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
₹29.2681
+2.62%
(6 Nov)
AUM
6,500 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 above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+57.3%
+57.3%
+46.7%
+45.3%
+45.3%
+41.3%
3Y
+25.6%
+25.6%
+24.1%
+25.4%
+25.4%
+18.5%
5Y
+27.2%
+27.2%
+27.3%
NA
NA
+22.2%
ALL
+27.9%
+27.9%
+17.9%
+34.1%
+34.1%
+16.6%
VOL
19.7%
19.7%
16.4%
16.0%
16.0%
-
TER
0.5%
0.5%
0.6%
0.8%
0.8%
-
AUM
₹6,500 Cr
₹6,500 Cr
₹3,828 Cr
₹1,470 Cr
₹1,470 Cr
-
INFO
1.42
1.42
1.09
2.13
2.13
-
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 Aug
Top holdings
Trent Ltd
7.4%
Zomato Ltd
7.1%
Kalyan Jewellers India Ltd
6.4%
Suzlon Energy Ltd
5.3%
Prestige Estates Projects Ltd
5.1%
Inox Wind Ltd
4.5%
Collateralized Borrowing & Lending Obligation
3.9%
Samvardhana Motherson International Ltd
3.9%
Mankind Pharma Ltd
3.8%
Hindustan Aeronautics Ltd Ordinary Shares
3.6%
Top industry exposure
Industrials
32.4%
Consumer Cyclical
27.1%
Financial Services
13.6%
Real Estate
8.1%
Healthcare
6.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
82%
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
Niket Shah
Santosh Singh
Rakesh Shetty
Sunil Sawant

FAQs