Motilal Oswal Large and Midcap Fund - Dir (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Motilal Oswal Large and Midcap Fund - Dir (IDCW) (40845) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Motilal Oswal Large and Midcap Fund - Dir (IDCW)
Motilal Oswal Asset Management Company Limited
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Equity Focused
Management
Seasoned Team
Quality Score
Good Quality
Motilal Oswal Large and Midcap Fund - Dir (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Long-term Track Record
Historical performance consistency
Equity Exposure
Market exposure level
1-Year Returns
Recent performance momentum
Cost Efficiency
Fund management costs
Management Stability
Fund manager experience
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 11.02% over the 3Y period.
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Eternal Ltd | E-Commerce/App based Aggregator | 7.07% |
| Bharat Electronics Ltd | Aerospace & Defence | 4.52% |
| CG Power & Industrial Solutions Ltd | Capital Goods - Electrical Equipment | 3.84% |
| Waaree Energies Ltd | Capital Goods - Electrical Equipment | 3.73% |
| Apar Industries Ltd | Capital Goods - Electrical Equipment | 3.66% |
| Cholamandalam Investment & Finance Company Ltd | Finance | 3.61% |
| Siemens Energy India Ltd | Power Generation & Distribution | 3.57% |
| Amber Enterprises India Ltd | Consumer Durables | 3.57% |
| Multi Commodity Exchange of India Ltd | Financial Services | 3.55% |
| Prestige Estates Projects Ltd | Realty | 3.46% |
Sector Breakdown
Compare against Large & Mid Cap Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Large & Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large & Mid Cap Fund category
Motilal Oswal Large and Midcap Fund - Dir (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Vision Large & Mid Cap Fund - Dir (G) | ₹1618.38 | 16.72% | 0.82% | 20.98% |
| Nippon India Vision Large & Mid Cap Fund - (G) | ₹1503.04 | 16.37% | 0.25% | 20.35% |
| ICICI Pru Large & Mid Cap Fund - Direct (G) | ₹1160.06 | 15.33% | 1.24% | 22.12% |
| ICICI Pru Large & Mid Cap Fund - (G) | ₹1036.12 | 14.82% | 0.36% | 21.05% |
| Aditya Birla SL Large & Mid Cap Fund - Dir (G) | ₹1022.25 | 17.65% | -3.72% | 14.37% |
| Aditya Birla SL Large & Mid Cap Fund (G) | ₹917.38 | 17.18% | -4.48% | 13.45% |
| DSP Large & Mid Cap Fund - Direct (G) | ₹694.29 | 13.77% | -4.00% | 20.49% |
| SBI Large & Midcap Fund - Direct (G) | ₹680.32 | 15.58% | 2.17% | 18.27% |
| SBI Large & Midcap Fund (G) | ₹625.83 | 15.09% | 1.29% | 17.24% |
| DSP Large & Mid Cap Fund - Regular (G) | ₹619.93 | 13.18% | -4.98% | 19.31% |
Category Average Returns
Ajay Khandelwal
A seasoned investment professional with over 6 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.