The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Large & Mid Cap | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -4.6% | -0.37% | 3.84% | 10.57% | 0.98% | 2.19% | 18.96% | 21.25% | 15.94% | N/A | 19.85% |
| Category returns | -4.86% | -4.98% | -1.25% | -1.98% | -3.74% | -1.49% | 11.18% | 12.92% | 9.43% | 12.53% | N/A |
| Absolute returns | -4.6% | -0.37% | 3.84% | 10.57% | 0.98% | 4.44% | 68.43% | 116.23% | 109.59% | N/A | 255.9% |
| Rank within category | 22/36 | 1/34 | 3/33 | 1/33 | 3/33 | 2/30 | 1/26 | 1/26 | 1/26 | N/A | N/A |
| Large & Mid Cap | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Yearly returns | N/A | 12.56% | 40.82% | 1.66% | 38.05% | 46.11% | -4.17% | 6.8% |
| Q1 returns | N/A | -26.46% | 10.84% | -7.4% | -2.03% | 7.49% | -16.26% | -11.38% |
| Q2 returns | N/A | 16.24% | 9.83% | -10.42% | 14.8% | 16.32% | 18.35% | 21.66% |
| Q3 returns | N/A | 5.89% | 13.19% | 15.66% | 9.06% | 14.08% | -1.56% | 0.55% |
| Q4 returns | N/A | 24.35% | 2.2% | 5.96% | 12.55% | 2.43% | -1.78% | -1.48% |
1% on or before 365D, Nil after 365D
| Alpha | 0.644161 |
| Beta | 1.1992 |
| Sharpe Ratio | 0.210692 |
| Sortino Ratio | 0.391735 |
| R-Squared | 0.7338 |
| Tracking Error | 3.1035 |
| Downside Risk | 28.0808 |
| Std. Deviation (Annualised) | 20.1561 |
| Large & Mid Cap | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Large & Midcap Fund - Regular Plan - Growth Current | -4.6% | -0.37% | 3.84% | 10.57% | 0.98% | 18.96% | 15.94% | N/A | 19.85% | 19,832.30 | 1.81 | 0.21 | Very High |
| Invesco India Large & Mid Cap Fund - Regular Plan - Growth | -5.48% | -5.7% | 4.63% | 5.97% | -0.65% | 18.8% | 13.46% | 15.13% | 12.93% | 12,177.90 | 1.87 | 0.24 | Very High |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | -4.07% | -3.96% | -1.57% | -1.8% | -2.1% | 14.77% | 13.22% | 13.98% | 13.04% | 20,650.20 | 2.30 | 0.20 | Very High |
| HSBC Large & Mid Cap Fund - Regular Plan - Growth | -5.29% | -2.93% | 3.4% | 6.68% | 2.22% | 14.7% | 11.07% | N/A | 14.83% | 5,783.61 | 2.48 | 0.17 | Very High |
| Axis Large & Mid Cap Fund - Regular Plan - Growth | -4.34% | -3.4% | 1.62% | 1.62% | -0.54% | 12.47% | 8.78% | N/A | 16.22% | 16,438.30 | 1.88 | 0.17 | Very High |
| UTI Large & Mid Cap Fund - Regular Plan - Growth | -3.75% | -5.24% | -3.79% | -5.25% | -2.63% | 12.29% | 11.16% | 12.73% | 12.78% | 6,219.89 | 1.95 | 0.15 | Very High |
| Quant Large & Mid Cap Fund - Growth | -4.01% | -4.62% | 5.93% | 10.3% | 4.3% | 12.21% | 11.84% | 14.02% | 13.29% | 3,384.49 | 2.45 | 0.13 | Very High |
| Nippon India Vision Large & Mid Cap Fund - Growth | -4.48% | -5.61% | -3.93% | -4.68% | -6.19% | 12.18% | 10.05% | 11.66% | 17.27% | 7,410.61 | 2.22 | 0.15 | Very High |
| ICICI Prudential Large & Mid Cap Fund - Growth | -6.51% | -7.38% | -6.45% | -7.42% | -7.47% | 11.91% | 11.42% | 13.52% | 17.5% | 31,628.20 | 2.04 | 0.16 | Very High |
| Sundaram Large and Mid Cap Fund - Growth | -6.59% | -4.07% | 2.04% | 0.71% | -0.77% | 11.51% | 8.63% | 13.03% | 11.63% | 7,131.29 | 2.36 | 0.14 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 6.11% |
| Eternal Ltd. | Retailing | Domestic Equities | 4.95% |
| PTC Industries Ltd. | Industrial Products | Domestic Equities | 4.73% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 4.60% |
| Sterlite Technologies Ltd. | Telecom - Equipment & Accessories | Domestic Equities | 4.32% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 4.13% |
| Muthoot Finance Ltd. | Finance | Domestic Equities | 4.04% |
| Apar Industries Ltd. | Electrical Equipment | Domestic Equities | 4.02% |
