6M
1Y
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Fund Details
Motilal Oswal Large and Midcap Fund Direct IDCW
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.67% |
| NAV | ₹13.31 (13 Apr 2021) |
|---|---|
| Fund Started | 17 Oct 2019 |
| Fund Size | ₹602 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
58.6%
-
-
-8.2%
Category Average
60.2%
8.8%
13.8%
-
Rank Within Category
20
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹500
Amount Per Month₹5,000
Would have become
₹0
with 58.6% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.0% |
| Max Financial Services Ltd. | Financial | Equity | 7.5% |
| HDFC Bank Ltd. | Financial | Equity | 7.2% |
| Jubilant FoodWorks Ltd. | Services | Equity | 4.8% |
| Axis Bank Ltd. | Financial | Equity | 4.7% |
| Gujarat Gas Ltd. | Chemicals | Equity | 4.4% |
| Phoenix Mills Ltd. | Construction | Equity | 4.2% |
| United Breweries Ltd. | FMCG | Equity | 3.8% |
| Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 3.8% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 3.8% |
See All
Fund Managers
Aditya Khemani
Abhiroop Mukherjee
Motilal Oswal Large and Midcap Fund Direct IDCW Details
Motilal Oswal Large and Midcap Fund Direct IDCW is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 17 Oct 2019. Aditya Khemani is the Current Fund Manager of Motilal Oswal Large and Midcap Fund Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹602 Cr and the Latest NAV as of 13 Apr 2021 is ₹13.31.
The Motilal Oswal Large and Midcap Fund Direct IDCW is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1%, if redeemed within 15 days.
Investment Objective
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Scheme Information Document(SID)
₹500
Min for First Investment
₹500
Min for Second Investment
Exit load of 1%, if redeemed within 15 days.
Exit Load
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About Motilal Oswal Mutual Fund
Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
Phone
022-39804263
Launch Date
29 Dec 2009
Website
NAMotilal Oswal Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Website
www.karvymfs.comSimilar Funds
