CASPeR Ranking #1
Motilal Oswal Large and Midcap Fund Direct Growth
NAV (Tue Jan 14 2025)
₹35
Returns (Since Inception)
23.24%
Category Average
14.73%
Rating
5
Allocation and Holdings
Asset class
Weightage
Consumer Cyclical
24.94%
Communication Services
4.48%
Technology
6.95%
Healthcare
3.22%
Real Estate
3.16%
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4.5Overall rating
Scheme Information
Fund name
Motilal Oswal Large and Midcap Fund Direct Growth
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹9001.07 Cr
ISIN
INF247L01999
Inception Date
Oct 17 2019
Standard Deviation
14.165
Beta
0.9
Sharpe Ratio
1.457
Benchmark
IISL Nifty LargeMidcap 250 TR INR
Expense Ratio
0.530%
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.
Risk
Very High Risk
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.
Fund Managers
Aditya Khemani
Abhiroop Mukherjee
About the AMC
Motilal Oswal Asset Management Company Limited - Portfolio Managers
Phone Number
+91 22 39804263Email Address
mfservice@motilaloswal.comCorporate Office Address
Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,Overall AUM
₹9001.07 Cr
Website
www.motilaloswalmf.comPopular Hybrid Funds
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