Comprehensive analysis of Motilal Oswal Large and Midcap Fund (IDCW) (40843) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Motilal Oswal Asset Management Company Limited
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.
A comprehensive at-a-glance view of key mutual fund health indicators
Strong Returns
High Risk
Moderate Expenses
Equity Focused
Seasoned Team
Good Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Historical performance consistency
Recent performance momentum
Market exposure level
Fund manager experience
Assets under management
Risk-adjusted returns
Fund management costs
This fund has outperformed its benchmark by 10.24% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Eternal Ltd | E-Commerce/App based Aggregator | 7.07% |
| Eternal Ltd | E-Commerce/App based Aggregator | 6.11% |
| Trent Ltd | Retail | 4.82% |
| Bharat Electronics Ltd | Aerospace & Defence | 4.81% |
| Bharat Electronics Ltd | Aerospace & Defence | 4.52% |
| Cholamandalam Investment & Finance Company Ltd | Finance | 4.50% |
| Multi Commodity Exchange of India Ltd | Financial Services | 4.13% |
| Bharat Dynamics Ltd | Aerospace & Defence | 4.03% |
| CG Power & Industrial Solutions Ltd | Capital Goods - Electrical Equipment | 3.84% |
| Samvardhana Motherson International Ltd | Auto Ancillaries | 3.79% |
Compare against Large & Mid Cap Fund category average
This comparison shows how the fund performs relative to the Large & Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large & Mid Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Vision Large & Mid Cap Fund - Dir (G) | ₹1590.44 | 3.74% | 6.91% | 26.82% |
| Nippon India Vision Large & Mid Cap Fund - (G) | ₹1479.79 | 3.44% | 6.34% | 26.16% |
| ICICI Pru Large & Mid Cap Fund - Direct (G) | ₹1124.57 | 9.25% | 9.93% | 27.01% |
| Aditya Birla SL Large & Mid Cap Fund - Dir (G) | ₹1015.87 | 3.49% | 3.26% | 20.31% |
| ICICI Pru Large & Mid Cap Fund - (G) | ₹1006.98 | 8.78% | 8.97% | 25.90% |
| Aditya Birla SL Large & Mid Cap Fund (G) | ₹913.74 | 3.10% | 2.45% | 19.34% |
| DSP Large & Mid Cap Fund - Direct (G) | ₹697.25 | 4.22% | 5.88% | 26.68% |
| SBI Large & Midcap Fund - Direct (G) | ₹678.82 | 5.84% | 7.47% | 24.31% |
| SBI Large & Midcap Fund (G) | ₹625.95 | 5.40% | 6.53% | 23.23% |
| DSP Large & Mid Cap Fund - Regular (G) | ₹624.47 | 3.69% | 4.81% | 25.44% |
A seasoned investment professional with over 6 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.