Suitability:
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider multi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
Capital gains
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | -10.09 | 2.23 | 0.96 | -3.62 | 4.76 | 21.36 | -- | -- | -- | -- | -- |
| S&P BSE Large Mid Cap TRI | -5.73 | 1.82 | 0.14 | -3.42 | 8.81 | 32.28 | -- | -- | -- | -- | -- |
| Equity: Large & MidCap | -3.80 | 1.99 | 0.53 | -2.90 | 9.86 | 31.80 | -- | -- | -- | -- | -- |
| Rank within category | 26 | 6 | 4 | 19 | 27 | 28 | -- | -- | -- | -- | -- |
| Number of funds in category | 27 | 29 | 29 | 28 | 28 | 28 | 25 | 21 | 20 | 18 | 18 |
As on 28-Sep-2020
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Motilal Oswal Large and Midcap Fund - Regular Plan | Invest Online | Oct-19 | -- | -- | -- | 2.50 | 476 | |
| Mirae Asset Emerging Bluechip Fund - Regular Plan | Invest Online |  |
Jul-10 | 7.66 | 7.53 | 14.07 | 1.86 | 11,316 |
| Canara Robeco Emerging Equities Fund - Regular Plan | Invest Online | |
Mar-05 | 8.95 | 4.88 | 10.77 | 1.95 | 5,878 |
| DSP Equity Opportunities Fund | Invest Online |  |
May-00 | -2.81 | 2.15 | 8.77 | 1.97 | 5,017 |
| Kotak Equity Opportunities Fund - Regular Plan | Invest Online | |
Sep-04 | 4.06 | 4.44 | 9.23 | 2.02 | 3,637 |
| Best (Period) | Worst (Period) | |
|---|---|---|
| Week | 10.01 (24-Mar-2020 - 31-Mar-2020) | -20.62 (16-Mar-2020 - 23-Mar-2020) |
| Month | 17.70 (23-Mar-2020 - 22-Apr-2020) | -37.53 (20-Feb-2020 - 23-Mar-2020) |
| Quarter | 30.10 (23-Mar-2020 - 22-Jun-2020) | -33.17 (23-Dec-2019 - 23-Mar-2020) |
| Year | -- ( - ) | -- ( - ) |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Fund | -- | -- | -- | -- | -- | -- |
| S&P BSE Large Mid Cap TRI* | 6.79 | 21.32 | 0.08 | 0.09 | -- | -- |
| Equity: Large & MidCap* | 4.20 | 22.37 | -0.04 | -0.04 | 1.01 | -2.81 |
| Rank within category | -- | -- | -- | -- | -- | -- |
| Number of funds in category | -- | -- | -- | -- | -- | -- |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on
* As on 31-Aug-2020
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| Number of Stocks | 30 |
| Top 10 Stocks (%) | 49.84 |
| Top 5 Stocks (%) | 30.21 |
| Top 3 Sectors (%) | 53.63 |
| Portfolio P/B Ratio | 3.96 |
| Portfolio P/E Ratio | 32.94 |
| Fund | Category | |
|---|---|---|
| Average Mkt Cap (Rs Cr) | 61,560 | 65,088 |
| Giant (%) | 41.48 | 38.78 |
| Large (%) | 8.31 | 14.54 |
| Mid (%) | 42.67 | 43.83 |
| Small (%) | 7.54 | 4.52 |
| Tiny (%) | -- | 0.33 |
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Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Aug-2020
— Aditya Khemani since 27-Sep-2019
Education: Mr. Khemani has done B.Com (Hons) and PGDM from IIM, Lucknow.
Experience: Prior to joining Motilal Oswal Asset Management Company Ltd., He was associated with HSBC AMC, SBI Mutual Fund, ICICI Prudential AMC and Morgan Stanley Advantage Services.
Interviews:
Funds Managed:
— Abhiroop Mukherjee since 27-Sep-2019
Education: Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.
Experience: Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
Funds Managed:
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The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
| Minimum Investment (₹) | 500 |
| Minimum Addl Investment (₹) | 500 |
| Minimum SIP Investment (₹) | 500 |
| Minimum No of Cheques | 12 |
| Minimum Withdrawal (₹) | 500 |
| Minimum Balance (₹) | -- |
| Exit Load | 1% for redemption within 15 days |
| Fund House: | Motilal Oswal Mutual Fund |
| Launch Date: | 17-Oct-2019 |
| Return Since Launch: | -3.79% |
| Benchmark: | NIFTY Large Midcap 250 TRI |
| Riskometer: | Moderately High |
| Type: | Open-ended |
| Assets: | ₹ 476 Cr (As on 31-Aug-2020) |
| Expense: | 2.50% (As on 31-Aug-2020) |
| Risk Grade: | -- |
| Return Grade: | -- |
| Turnover: | 30.00% |
AMC: Motilal Oswal Asset Management Company Ltd.
Address: Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025
Phone: 022-39804238 / 1800-200-6626
Email: [email protected]
Website: http://www.motilaloswalmf.com
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Phone: 040-44857874
Email: [email protected]
Website: www.karvymfs.com
Friday, 09-Oct-2020
12:30 PM - 01:00 PM