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
₹23.9752
+0.68%
(11 Mar)
AUM
7,625 Cr
TER
0.54%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+11.1%
+11.1%
+7.5%
+2.8%
+1.1%
+1.1%
3Y
+25.7%
+25.7%
+24.7%
+16.1%
+25.0%
+25.0%
5Y
+22.8%
+22.8%
+22.9%
+20.3%
NA
NA
ALL
+22.3%
+22.3%
+15.4%
+14.6%
+27.8%
+27.8%
VOL
20.1%
20.1%
17.3%
-
16.0%
16.0%
TER
0.5%
0.5%
0.6%
-
0.8%
0.8%
AUM
₹7,625 Cr
₹7,625 Cr
₹7,574 Cr
-
₹1,445 Cr
₹1,445 Cr
INFO
1.11
1.11
0.89
-
1.74
1.74
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 28th Feb
Top holdings
Zomato Ltd
6.5%
Bharti Airtel Ltd
6.0%
Trent Ltd
6.0%
HDFC Bank Ltd
3.5%
Kalyan Jewellers India Ltd
3.5%
Coforge Ltd
3.4%
CG Power & Industrial Solutions Ltd
3.4%
Samvardhana Motherson International Ltd
3.3%
Amber Enterprises India Ltd Ordinary Shares
3.3%
Suzlon Energy Ltd
3.2%
Top industry exposure
Industrials
29.6%
Consumer Cyclical
26.3%
Financial Services
14.3%
Technology
10.9%
Communication Services
6.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
40%
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. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund manager(s)
Ajay Khandelwal
Rakesh Shetty
Atul Mehra
Sunil Sawant

FAQs