| Gujarat Fluorochemicals Ltd. | Chemicals & Petrochemicals | Domestic Equities | 3.99% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 3.15% |
| Premier Energies Ltd. | Electrical Equipment | Domestic Equities | 3.14% |
| Meesho Ltd. | Retailing | Domestic Equities | 3.11% |
| Zen Technologies Ltd. | Aerospace & Defense | Domestic Equities | 3.09% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 2.87% |
| Onesource Specialty Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 2.86% |
| Triparty Repo | Cash & Cash Equivalents and Net Assets | 2.77% | |
| Suzlon Energy Ltd. | Electrical Equipment | Domestic Equities | 2.66% |
| OLA Electric Mobility Ltd. | Automobiles | Domestic Equities | 2.63% |
| Waaree Energies Ltd. | Electrical Equipment | Domestic Equities | 2.56% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 2.51% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 2.46% |
| Solar Industries India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 2.42% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 2.38% |
| Billionbrains Garage Ventures Ltd. | Capital Markets | Domestic Equities | 2.36% |
| Ather Energy Ltd. | Automobiles | Domestic Equities | 2.32% |
| Jain Resource Recycling Ltd. | Diversified Metals | Domestic Equities | 2.20% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 2.13% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 2.11% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 1.96% |
| Bharat Dynamics Ltd. | Aerospace & Defense | Domestic Equities | 1.75% |
| V2 Retail Ltd. | Retailing | Domestic Equities | 1.64% |
| Cemindia Projects Ltd. | Construction | Domestic Equities | 1.41% |
| Adani Enterprises Ltd. | Metals & Minerals Trading | Domestic Equities | 1.36% |
| Religare Enterprises Ltd. | Finance | Domestic Equities | 0.64% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 0.51% | |
| Max Healthcare Institute Ltd. | Healthcare Services | Domestic Equities | 0.10% |
| Total | 100.00% | ||
Ajay has 10 years’ rich experience in fund management and research related activity. Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Small Cap Fund. He has done post-graduation i.e. MBA from Manipal University. Mr. Ajay possess expertise in Fund Management.
Mr. Ankit Agarwal has an impressive career with over 20 years of investment experience across asset management, portfolio management, equity research, and capital markets. Mr. Agarwal was engaged with UTI AMC, where hegained extensive experience in equity research across healthcare, telecom, technology and midcap sectors. He alsocontributed to Barclays Wealth, providing investment research and insights tailored for highnet-worth clients. Mr. Agarwal’s professional journey includes global exposure through roles at Lehman Brothers (London), BNP Paribas(Hong Kong) and D. E. Shaw (Proprietary trading systems).
Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Mr Atul Mehra is passionate about investing; and has been an investor since 13 years of age. He has over 15 years of professional work experience with last 10 years within Motilal Oswal Group, prior to which he worked with Edelweiss Capital for another 5 years. Academically, he is a CFA Charter holder and has completed the Chartered Financial Analyst (CFA) Program, from CFA Institute, Charlottesville, Virginia, USA and has specialization in Finance through BAF (Bachelor of Commerce in Accounting and Finance) from HR College, Mumbai and Post-Graduation in Commerce through M.Com (Masters in Commerce, Accountancy) from Mumbai University.
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