Motilal Oswal Large and Midcap Fund
Large & Mid Cap Fund
Launch Date: 27 Sept 2019
Suitable for
Investment Period
5+ year investments
Moderate risk investors
Okay with some fluctuations but prefer steadier growth.
Motilal Oswal Large and Midcap Fund
Large & Mid Cap Fund
Fund Health
Returns 📈
Typically 24-31% if held 5+ years
Risk ⚠️
Risk of less than FD returns -
Very Low
Quality 🏆
Extra Returns for the Risk -
Strong
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 5Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Motilal Oswal Large And Midcap Fund | 28% | 24% | 0% | Good |
Mirae Asset Large & Midcap Fund | 19% | 16% | 5% | Good |
Kotak Large & Midcap Fund | 18% | 17% | 9% | Average |
Nifty Largemid250 Benchmark | 17% | 18% | 10% | — |
Large & Mid Cap Fund Category Average | 17% | 17% | 12% | — |
Return
Recent
Good
Better or close to other funds / index
Overall
Good
Done well in recent years, but average long-term performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Good
Strong overall performance across all metrics. Can also consider index fund as it's risk and return are very close to top performing funds, and low expense ratio.
Loading chart...
Details
AUM
₹5491 Cr
Expense Ratio
0.66%
Exit Load
N/A
Minimum Amount
N/A
Fund Manager
N/A
Fund House
Motilal Oswal Asset Management Company Limited
Launch Date
27 Sept 2019
Age
6 years
Category
Large & Mid Cap Fund
Benchmark
NIFTY LARGEMID250 TRI
Home
Find Fund
Portfolio
Fund Detail
Compare