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FAQ : Motilal Oswal Large & Midcap Fund - Regular Plan - Growth

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(%) 23.37 30.88 31.66 N/A
Average Rolling Returns(%) 33.80 25.39 25.49 N/A

The Current NAV of Motilal Oswal Large & Midcap Fund - Regular Plan - Growth is ₹33.47.

You can consider SIP in Motilal Oswal Large & Midcap Fund - Regular Plan - Growth as it has consistently outperformed the benchmark. However, as the quality of its current portfolio is Not Good you should check its portfolio before investing or look for an alternate. 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 1.73%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Motilal Oswal Large & Midcap Fund - Regular Plan - Growth is currently ₹10,840 Crores.

The Top three stocks are Eternal, Bharat Dynamics and Trent and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 42% of fund’s portfolio respectively.

Top three sectors of Motilal Oswal Large & Midcap Fund - Regular Plan - Growth fund are Capital Goods, BFSI and Retail accounting for 70% of the total portfolio.

Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap 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 Atul Mehra manage the Motilal Oswal Large & Midcap Fund - Regular Plan - Growth Fund.

Motilal Oswal Large & Midcap Fund - Regular Plan - Growth current PE ratio is 67.58 and PB ratio is 13.15

The asset allocation of Motilal Oswal Large & Midcap Fund - Regular Plan - Growth is Stocks : 98.63%, Debt : 1.38% 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 365 days, Nil after 365 days

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