Reliabull Wealth Managers Pvt. Ltd.

Motilal Oswal Large & Midcap Fund-Reg(G)

As on Oct-11-2024 change fund

34.54

0.17 (0.49%)

fund objective

The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2019-2020	2020-2021	2021-2022	2022-2023	2023-2024
NAV in Rs (as on 31-Mar-2024)	7.87	13.35	15.70	16.89	25.58
Net Assets(Rs Crores) (as on 31-Mar-2024)	346.95	601.74	1167.91	1487.86	3663.46
Scheme Returns(%)(Absolute)	-21.31	75.14	16.67	7.06	51.29
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	78/234	114/218	139/204	2/27	3/29

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2024-2025	16.32	14.08	NA	NA
2023-2024	14.80	9.06	12.55	7.49
2022-2023	-10.42	15.66	5.96	-2.03
2021-2022	9.83	13.19	2.20	-7.40
2020-2021	16.24	5.89	24.35	10.84

Top 10 holdings

company	(%)
Trent Ltd.	6.99
Zomato Ltd.	6.92
Kalyan Jewellers India Ltd.	6.75
Samvardhana Motherson Internat...	5.40
Suzlon Energy Ltd.	4.71
Prestige Estates Projects Ltd.	4.68
Inox Wind Ltd.	4.34
Gujarat Fluorochemicals Ltd.	3.78
Mankind Pharma Ltd.	3.63
Bharti Airtel Ltd.	3.36

Top 10 sectors

sectors	(%)
Electric Equipment	17.24
Retailing	8.60
Construction - Real Estate	7.60
e-Commerce	6.92
Diamond & Jewellery	6.75
Electronics - Components	5.81
Auto Ancillary	5.40
Finance - Stock Broking	5.35
Defence	5.30
Chemicals	3.78

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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performance comparision with similar schemes and benchmark

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Motilal Oswal Large & Midcap Fund-Reg(G)	Large-Growth	17-Oct-2019	6,500.18	62.21	27.19	NA	NA	28.21
Quant Large & Mid Cap Fund(G)	Large-Growth	11-Dec-2006	3,827.97	51.16	24.32	29.21	20.68	15.32
Bandhan Core Equity Fund-Reg(G)	Large-Growth	09-Aug-2005	6,982.00	51.75	24.00	26.01	17.17	14.55
Invesco India Large & Mid Cap Fund(G)	Large-Growth	09-Aug-2007	6,493.35	57.67	21.72	23.28	17.01	14.14
HDFC Large and Mid Cap Fund-Reg(G)	Large-Growth	18-Feb-1994	24,508.23	40.76	21.68	26.18	15.16	13.33
ICICI Pru Large & Mid Cap Fund(G)	Large-Growth	09-Jul-1998	17,464.42	43.97	21.60	25.93	15.91	19.09
UTI Large & Mid Cap Fund-Reg(G)	Large-Growth	20-May-2009	4,086.38	46.26	21.39	25.99	15.40	14.83
Kotak Equity Opp Fund(G)	Large-Growth	09-Sep-2004	26,175.17	40.16	20.28	24.25	17.22	19.26
Nippon India Vision Fund(G)	Large-Growth	08-Oct-1995	5,618.68	46.86	19.71	23.87	14.17	18.75
HSBC Large & Mid Cap Fund-Reg(G)	Large-Growth	28-Mar-2019	3,718.04	49.51	19.61	23.80	NA	20.66
DSP Equity Opportunities Fund-Reg(G)	Large-Growth	16-May-2000	14,485.57	46.63	19.16	23.43	17.17	18.48
SBI Large & Midcap Fund-Reg(G)	Large-Growth	28-Feb-1993	29,234.37	35.61	18.55	23.56	16.64	15.30
Baroda BNP Paribas Large & Mid Cap Fund-Reg(G)	Large-Growth	04-Sep-2020	1,470.07	47.02	18.32	NA	NA	28.67
Edelweiss Large & Mid Cap Fund-Reg(G)	Large-Growth	14-Jun-2007	3,780.91	41.56	18.11	23.24	16.23	13.40
Mahindra Manulife Large & Mid Cap Fund-Reg(G)	Large-Growth	30-Dec-2019	2,628.07	36.37	17.70	NA	NA	24.19
Tata Large & Mid Cap Fund-Reg(G)	Large-Growth	25-Feb-1993	8,677.04	32.28	17.62	21.57	15.52	13.45
Bank of India Large & Mid Cap Equity Fund-Eco(G)	Large-Growth	21-Oct-2008	378.34	40.06	17.24	22.62	14.10	15.42
LIC MF Large & Midcap Fund-Reg(G)	Large-Growth	25-Feb-2015	3,234.88	45.32	16.80	21.43	NA	15.46
Sundaram Large and Mid Cap Fund(G)	Large-Growth	27-Feb-2007	7,257.73	37.92	16.06	20.17	15.96	13.06
Canara Rob Emerg Equities Fund-Reg(G)	Large-Growth	11-Mar-2005	25,507.27	42.67	15.89	23.88	18.30	18.12
Axis Growth Opp Fund-Reg(G)	Large-Growth	22-Oct-2018	14,525.72	40.76	15.47	24.15	NA	22.25
Franklin India Equity Advantage Fund(G)	Large-Growth	02-Mar-2005	3,797.57	37.77	14.68	20.38	13.74	16.22
Union Large & Midcap Fund-Reg(G)	Large-Growth	06-Dec-2019	880.60	33.38	14.47	NA	NA	21.70
Mirae Asset Large & Midcap Fund-Reg(G)	Large-Growth	09-Jul-2010	40,670.04	33.39	14.45	23.80	19.93	20.98
Navi Large & Midcap Fund-Reg(G)	Large-Growth	07-Dec-2015	333.26	28.72	14.17	19.52	NA	15.80
Aditya Birla SL Equity Advantage Fund(G)	Large-Growth	24-Feb-1995	6,380.19	32.42	9.43	18.79	14.37	17.48
WOC Large & Mid Cap Fund-Reg(G)	Large-Growth	22-Dec-2023	1,517.27	NA	NA	NA	NA	28.92
Bajaj Finserv Large and Mid Cap Fund-Reg(G)	Large-Growth	27-Feb-2024	1,506.12	NA	NA	NA	NA	23.41
PGIM India Large and Mid Cap Fund(G)	Large-Growth	12-Feb-2024	566.96	NA	NA	NA	NA	22.10

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