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About
Fund Name:
Motilal Oswal Large and Midcap Fund Direct Growth
Inception Date:
17-10-2019
Type:
Equity
NAV:
₹38.7225
Expense Ratio:
0.76%
AUM:
₹16,776.57 Cr
Min SIP:
₹500
Fund Manager:
Ajay Khandelwal
Fund Benchmark:
Nifty LargeMidcap 250 TR INR
Exit Load:
1.00% - 0-1 years; 0.00% - >1 years
Fund Objective
The investment objective is to provide medium to longterm capital appreciation by investing primarily in Large and Midcap stocks.
Returns
5Y Returns (CAGR):
23.05%
5Y Benchmark Returns (CAGR):
16.03%
3Y Returns (CAGR):
25.98%
3Y Benchmark Returns (CAGR):
17.21%
1Y Returns (CAGR):
9.67%
1Y Benchmark Returns (CAGR):
2.43%
Advanced Ratios
3Y Alpha:
6.52
3Y Beta:
1.16
3Y Sharpe:
0.94
3Y Tracking Error:
10.67
3Y Standard Deviation:
21.47
Holdings
Multi Commodity Exchange of...
CG Power & Industrial...
Eternal Ltd
Muthoot Finance Ltd
Billionbrains Garage...
Shriram Finance Ltd
Apar Industries Ltd
Waaree Energies Ltd
OneSource Specialty Pharma Ltd
PTC Industries Ltd
5.25%
5.18%
5.07%
5.05%
4.61%
4.31%
4.19%
3.98%
3.95%
3.95%
Holdings Analysis
Top 10 Holdings:
45.54%
Stocks:
97.38%
Cash:
2.62%
Bond:
0.00%