September 16, 2022
mayank
Motilal Oswal Large and Midcap Fund
NAV Growth : Rs 17.9211
NAV IDCW : Rs 16.6784
Suitable For Which Investors ?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy :
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Fund Manager :
1) Aditya Khemani
Education : Mr. Khemani has done B.Com (Hons) and PGDM from IIM, Lucknow.
Experience : Prior to joining Motilal Oswal Asset Management Company Ltd., He was associated with HSBC AMC, SBI Mutual Fund, ICICI Prudential AMC and Morgan Stanley Advantage Services.
2) Abhiroop Mukherjee
Education : Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.
Experience : Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
Investment Details
| Min. Investment (Rs) ; | 500 |
| Min. Addl Investment (Rs) : | 500 |
| Min. SIP Investment (Rs) : | 500 |
| Min. Withdrawal (Rs) : | 500 |
| Min. No of Cheques : | 12 |
| Min. Balance (Rs) : | — |
| Lock-in Period : | NA |
| Exit Load : | 1% for redemption within 15 days |
Basic Details
| Fund House : | Motilal Oswal Mutual Fund |
| Launch Date : | 17-Oct-19 |
| Return Since Launch : | 22.16% |
| Benchmark : | NIFTY Large Midcap 250 TRI |
| Riskometer : | Very High |
| Type : | Open-ended |
| Assets : | Rs 1,329 Cr |
| (As on 31-Aug-2022) | |
| Expense Ratio : | 0.69% |
| (As on 31-Jul-2022) | |
| Risk Grade : | — |
| Return Grade : | — |
| Turnover : | 30.00% |
Motilal Oswal Large and Midcap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Large and Midcap Dir | 1.71 | 0.09 | 5.83 | 22.6 | 14.2 | 2.38 | — | — | — | — |
| S&P BSE Large Mid Cap TRI | 6.17 | -0.34 | 2.57 | 16.74 | 11 | 5.6 | — | — | — | — |
| Equity: Large & MidCap | 4.37 | -0.11 | 3.81 | 17.98 | 11.54 | 5.75 | — | — | — | — |
| Rank within category | 20 | 4 | 2 | 1 | 5 | 22 | — | — | — | — |
| Number of funds in category | 28 | 29 | 29 | 29 | 29 | 27 | 23 | 19 | 19 | 0 |
Peer Comparison
| Fund name | Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) |
| Motilal Oswal Large and Midcap Dir | Unrated | 2.38 | — | — | 0.69 | 1,329 | 22.16 | 1.00 (15) | 2yrs 11mo | 30.00 |
| Mirae Asset Emrgng Bluechip Dir | 5 star | 0.76 | 24.83 | 16.23 | 0.69 | 23,510 | 23.32 | 1.00 (365) | 9yrs 8mo | 65.00 |
| Canara Robeco Emrgng Equities Dir | 4 star | 3.73 | 25.76 | 14.52 | 0.59 | 14,949 | 21.66 | 1.00 (365) | 9yrs 8mo | 26.00 |
| Kotak Eqt Opp Dir | 4 star | 7.27 | 23.69 | 14.40 | 0.59 | 10,842 | 16.97 | 1.00 (365) | 9yrs 8mo | 10.78 |
| Axis Growth Opp Dir | 5 star | 1.47 | 26.18 | — | 0.56 | 8,476 | 22.6 | 1.00 (365) | 3yrs 11mo | 30.00 |
Portfolio Analysis
| No. of Stocks : | 35 |
| Top 10 Stocks % : | 50.10 |
| Top 5 Stocks % : | 30.64 |
| Top 3 Sectors % : | 62.59 |
| Portfolio P/B Ratio : | 3.69 |
| Portfolio P/E Ratio : | 26.35 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 72,923 | 98,336 |
| Giant (%) | 38.96 | 38.85 |
| Large (%) | 6.99 | 17.58 |
| Mid (%) | 45.14 | 41.62 |
| Small (%) | 8.91 | 4.24 |
| Tiny (%) | — | 0.00 |
Motilal Oswal Large and Midcap Fund by Chanakya :
Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.
Apply Online :
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