Motilal Oswal Large and Midcap Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.36
• Std Deviation 14.16%
• Tracking Error 0.00%

The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

The Motilal Oswal Large and Midcap Fund Regular Growth has an AUM of 7710.01 crores & has delivered CAGR of 25.30% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.74%. The minimum investment in Motilal Oswal Large and Midcap Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Zomato, Trent, Kalyan Jewellers India & Bharti Airtel.

The major sectors where the fund is invested are Electronic Instr. & Controls, Misc. Capital Goods, Retail (Apparel) & Computer Services.

Some of the similar funds are Motilal Oswal Large and Midcap Fund Regular Growth, Bandhan Core Equity Fund - Growth, DSP Equity Opportunities Fund Growth, Tata Large & Mid Cap Fund Regular Growth, Sundaram large and Mid Cap Fund Growth. Motilal Oswal Large and Midcap Fund Regular Growth has a sharpe ratio of 1.36 & a standard deviation of 14.16%.