Motilal Oswal Large and Midcap Fund Direct Growth - NAV : 22.2923
NAV (as on 2023-09-22)22.2923(-0.26%)
Risk: Very High
Category: Wealth Creation
Raamdeo Agrawal
(Chairman, Motilal Oswal AMC)
A message from the fund manager/concerned person can go here.
Why Invest in this fund?
Investment Horizon
3+ years
For Whom
Investors who want to invest in large and mid cap companies Investors looking for diversification into large and mid cap stocks
Allocations
Concentrated stock portfolio
Number of Stocks
Concentrated stock portfolio
Overview
Fund Name
Motilal Oswal Large and Midcap Fund
Investment Objective
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. ...
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Portfolio Turnover Ratio
0.7
Latest AUM
₹ 2080.51 Crs (as on: 31-8-2023)
Total Expense Ratio
0.64% p.a.
Date of Allotment
17-10-2019
Benchmark
Nifty Large Midcap 250 TRIPerformance
would have become ₹ 10000.00
Periodic Returns
Current Value for an investment of Rs10,000
1 Year
3 Year
Since Inception
Date of inception: 17-Oct-19. *Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth Option. Different plans have different expense structure. Mr. Aditya Khemani has been appointed as the Fund Manager for equity component since inception; Mr. Rakesh Shetty is the Fund Manager for debt component since 22-Nov-2022. Mr. Ankush Sood is the Fund Manager for Foreign Securities component since 22-Nov-2022. (Data as on 31st August 2023)
Portfolio
Industry Classification
Top 10 holding
Scheme Details
Entry Load
Nil
Exit Load
1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment. A switch-out or a withdrawal shall also be subjected to the Exit Load like any Redemption. No Exit Load applies for switch between Mot...
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Type of Scheme
Large and Midcap Fund - An open ended equity scheme investing in both large cap and mid cap stocks
Methodology of calculating sale price
a) Methodology of calculating sale price: The price or NAV, an investor is charged while investing in an open-ended scheme is called sale or subscription price. Pursuant to SEBI Circular dated June 30, 2009, no entry load will be charged by the scheme to ...
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This product is suitable for investors who are seeking*
- Long term capital appreciation
- Investment predominantly in equity and equity related instruments of large and midcap stocks.
* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Scheme Riskometer
Investors understand that their principal will be at Very High riskBenchmark Riskometer
Nifty Large Midcap 250 TRIInvestors understand that their principal will be at Very High risk
Fund Manager
Aditya Khemani
For Equity Component
He has overall 14 years of experience in the Indian equity markets as an investment professional, out of which the last 10 has been in the role of a portfolio manager. Prior to joining Motilal Oswal Asset Management Company Ltd., He was associated with HSBC AMC for nearly 12 years. Further, he has worked in esteemed organizations like SBI Mutual Fund, ICICI Prudential AMC and Morgan Stanley Advantage Services.
Other funds managed by him
- Motilal Oswal Long Term Equity Fund
Rakesh Shetty
Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Other funds managed by him
- Motilal Oswal Ultra Short Term Fund
- Motilal Oswal Liquid Fund
- Motilal Oswal 5 Year G-Sec Fund Of Fund
- Motilal Oswal Focused Fund
- Motilal Oswal Midcap Fund
- Motilal Oswal Flexi Cap Fund
Ankush Sood
Mr. Ankush Sood has extensive experience prominently in Institutional Sales Trading Function. Prior to joining Motilal Oswal AMC he has been associated with Motilal Oswal Financial Services Limited wherein he was primarily responsible for Servicing Domestic & Foreign Institutional Clients. He holds an Educational Qualification in B.Tech in Electronics & Telecommunications from MPSTME, NMIMS Mumbai and MBA(Tech) with Major in Finance & Minor in Analytics from SBM, NMIMS Mumbai.
Other funds managed by him
- Motilal Oswal Nasdaq 100 ETF
- Motilal Oswal Multi Asset Fund
- Motilal Oswal Flexi Cap Fund
- Motilal Oswal S&P 500 Index Fund
- Motilal Oswal NASDAQ Q 50 ETF
- Motilal Oswal MSCI EAFE Top 100 Select Index Fund
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