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Motilal Oswal Large and Midcap Fund Regular-Growth

Motilal Oswal Large and Midcap Fund Regular-Growth

Mid CapEquity: Large & MidCapமிக அதிக ஆபத்து
PaisaSmartPaisaSmart மதிப்பீடு★★★★★★★★★★5

The fund is rated 5 stars. The strongest areas were investment selection within each asset type, investment selection within each industry, and balance between returns and downside risk. Above-average fund size of Rs 18,444.81 crore was a minor drawback.

இந்த மதிப்பீடு ஏன்

This fund has a good track record with Asset Selection/Timing, a good track record with Stock Selection/Timing, a good risk-reward ratio. It is important to note, however, that this fund has a 18444.809 AUM and a 1.87 expense ratio. Considering all these factors, we have rated this fund as 5.0 star.

எங்கள் score நீண்டகால performance, risk மற்றும் consistency-ஐ மதிப்பிடுகிறது — past returns மட்டும் அல்ல.

Returns

21 Sep 2026 நிலவரப்படி

1W
-1.83%
1M
-0.09%
3M
+2.83%
6M
+20.56%
9M
+12.30%
1Y
+6.38%
2Y
+4.68%
3Y
+21.09%
4Y
+21.97%
5Y
+17.59%
தொடக்கத்திலிருந்து
+20.89%

Risk ratios

31 Aug 2026 நிலவரப்படி

Standard deviation
21.53
Sharpe ratio
0.79
Sortino ratio
1.05
Beta
1.16
Alpha
9.60
R-squared
0.64
Treynor ratio
14.69
Information ratio
0.81
சராசரி
22.80

Portfolio

31 Aug 2026 நிலவரப்படி

Market-cap பிரிவு

Large cap36.44%Mid cap36.41%Small cap27.15%
P/E
47.52
P/B
7.03
Style
Blend

துறை ஒதுக்கீடு

Services20.50%
Financial14.93%
Capital Goods13.58%
Automobile9.23%
Metals & Mining6.69%
Energy6.45%
Healthcare6.20%
Chemicals4.29%

Holdings (35)

HoldingFund-இன் %மதிப்புபங்குகள்
One97 Communications Ltd.6.15%₹1,239.39 Cr72,17,916
Eternal Ltd.5.37%₹1,082.73 Cr3,30,00,000
Shriram Finance Ltd4.81%₹970.35 Cr87,42,641
PTC Industries Ltd.4.68%₹943.03 Cr4,26,439
Multi Commodity Exchange Of India Ltd.4.67%₹940.66 Cr27,66,643
Gujarat Fluorochemicals Ltd.4.26%₹857.97 Cr18,28,000
Muthoot Finance Ltd.4.23%₹851.77 Cr28,60,120
Apar Industries Ltd.4.03%₹812.76 Cr4,59,136
Premier Energies Ltd.3.68%₹741.27 Cr71,53,063
Ather Energy Ltd.3.56%₹717.83 Cr41,79,029

Fund விவரங்கள்

சுருக்கமாக

Long term capital appreciation. Investment predominantly in equity and equity related instruments of large and midcap stocks.

முதலீட்டு நோக்கம்

The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.

Exit load

Exit load of 1%, if redeemed within 365 days.

Fund வகை
Open-ended
குறைந்தபட்ச lumpsum
₹500
குறைந்தபட்ச திரும்பப் பெறுதல்
₹500
Lock-in
இல்லை
SIP
உள்ளது
SWP
உள்ளது
STP
உள்ளது
Purchase cut-off
15:00
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