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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Motilal Oswal Large and Midcap Fund Direct Growth

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Motilal Oswal Large and Midcap Fund Direct Growth

(9.1%)
1Y
3Y
5Y
Fund Details
Risk
Very High
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Min SIP Amount
?500
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Expense Ratio
0.87%
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NAV
?39.5 (18-Jun-2026)
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Fund Started
17-Oct-2019
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Fund Size
?17,420Cr
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Exit Load
Exit load of 1%, if redeemed within 365 days.
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Returns
1Y
9.1%
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3Y
24.8%
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5Y
21.6%
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Pros & Cons
Pros
1.Lower expense ratio: 0.87%
2.Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
3.Higher alpha: 10.49 The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y
4.Consistently top ranked fund
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Cons
Found nothing so far.
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Holding Analysis

Top 5
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Top 20
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P/E
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P/B
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Turnover
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Equity
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Cash
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Top Holdings

Top 10 Holdings
Name
Assets
Muthoot Finance Ltd
5.4%
CG Power & Industrial Solutions Ltd
5.3%
Zomato Ltd
5.0%
Multi Commodity Exchange Of India Ltd
5.0%
Shriram Transport Finance Company Ltd
4.3%
Suzlon Energy Ltd
4.2%
Premier Energies Ltd.
4.2%
Onesource Specialty Pharma Ltd
4.0%
PTC Industries Ltd
4.0%
Waaree Energies Ltd.
3.9%
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Fund Manager
Name
Atul Mehra
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Education
Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA
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Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
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About Fund
Description

Motilal Oswal Mutual Fund started their mutual fund on 29/12/2009 and its managing total assets of ?12,967 Cr. Its ranked at 19 as per total assets at end of 30th Sep 2017.

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Launch Date

29 Dec 2009

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Custodian

Deutsche Bank

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Registrar & Transfer Agent

KFin Tech

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銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

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