Fund Factsheet

Motilal Oswal Large and Midcap Fund (MOFLM)

34.8997 0.0135 (0.04%)
52 Weeks
35.63
(16 Dec 2024)
23.67
(19 Mar 2024)
Investment Info
Open Ended

Fund Type

 5,606.40

Average Asset Size (₹ cr.)

 Growth

Investment Plan
If redeemed bet. 0 Day to 365 Days; Exit Load is 1%

Exit Load

 500

Minimum Investment (₹)

 17/10/2019

Launch Date

Ajay Khandelwal,Santosh Kumar Singh,Rakesh Shetty,Atul Mehra,Sunil Sawant

Fund Manager

N.A

Last Dividend

Peer Performance
Fund Name AUM (₹ Cr) Return (%)
1M 3M 6M 1Y 3Y 5Y Since Inception
Motilal Oswal Large and Midcap Fund (MOFLM) 7,710.01 6.90 2.40 18.02 48.05 28.29 26.83 27.19
Invesco India Large & Mid Cap Fund 6,340.05 4.00 -2.66 10.04 39.84 23.02 21.81 13.94
HSBC Large & Mid Cap Fund 3,978.89 3.50 -0.49 8.33 39.06 21.16 22.14 19.77
Bandhan Core Equity Fund 7,292.94 0.80 -6.93 4.47 30.90 24.24 23.50 14.14
UTI Large & Mid Cap Fund 4,048.26 -0.30 -6.71 4.42 29.53 22.05 23.55 13.16
LIC MF Large & Mid Cap Fund 3,125.62 0.61 -3.66 3.45 29.29 17.51 19.41 14.87
NAV Graph
Top 10 Holdings
Company Name Sector Name Asset %  
Zomato Ltd. Consumer Services
8.12%
Trent Ltd. Consumer Services
6.47%
Kalyan Jewellers India Ltd. Consumer Durables
5.38%
Bharti Airtel Ltd. Telecommunication
4.92%
Samvardhana Motherson International Ltd. (Erstwhile Motherson Sumi Systems Ltd.) Automobile and Auto Components
3.69%
Company Name Sector Name Asset %  
Prestige Estates Projects Ltd. Realty
3.60%
Coforge Ltd. Information Technology
3.55%
Apar Industries Ltd. Capital Goods
3.46%
Suzlon Energy Ltd. Capital Goods
3.43%
Premier Energies Ltd. Capital Goods
3.35%
Statistical Analysis
Sharpe
Sortino
Standard Deviation
Beta
R-Square
Top 5 Sector Holding
Sector Name % Allocation  
Capital Goods
34.77 %
Consumer Services
17.13 %
Financial Services
10.29 %
Consumer Durables
8.32 %
Realty
6.51 %
AUM Movement
Asset Allocation