Motilal Oswal Large and Midcap Fund - Direct Plan has delivered 178.46% absolute return over the last 5 years.
The average return for Large & Mid Cap funds is 76.78% .
This fund ranks #1 in its category based on 5-year returns.
The largest portfolio holding is ETERNAL LTD with a portfolio weight of 5.41% .
The fund currently owns more than 35 stocks.
The top 10 holdings account for 44.10% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 25.78% | -1.86% |
| 2 Year Return | 80.60% | 11.61% |
| 3 Year Return | 140.98% | 32.10% |
| 4 Year Return | 300.51% | 57.26% |
| 5 Year Return | N/A | 76.78% |
| 6 Year Return | N/A | 125.17% |
| 7 Year Return | N/A | 141.57% |
| Expense Ratio | 0.60% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | E-Commerce/E-Retail |
5.41%
|
|
| 2 | Financial Technologies (Fintech) |
5.26%
|
|
| 3 | Non-Banking Financial Company (NBFC) |
4.72%
|
|
| 4 | Financials |
4.57%
|
|
| 5 | Chemicals - Speciality |
4.39%
|
|
| 6 | Exchange Platform |
4.18%
|
|
| 7 | Materials |
4.10%
|
|
| 8 | Electric Equipment - General |
3.96%
|
|
| 9 | Industrials |
3.86%
|
|
| 10 | Industrials |
3.65%
|
|
| 11 | IT Consulting & Software |
3.48%
|
|
| 12 | Pharmaceuticals |
3.36%
|
AMC: MOTILALOSWAL
Category: Equity • Large & Mid Cap
Launch Date: 27 Sep 2019
Fund Manager: Mr. Rakesh Shetty
Minimum Purchase: ₹500
Exit Load: 1% - If redeemed on or before 1 Year from the date of allotment. Nil - If redeemed after 1 Year from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
Motilal Oswal Large and Midcap Fund - Direct Plan is managed by MOTILALOSWAL and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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