Motilal Oswal Large & Midcap Fund(G)-Direct Plan
View the regular plan of this scheme
Rs 32.9788 -0.3098(-0.931 %) NAV as on 24 Apr 2025
Scheme Objective: The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.
Performance (As on 24 Apr 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | -7.23 % | 14.09 % | 26.18 % | 31.86 % | 24.12 % |
NIFTY LargeMidcap 250 | -2.48 % | 8.20 % | 16.77 % | 27.32 % | N/A |
Portfolio
Large-and-midcap funds invest a minimum of 35% each in large-cap stocks and mid-cap stocks. Depending on their mid-cap allocation, these funds can be more volatile than large-cap funds and even some multi-cap funds. These funds can be used to get exposure to mid-cap stocks without taking on the very high risk of mid-cap funds. The Nifty Midcap 250, the Nifty 500 or BSE 500 can be used as benchmarks to measure performance.
Large-and-midcap funds suit investors with moderate to high risk appetites. The minimum period for which these funds need to be held is 5 years.