Investment Objective
Motilal Oswal Large & Midcap Fund aims to provide medium to long-term growth in capital by investing primarily in large and midcap companies.
Investment Strategies
- The fund allocates 50% of its portfolio in large caps and the remaining in mid and small caps.
- The fund seeks to provide long term stable growth with low to moderate volatility.
- The fund aims to diversify its portfolio across sectors and uses the basket approach to invest in stocks in identified themes.
- The fund prefers a quality and growth oriented equity style of investment, with a focus on industry leaders.
- The strategy uses a combination of top-down sectors/themes approach and bottom-up approach for stock selection.
- The fund focuses on identifying companies having competitive advantages and have the potential to enable sustained profitability.
Who Should Invest
- Investors seeking long term capital appreciation with an investment horizon of 3 years or more.
- Those seeking to invest in a mix portfolio of high quality large and mid cap companies.
Frequently Asked Questions
What is the risk level of Motilal Oswal Large & Midcap Fund?
As per the fund factsheet published by the fund house, Motilal Oswal Large & Midcap Fund is considered to carry ‘Very High Risk’ for its investors.
Is there any lock-in period in Motilal Oswal Large & Midcap Fund?
Motilal Oswal Large & Midcap Fund has no lock-in period for its investors. The investors of this fund are free to make redemption requests on any date as per their requirements.
What type of mutual fund is the Motilal Oswal Large & Midcap Fund?
The Motilal Oswal Large & Midcap Fund is an open-ended equity mutual fund scheme and it belongs to the ‘large and mid cap fund’ category.
Is Motilal Oswal Large & Midcap Fund an open-ended or close-ended scheme?
The Motilal Oswal Large & Midcap Fund is an open-ended equity mutual fund scheme.
What is the benchmark index for this Motilal Oswal Large & Midcap Fund?
Nifty Large Midcap 250 Index (TRI) is the benchmark index of Motilal Oswal Large & Midcap Fund. The scheme has Nifty 50 TRI as its additional benchmark index.
