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When you invest for five years or above, you can expect gains that comfortably beat the inflation rate and are also higher than 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, thereby providing some degree of flexibility to the fund management team to invest in companies of different sizes, depending upon where it expects maximum gains. We believe this flexibility is good for fund investors but we suggest one should also consider multi cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like 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 and mid cap fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
|YTD||1 Month||3 Months||1 Years||3 Years||5 Years||10 Years|
|S&P BSE 250 Large MidCap TRI||--||0.02||--||--||--||--||--|
|Equity: Large & MidCap||--||1.51||--||--||--||--||--|
|Rank within category||--||6||--||--||--||--||--|
|Number of funds in category||24||26||25||24||21||19||17|
As on 13-Dec-2019
|Best (Period)||Worst (Period)|
|Month||-- ( - )||-- ( - )|
|Quarter||-- ( - )||-- ( - )|
|Year||-- ( - )||-- ( - )|
|S&P BSE 250 Large MidCap TRI*||13.77||12.81||0.62||0.99||--||--|
|Equity: Large & MidCap*||11.00||13.92||0.38||0.59||1.01||-2.84|
|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 30-Nov-2019
|Number of Stocks||21|
|Top 10 Stocks (%)||60.86|
|Top 5 Stocks (%)||37.95|
|Top 3 Sectors (%)||64.12|
|Portfolio P/B Ratio||4.78|
|Portfolio P/E Ratio||37.19|
|Average Mkt Cap (Rs Cr)||61,799||65,347|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
|Larsen & Toubro||Construction||19.42||5.50||4.64||4.64|
|Kotak Mahindra Bank||Financial||39.73||4.71||4.51||4.51|
|Cholamandalam Invest. & Fin.||Financial||19.93||4.49||4.10||4.49|
|Crompton Greaves Consumer Electricals||Cons Durable||33.65||3.97||3.79||3.79|
|Dr. Lal Pathlabs||Healthcare||52.33||3.00||0.00||3.00|
|Max Financial Services||Financial||77.86||2.30||0.00||2.30|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Nov-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.
Education: Mr. Khemani has done B.Com (Hons) and PGDM from IIM, Lucknow.
Experience: Prior to joining Kotak AMC, he worked with SBI Mutual Funds, Prudential ICICI Asset Management India Pvt. Ltd. and Morgan Stanley Advantage Service India Pvt. Ltd.
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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|
|Benchmark:||NIFTY Large Midcap 250 TRI|
|Assets:||₹ 330 Cr (As on 30-Nov-2019)|
|Expense:||2.43% (As on 31-Oct-2019)|
Fund News - 15-Oct-2019
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]
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, Hyderabad - 500034
Email: [email protected]