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Motilal Oswal Large and Midcap Fund Direct Reinvestment of Income Distribution cum capital wdrl

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previously known as Motilal Oswal Large and Midcap Dir DR until

25.384 (0.935%)
NAV on May 13, 2025
Category Equity:
Large & Mid-Cap
Investment StyleBox
Large Growth
Total Assets 9,176 cr
Turnover Ratio 94.83%
Expense Ratio 0.55%
Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years
Returns
  • 1M: 10.51%
  • 1Y: 17.98%
  • 3M: 6.43%
  • 3Y: 30.61%
  • 6M: -0.72%
  • 5Y: 31.40%
Min Investment 500
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ADDITIONAL INFO
Fund Manager Ajay Khandelwal (Since over 1 year) Rakesh Shetty (Since over 2 years) Atul Mehra (Since 8 months) Sunil Sawant (Since 11 months)
ISIN INF247L01AA5
Fund Family Motilal Oswal
P/E Ratio 46.62
P/B Ratio 8.70
Launch Date October 17, 2019
Benchmark Nifty LargeMidcap 250 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty LargeMidcap 250 TR INR

Alpha 5.89
Beta 1.08
R-Squared 79.14
Info Ratio 0.87
Tracking Err 8.56
Sortino 1.459
Sharpe 0.971
Std Dev 18.590
Risk High
SECTOR WEIGHTINGS (%)
Financial 14.82%
Industrial 36.89%
Technology 10.0%
Basic Materials 3.2%
Consumer Cyclical 22.97%
Utilities Services 0.0%
Healthcare Services 2.33%
Energy Services 0.00%
Communication Services 3.95%
Consumer Defensive 0.00%
Real Estate 5.85%
INVESTMENT OBJECTIVE

The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Dividends that would otherwise be paid out to investors are instead used to purchase more units in the fund. Not as tax efficient as Growth.

View Factsheet
Top Large & Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
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