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
₹25.5042
-2.76%
(23 Jan)
AUM
15,055 Cr
TER
0.69%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+8.5%
+5.8%
+5.8%
+4.2%
+0.2%
+0.2%
3Y
+22.3%
+22.4%
+22.4%
+17.2%
+22.7%
+22.7%
5Y
+20.9%
+18.3%
+18.3%
+17.0%
+21.3%
+21.3%
ALL
+15.5%
+17.3%
+17.3%
+13.2%
+21.0%
+21.0%
VOL
17.2%
19.5%
19.5%
-
20.0%
20.0%
TER
0.6%
0.6%
0.6%
-
0.7%
0.7%
AUM
₹13,636 Cr
₹9,344 Cr
₹9,344 Cr
-
₹15,055 Cr
₹15,055 Cr
INFO
0.90
0.89
0.89
-
1.05
1.05
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 Dec
Top holdings
Eternal Ltd
5.6%
Multi Commodity Exchange of India Ltd
4.4%
Muthoot Finance Ltd
4.4%
One97 Communications Ltd
4.3%
Bajaj Finance Ltd
4.2%
PTC Industries Ltd
4.2%
Bharat Electronics Ltd
3.8%
Waaree Energies Ltd
3.7%
TVS Motor Co Ltd
3.7%
Billionbrains Garage Ventures Ltd
3.5%
Top industry exposure
Financial Services
29.2%
Industrials
27.9%
Consumer Cyclical
21.8%
Technology
10.5%
Healthcare
3.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
45%
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