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
₹27.4961
-0.77%
(21 Aug)
AUM
12,428 Cr
TER
0.68%
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
+13.6%
+13.6%
+6.9%
+6.9%
+2.3%
+0.7%
3Y
+26.9%
+26.9%
+28.0%
+28.0%
+25.1%
+18.9%
5Y
+25.9%
+25.9%
+29.7%
+29.7%
+26.6%
+22.8%
ALL
+18.7%
+18.7%
+24.4%
+24.4%
+16.1%
+14.5%
VOL
19.7%
19.7%
20.3%
20.3%
17.4%
-
TER
0.6%
0.6%
0.7%
0.7%
0.6%
-
AUM
₹8,007 Cr
₹8,007 Cr
₹12,428 Cr
₹12,428 Cr
₹9,997 Cr
-
INFO
0.95
0.95
1.20
1.20
0.93
-
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 Jul
Top holdings
Eternal Ltd
7.1%
Bharat Electronics Ltd
4.5%
CG Power & Industrial Solutions Ltd
3.8%
Waaree Energies Ltd
3.7%
Apar Industries Ltd
3.7%
Cholamandalam Investment and Finance Co Ltd
3.6%
Siemens Energy India Ltd
3.6%
Amber Enterprises India Ltd Ordinary Shares
3.6%
Multi Commodity Exchange of India Ltd
3.5%
Prestige Estates Projects Ltd
3.5%
Top industry exposure
Industrials
35.3%
Consumer Cyclical
21.7%
Financial Services
18.4%
Technology
11.7%
Utilities
3.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
38%
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