Motilal Oswal Large & Midcap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 55.79 | 26.76 | N/A | N/A |
Average Rolling Returns(%) | 30.82 | 25.41 | N/A | N/A |
The Current NAV of Motilal Oswal Large & Midcap Fund - Regular Plan - Growth is ₹27.49.
It is better to invest in a fund with a longer track record as Motilal Oswal Large & Midcap Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Motilal Oswal Large & Midcap Fund - Regular Plan - Growth fund’s expense ratio is 1.86%
The process for redemption is
The AUM of Motilal Oswal Large & Midcap Fund - Regular Plan - Growth is currently ₹4,036 Crores.
The Top three stocks are Zomato, Trent and Kalyan Jewell.India and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 31% and 50% of fund’s portfolio respectively.
Top three sectors of Motilal Oswal Large & Midcap Fund - Regular Plan - Growth fund are BFSI, Capital Goods and Retail accounting for 54% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Large & Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Motilal Oswal Large & Midcap Fund - Regular Plan - Growth Fund is Equity - Large & Mid Cap Fund.
Ajay Khandelwal and Niket Shah manage the Motilal Oswal Large & Midcap Fund - Regular Plan - Growth Fund.
Motilal Oswal Large & Midcap Fund - Regular Plan - Growth current PE ratio is 67.38 and PB ratio is 10.72
The asset allocation of Motilal Oswal Large & Midcap Fund - Regular Plan - Growth is Stocks : 98.68%, Debt : 1.33% and Gold : 0%
The minimum SIP amount for Motilal Oswal Large & Midcap Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Motilal Oswal Large & Midcap Fund - Regular Plan - Growth is 1% on or before 15 days, Nil after 15 days