Motilal Oswal Large & Midcap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 53.58 | 26.11 | N/A | N/A |
Average Rolling Returns(%) | 32.39 | 27.42 | N/A | N/A |
The Current NAV of Motilal Oswal Large & Midcap Fund - Growth - Direct Plan is ₹28.05.
It is better to invest in a fund with a longer track record as Motilal Oswal Large & Midcap Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 200 returns, as Funds portfolio is significantly different.
Motilal Oswal Large & Midcap Fund - Growth - Direct Plan fund’s expense ratio is 0.49%
The process for redemption is
The AUM of Motilal Oswal Large & Midcap Fund - Growth - Direct Plan is currently ₹3,663 Crores.
The Top three stocks are Kalyan Jewell.India, Zomato and Trent and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 31% and 51% of fund’s portfolio respectively.
Top three sectors of Motilal Oswal Large & Midcap Fund - Growth - Direct Plan fund are BFSI, Capital Goods and Retail accounting for 49% 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 - Growth - Direct Plan Fund is Equity - Large & Mid Cap Fund.
Aditya Khemani and Rakesh Shetty manage the Motilal Oswal Large & Midcap Fund - Growth - Direct Plan Fund.
Motilal Oswal Large & Midcap Fund - Growth - Direct Plan current PE ratio is 58.54 and PB ratio is 10.69
The asset allocation of Motilal Oswal Large & Midcap Fund - Growth - Direct Plan is Stocks : 95.91%, Debt : 4.09% and Gold : 0%
The minimum SIP amount for Motilal Oswal Large & Midcap Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Motilal Oswal Large & Midcap Fund - Growth - Direct Plan is 1% on or before 15 days, Nil after 15 days