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

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.  ...

 Read More
Portfolio Turnover Ratio
0.3
Latest AUM
null
Total Expense Ratio
null
Date of Allotment
17-10-2019
Benchmark
Nifty Large Midcap 250 TRI

Performance

Lumpsum
Investment of
for
Yearly

would have become 10000.00

Portfolio

Industry Classification

Industry Classification as recommended by AMFI

Top 10 holding

Data as on 31-5-2022

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 MOF...

 Read More
Type of Scheme
Large and Midcap Fund - An open ended equity scheme investing in both large cap and mid cap stocks
Methodology and illustration of sale and repurchase price of units

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 the...

 Read More

Product Labeling

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 risk
  • Benchmark Riskometer
    Nifty Large Midcap 250 TRI
    Investors 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

Abhiroop Mukherjee

For Debt Component since Inception

Abhiroop has over 13 years of experience in the Debt and Money Market Instruments Securities trading and fund management.

  • Motilal Oswal Asset Management Company Ltd. - Associate Vice President - Debt and Money Market Instruments from May 2011 onwards
  • PNB Gilts Ltd. - Assistant Vice President - Debt and Money Market Instruments from April 2007 to May 2011.

Other funds managed by him

  • Motilal Oswal Flexi Cap Fund
  • Motilal Oswal Dynamic Fund
  • Motilal Oswal Midcap 30 Fund
  • Motilal Oswal 5 Year G Sec ETF
  • Motilal Oswal Equity Hybrid Fund
  • Motilal Oswal Liquid Fund
  • Motilal Oswal Long Term Equity Fund
  • Motilal Oswal Multi Asset Fund
  • Motilal Oswal Focused 25 Fund
  • Motilal Oswal Nasdaq 100 Fund of Fund
  • Motilal Oswal S & P 500 Index Fund
  • Motilal Oswal Ultra Short Term Fund
  • Motilal Oswal Asset Allocation Passive Fund of Fund Aggressive
  • Motilal Oswal Asset Allocation Passive Fund of Fund Conservative
  • Motilal Oswal Nifty 200 Momentum 30 Index Fund
  • Motilal Oswal NIFTY 200 Momentum 30 ETF
  • Motilal Oswal NASDAQ Q 50 ETF
  • Motilal Oswal S&P BSE Low Volatility Index Fund
  • Motilal Oswal MSCI EAFE Top 100 Select Index Fund
  • Motilal Oswal S&P BSE Low Volatility ETF

Downloads