Motilal Oswal Large & Midcap IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Motilal Oswal Large & Midcap IDCW Reinvest Direct Plan

NAV
₹27.9041
-0.93%
(4 Dec)
AUM
14,870 Cr
TER
0.67%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.3%
+7.3%
+6.6%
+2.5%
+1.1%
+1.1%
3Y
+24.1%
+24.1%
+23.4%
+17.7%
+25.6%
+25.6%
5Y
+22.7%
+22.7%
+23.8%
+20.1%
+25.8%
+25.8%
ALL
+18.2%
+18.2%
+16.1%
+13.9%
+23.5%
+23.5%
VOL
19.5%
19.5%
17.2%
-
20.0%
20.0%
TER
0.6%
0.6%
0.6%
-
0.7%
0.7%
AUM
₹9,034 Cr
₹9,034 Cr
₹11,799 Cr
-
₹14,870 Cr
₹14,870 Cr
INFO
0.94
0.94
0.93
-
1.17
1.17
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Motilal Oswal Large & Midcap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
Eternal Ltd
6.5%
Bajaj Finance Ltd
4.5%
Bharat Electronics Ltd
4.0%
CG Power & Industrial Solutions Ltd
3.9%
PTC Industries Ltd
3.9%
Waaree Energies Ltd
3.8%
Multi Commodity Exchange of India Ltd
3.7%
TVS Motor Co Ltd
3.5%
Muthoot Finance Ltd
3.4%
One97 Communications Ltd
3.4%
Top industry exposure
Industrials
30.5%
Consumer Cyclical
21.9%
Financial Services
20.9%
Technology
14.6%
Real Estate
3.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
33%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Fund manager(s)
Ajay Khandelwal
Rakesh Shetty
Atul Mehra
Sunil Sawant

FAQs