Motilal Oswal Large and Midcap Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation27.6%
Sharpe Ratio0.43
Beta1.41
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Eternal LtdConsumers6.11%
Trent LtdConsumers4.82%
Bharat Electronics LtdCapital Goods4.81%
Cholamandalam Investment and Finance Co LtdFinancial Services4.50%
Multi Commodity Exchange of India LtdFinancial Services4.13%
Bharat Dynamics Ltd Ordinary SharesCapital Goods4.03%
Samvardhana Motherson International LtdConsumers3.79%
CG Power & Industrial Solutions LtdCapital Goods3.76%
Waaree Energies LtdTechnology3.75%
Apar Industries LtdCapital Goods3.75%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.71%
Exit Load1
Regulatory & Tax Information
INF247L01965
ISINDailyDealing Frequency
BSE 200 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)