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Business News/Market/Market Stats/    Motilal Oswal Large and Midcap Fund Regular Growth

Motilal Oswal Large and Midcap Fund Regular Growth

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  • Equity
  • Large & Mid-Cap
  • Rating 4
  • Plan
29.30 -0.28 (-0.96%) NAV as on 19 Jun, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)4293.00
  • CAGR 54.83%
  • Exit Load1.00%
  • Expense ratio1.86%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date2019-10-17

Morning Star Rating 4

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 21 June 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.33
  • Std Deviation 13.45%
  • Tracking Error 0.00%

About Fund

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 4293.00 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.86%. 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, Prestige Estates Projects, Trent & Kalyan Jewellers India.

 

The major sectors where the fund is invested are Misc. Capital Goods, Investment Services, Aerospace & Defense & Regional Banks.

 

Some of the similar funds are Bandhan Core Equity Fund - Growth, Nippon India Vision Fund - Growth, Edelweiss Large & Mid Fund Growth, Motilal Oswal Large and Midcap Fund Regular Growth, Franklin India Equity Advantage Fund Growth. Motilal Oswal Large and Midcap Fund Regular Growth has a sharpe ratio of 1.33 & a standard deviation of 13.45%.

FAQs about Motilal Oswal Large and Midcap Fund Regular Growth

According to the morning star rating Motilal Oswal Large and Midcap Fund Regular Growth has a Moderate risk & Exceptional return.
Motilal Oswal Large and Midcap Fund Regular Growth is managed by Ajay Khandelwal,Niket Shah,Ankush Sood,Rakesh Shetty.
The expense ratio of Motilal Oswal Large and Midcap Fund Regular Growth is 1.86%.
The 5 year annualized return on Motilal Oswal Large and Midcap Fund Regular Growth is 0.00% & it has generated 54.83% in the last 1 year.
The minimum investment in Motilal Oswal Large and Midcap Fund Regular Growth is 500 Rs.
Motilal Oswal Large and Midcap Fund Regular Growth has an AUM of 4293.00 crores.
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