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Motilal Oswal Large and Midcap Fund - Portfolio Analysis
- Equity
- Large and Mid Cap
- Very High
-
₹34.18
(0.58%)
Current NAV 09-07-2025
-
13.13%
Returns
-
Min. SIP ₹500
Min. Investment ₹500
Fund Suitability Test
Asset Allocation (As on 31-May-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 98.63%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 37.51 |
| Large Cap | 35.01 |
| Small Cap | 23.47 |
| Others | 2.63 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Industrials
Consumer Cyclical
Financial Services
Technology
Real Estate
Communication Services
Healthcare
Basic Materials
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 10-Jul-2025 |
Holdings | PE Ratio 10-Jul-2025 |
1Y Return |
|---|---|---|---|---|---|
| Eternal Ltd | Large Cap | Consumer Cyclical (36.51) | 5.16% | -10.49 | 85.47% |
| Bharat Dynamics Ltd Ordinary Shares | Mid Cap | Industrials | 5.03% | - | 0% |
| Trent Ltd | Large Cap | Consumer Cyclical (93.52) | 4.67% | 124.55 | -2.64% |
| Bharat Electronics Ltd | Large Cap | Industrials (53.03) | 4.04% | 56.79 | 23.88% |
| Suzlon Energy Ltd | Mid Cap | Industrials (56.81) | 3.96% | 43.6 | 18.85% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 3.92% | 28.3 | 41.05% |
| CG Power & Industrial Solutions Ltd | Large Cap | Industrials (82.85) | 3.82% | 108.51 | -11.35% |
| Waaree Energies Ltd | Mid Cap | Technology | 3.73% | - | 0% |
| Samvardhana Motherson International Ltd | Large Cap | Consumer Cyclical (70.93) | 3.63% | 28.37 | -23.53% |
| Apar Industries Ltd | Mid Cap | Industrials (59.33) | 3.56% | 43.56 | 2.57% |
| PTC Industries Ltd | Small Cap | Industrials (44.24) | 3.42% | 350.69 | -3.39% |
| Hindustan Aeronautics Ltd Ordinary Shares | Large Cap | Industrials (53.06) | 3.3% | 40.05 | -9.59% |
| Inox Wind Ltd | Small Cap | Industrials (56.81) | 3.27% | 63.41 | 11.12% |
| Bharti Airtel Ltd | Large Cap | Communication Services (50.31) | 3.26% | 33.97 | 36.01% |
| Zen Technologies Ltd | Small Cap | Industrials (53.03) | 3.23% | 61.11 | 42.74% |
| Bajaj Finance Ltd | Large Cap | Financial Services (28.78) | 3.2% | 34.86 | 28% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (84.49) | 3.19% | 75.85 | 124.05% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 3.03% | 206.18 | 772.74% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (79.58) | 2.92% | 156.31 | -4.79% |
| Premier Energies Ltd | Mid Cap | Technology | 2.91% | - | 0% |
| Kaynes Technology India Ltd | Mid Cap | Industrials (117.38) | 2.76% | 140.68 | 50.88% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (72.29) | 2.76% | 84.56 | 16.24% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (72.77) | 2.66% | 107.47 | 69.07% |
| Angel One Ltd Ordinary Shares | Small Cap | Financial Services (37.16) | 2.65% | 21.02 | 22.5% |
| OneSource Specialty Pharma Ltd | Healthcare | 2.63% | - | 0% | |
| Gujarat Fluorochemicals Ltd Ordinary Shares | Mid Cap | Basic Materials (59.31) | 2.54% | 69.27 | 6.52% |
| V2 Retail Ltd | Small Cap | Consumer Cyclical (93.52) | 2.47% | 94.31 | 176.96% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (113.74) | 2.33% | 87.22 | 27.3% |
| Religare Enterprises Ltd | Small Cap | Financial Services (37.16) | 2.23% | 122.84 | 5.18% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (79.58) | 1.99% | 54.85 | -24.49% |
| K.P.R. Mill Ltd | Small Cap | Consumer Cyclical (751.55) | 0.36% | 0 | 166.23% |
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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 ?
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 ?
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.
