3 Year return
24.88%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹6840.21 Cr.
Expense Ratio
0.51% (inclusive of GST)
Exit Load
1% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Motilal Oswal Mutual Fund Managers
AK
Aditya Khemani
Fund Manager since Sep 2019
Fund House Details
Motilal Oswal Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal Large and Midcap Fund |
24.88% |
0 |
Quant Large and Mid Cap Fund |
22.37% |
4 |
Bandhan Core Equity Fund |
23.16% |
3.5 |
Schemes by Motilal Oswal Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Motilal Oswal Asset Allocation FoF A Direct Growth
Other . FoFs Domestic
Motilal Oswal Asset Allocation FoF C Direct Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Payout/Payout Payout
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Reinvestment/Reinvestment Reinvestment
Other . FoFs Domestic
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth
About Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment
Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment is an equity fund managed by Motilal Oswal Asset Management Company Limited. It is a large-and-mid-cap fund, which means that it invests in a mix of large-cap and mid-cap companies. Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment is an open-ended fund. This means that investors can buy and sell units of the fund in the secondary market at any time. The expense ratio of Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment is lower than the average expense ratio of large and mid-cap funds.
Investment Objectives of the Scheme
The investment objective of Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment is to generate long-term capital appreciation by investing in a diversified portfolio of large-cap and mid-cap companies. The fund aims to achieve this by investing in companies that are expected to grow their earnings and profits over the long term.
Key Features of The Fund
5-year return | 27.19% |
Expense Ratio | 0.51% |
Fund Manager | Aditya Khemani |
Fund Size | ₹6840.21 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
Motilal Oswal Large and Midcap Fund Direct IDCW Reinvestment/Reinvestment Reinvestment is suitable for investors who are looking for a long-term investment with the potential for growth. The fund is best suited for investors who have a moderate to high-risk tolerance and a long investment horizon of at least 5 years.
AMC Contact Details
Name | Motilal Oswal Mutual Fund |
Launch Date | November 2008 |
Addresss | 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025 |
Contact | 91-2240548002 8108622222 |
amc@motilaloswal.com | |
Website | https://www.motilaloswalmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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