company Ltd. Large Cap Automobile (44.67) 2.77% 59.48 80.37%
Multi Commodity Exchange Of India Ltd. Small Cap Services (122.29) 2.71% 27358.9 158.28%
Kaynes Technology India Ltd. Small Cap Capital Goods (159.7) 2.64% 96.99 162.14%
Bharat Dynamics Ltd. Small Cap Capital Goods (50.6) 2.55% 0 76.91%
CG Power and Industrial Solutions Ltd. Mid Cap Capital Goods (107.86) 2.31% 46.77 65.07%
BSE Ltd. Small Cap Services 2.21% 0%
Gujarat Fluorochemicals Ltd. Mid Cap Chemicals (61.42) 2.18% 58.83 15.41%
L&T Technology Services Ltd. Mid Cap Technology (47.28) 2.06% 47.12 58.6%
Religare Enterprises Ltd. Small Cap Financial (33.21) 2.04% 2.16 58.67%
Amber Enterprises India Ltd. Small Cap Consumer Discretionary (79.98) 2.04% 87.2 96.6%
Tube Investments Of India Ltd. Mid Cap Automobile (103.63) 2.01% 51.62 33.66%
Welspun Corp Ltd. Small Cap Metals & Mining (40.14) 1.88% 13.87 164.28%
Angel One Ltd. Small Cap Financial (33.21) 1.86% 24.62 130.32%
Cummins India Ltd. Mid Cap Capital Goods (62) 1.77% 55.49 96.46%
Coforge Ltd. Mid Cap Technology (35.62) 1.26% 49.11 37.92%
India Shelter Finance Corporation Ltd. Small Cap Financial (9.92) 0.2% 0 0%

Market Cap

Allocation
Others 1.15

Sector Allocation

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%

Market Cap

Allocation
Others 0.57

Sector Allocation

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?

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?

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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