Motilal Oswal Large & Midcap IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Motilal Oswal Large & Midcap IDCW Payout Direct Plan

NAV
₹26.9706
-1.48%
(9 Jan)
AUM
15,055 Cr
TER
0.69%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.3%
+6.5%
+6.5%
+4.7%
-2.6%
-2.6%
3Y
+24.3%
+25.1%
+25.1%
+18.4%
+26.1%
+26.1%
5Y
+21.7%
+19.9%
+19.9%
+17.6%
+23.2%
+23.2%
ALL
+15.9%
+17.9%
+17.9%
+13.4%
+22.8%
+22.8%
VOL
17.2%
19.5%
19.5%
-
19.9%
19.9%
TER
0.6%
0.6%
0.6%
-
0.7%
0.7%
AUM
₹12,784 Cr
₹9,406 Cr
₹9,406 Cr
-
₹15,055 Cr
₹15,055 Cr
INFO
0.92
0.92
0.92
-
1.14
1.14
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Motilal Oswal Large & Midcap IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
Eternal Ltd
6.0%
Bajaj Finance Ltd
4.3%
PTC Industries Ltd
4.1%
Muthoot Finance Ltd
4.0%
Bharat Electronics Ltd
3.8%
CG Power & Industrial Solutions Ltd
3.5%
TVS Motor Co Ltd
3.5%
Multi Commodity Exchange of India Ltd
3.4%
Apar Industries Ltd
3.4%
One97 Communications Ltd
3.4%
Top industry exposure
Industrials
28.7%
Financial Services
25.7%
Consumer Cyclical
21.3%
Technology
12.3%
Utilities
2.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
36%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Fund manager(s)
Ajay Khandelwal
Rakesh Shetty
Atul Mehra
Sunil Sawant

FAQs