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Latest NAV & returns of MOTILAL OSWAL ASSET MANAGEMENT COMPANY LIMITED

Motilal Oswal Large and Midcap Fund Direct Growth

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28.910 (1.265%)
NAV on May 15, 2024
Category Equity:
Large & Mid-Cap
Investment StyleBox
Large Growth
Total Assets 4,036 cr
Turnover Ratio 69.42%
Expense Ratio 0.49%
Exit Load 1.00%if redeemed within
15 Days0.00%if redeemed after 15 Days
Returns
  • 1M: 0.93%
  • 1Y: 50.67%
  • 3M: 9.01%
  • 3Y: 28.28%
  • 6M: 22.92%
  • 5Y: N/A
Min Investment 500
Buy Now Start SIP
ADDITIONAL INFO
Fund Manager Ajay Khandelwal (Since 5 months) Niket Shah (Since 7 months) Ankush Sood (Since over 1 year) Rakesh Shetty (Since over 1 year)
ISIN INF247L01999
Fund Family Motilal Oswal
P/E Ratio 28.56
P/B Ratio 5.94
Launch Date October 17, 2019
Benchmark Nifty LargeMidcap 250 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty LargeMidcap 250 TR INR

Alpha 6.06
Beta 0.90
R-Squared 79.41
Info Ratio 0.88
Tracking Err 6.29
Sortino 3.230
Sharpe 1.545
Std Dev 13.664
Risk Above Average
SECTOR WEIGHTINGS (%)
Financial 22.58%
Industrial 25.83%
Technology 2.43%
Basic Materials 4.42%
Consumer Cyclical 21.77%
Utilities Services 0.0%
Healthcare Services 10.46%
Energy Services 0.00%
Communication Services 3.19%
Consumer Defensive 0.00%
Real Estate 9.33%
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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet
Top Arbitrage Fund Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Quant
Quant Large and Mid Cap Fund Growth Option Direct Plan
127.649 65.62% 2,536 cr 0.66% High
Top Large & Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Motilal
Motilal Oswal Large and Midcap Fund Direct Growth
28.910 50.67% 4,036 cr 0.49% Above Average
Dsp
DSP Equity Opportunities Fund Direct Plan Growth
586.286 43.84% 11,631 cr 0.77% Average
Kotak
Kotak Equity Opportunities Direct Growth
348.226 43.60% 21,496 cr 0.53% Low
Top Small Cap Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Hsbc
HSBC Large and Mid Cap Fund Direct Growth
25.603 45.27% 2,769 cr 0.94% Average
Best Arbitrage Fund Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Quant
Quant Large and Mid Cap Fund Growth Option Direct Plan
127.649 65.62% 2,536 cr 0.66% High
Best Large & Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Idfc
Bandhan Core Equity Fund Direct Plan Growth
131.846 54.29% 4,395 cr 0.75% Average
Motilal
Motilal Oswal Large and Midcap Fund Direct Growth
28.910 50.67% 4,036 cr 0.49% Above Average
Reliance
Nippon India Vision Fund - Direct Plan - Growth Plan
1347.357 44.93% 4,536 cr 1.48% Below Average
Icici
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth
952.520 44.73% 13,117 cr 0.75% Below Average


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