Motilal Oswal Large and Midcap Fund Direct Growth - NAV : 29.6187

  • NAV (as on 2024-05-22)29.6187(0.02%)

  • Risk: Very High
  • Category: Wealth Creation
mens
Raamdeo Agrawal

(Chairman, Motilal Oswal AMC)

A message from the fund manager/concerned person can go here.

Why Invest in this fund?

Why Invest
Investment Horizon

3+ years

Why Invest
For Whom

Investors who want to invest in large and mid cap companies Investors looking for diversification into large and mid cap stocks

Why Invest
Allocations

Concentrated stock portfolio

Why Invest
Number of Stocks

Concentrated stock portfolio

Overview

Fund Manager
Fund Name

Motilal Oswal Large and Midcap Fund

Fund Manager
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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Fund Manager
Portfolio Turnover Ratio

0.95
Fund Manager
Latest AUM

₹ 4036.22 Crs (as on: 30-4-2024)
Fund Manager
Total Expense Ratio

0.49% p.a.
Fund Manager
Date of Allotment

17-10-2019
Fund Manager
Benchmark

Nifty Large Midcap 250 TRI

Performance

Lumpsum
Investment of
for
Yearly

would have become 10000.00

Periodic Returns

Current Value for an investment of Rs10,000

1 Year

CAGR (%)
Current Value of Investment of Rs 10000

3 Year

CAGR (%)
Current Value of Investment of Rs 10000

Since Inception

CAGR (%)
Current Value of Investment of Rs 10000
Motilal Oswal Large and Midcap Fund
57.97
15797.2
28.69
21314.4
26.48
29053.7
Nifty Large Midcap 250 TRI
45.4083
14540.8
23.1722
18687
23.9963
26549.1

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. Niket Shah has been appointed as the Fund Manager for equity component since 20-Oct-2023. 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 11-Nov-2022.(Data as on 3oth April 2024)

Portfolio

Industry Classification

Top 10 holding

Scheme Details

Fund Manager
Entry Load

Nil

Fund Manager
Exit Load

1% - If redeemed on or before 15 days from the Inception Date. Nil - If redeemed after 15 days from the Inception Date. A switch-out or a withdrawal shall also be subjected to the Exit Load like any Redemption. No Exit Load applies for switch between Motilal O...

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Fund Manager
Type of Scheme

Large and Midcap Fund - An open ended equity scheme investing in both large cap and mid cap stocks
Fund Manager
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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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

Fund Manager

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
Fund Manager

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
Fund Manager

Niket Shah

Niket has 10 years of overall experience.

  • Motilal Oswal Asset Management Company Ltd. Vice President Associate Fund Manager.
  • Motilal Oswal Securities Ltd. Head of Midcaps Research
  • Edelweiss Securities Ltd Research Analyst Midcaps
  • Religare Capital Markets Ltd Associate Research Analyst Midcaps.

Other funds managed by him

  • Motilal Oswal Midcap Fund
  • Motilal Oswal Flexi Cap Fund
  • Motilal Oswal ELSS Tax Saver Fund
  • Motilal Oswal Small Cap Fund
  • Motilal Oswal Large Cap Fund
Fund Manager

Ajay Khandelwal

Ajay has 13 years rich experience in fund management and research related activity. Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Small Cap Fund. He has done post-graduation i.e. MBA from Manipal University. Mr. Ajay possess expertise in Fund Management.

Other funds managed by him

  • Motilal Oswal Small Cap Fund
  • Motilal Oswal ELSS Tax Saver Fund
  • Motilal Oswal Large Cap Fund