| Category: Equity: Large and Mid Cap |
| Launch Date: 01-10-2019 |
| Asset Class: Equity |
| Benchmark: NIFTY Large Midcap 250 TRI |
| Expense Ratio: 1.75% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 7,624.82 Cr As on (28-02-2025) |
| Turn over: 85 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 13.8 | 21.4 | 23.22 | - | 19.8 |
| NIFTY LARGE MIDCAP 250 TRI | 2.13 | 16.09 | 24.3 | 13.81 | 15.61 |
| Equity: Large and Mid Cap | 6.65 | 15.26 | 21.3 | 12.66 | 11.92 |
Ajay Khandelwal, Niket Shah, Ankush Sood, Rakesh Shetty
The Scheme seeks to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 13.45 | 0.7 | 3.03 | 1.05 | - | - |
| Equity: Large and Mid Cap | - | - | - | - | - | - |