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Motilal Oswal Large & Midcap  IDCW-P

Motilal Oswal Large & Midcap IDCW-P

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation22.8%
Sharpe Ratio0.12
Beta1.03

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Consumers22.01%
Services5.98%
Energy & Infra4.98%
Capital Goods42.54%
Financial Services15.41%
Technology9.08%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
One97 Communications LtdTechnology6.11%
Eternal LtdConsumers4.95%
PTC Industries LtdCapital Goods4.73%
Multi Commodity Exchange of India LtdFinancial Services4.60%
Sterlite Technologies LtdTechnology4.32%
Shriram Finance LtdFinancial Services4.13%
Muthoot Finance LtdFinancial Services4.04%
Apar Industries LtdCapital Goods4.02%
Gujarat Fluorochemicals Ltd Ordinary SharesCapital Goods3.99%
GE Vernova T&D India LtdCapital Goods3.15%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

RS

Rakesh Shetty

Mr. Rakesh Shetty has experience of 4 years. Manages 297 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

Team

87 years

Combined Team Experience

AUM

₹ 19,943 Cr

Assets Under Management

AK
Ajay Khandelwal
Co-Portfolio Manager

Mr. Ajay Khandelwal has experience of 22 years. Manages 82 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹200 Cr Holds a B.E. degree.

SM
Swapnil Mayekar
Co-Portfolio Manager

Mr. Swapnil Mayekar has experience of 22 years. Manages 237 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)1.87%

iconRegulatory & Tax Information

INF247L01981
verified
ISIN
DailyDealing Frequency
Nifty LargeMidcap 250 TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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