In our fund, while Largecaps provide shield against volatility, Midcaps provide the power of growth. Having both in equal measure provides the edge.

In our fund, while Largecaps provide stability, Midcaps accentuate the growth of the overall portfolio by investing in the stocks that are beneficiaries of economic recovery.

The 34 companies in our portfolio are market-share leaders in their respective industries
• 14 are industry leaders • 14 are among the top 5 players & • 6 are among Others

“Leader-full” portfolio of 34 stocks with competitive leadership

Data as on July 31, 2022. The Stocks mentioned above are used to explain the concept and is for illustration purpose only and should not be used for development or implementation of any investment strategy. It should not be construed as investment advice to any party. The stocks may or may not be part of our portfolio/strategy/ schemes. Past performance may or may not be sustained in future

Why invest in Large cap leaders? - Room for Growth

Indian Large caps have a lot of room for growth

Data as on July 31, 2022. Source: Internal MOAMC Research. Disclaimer:This data should not used for development or implementation of an investment strategy. Past performance may or may not be sustained in future.

Why Mid Caps?

Potential to invest in the leaders of tomorrow: High Growth Prospect.

Source: Internal MOAMC Research. Disclaimer:This data should not used for development or implementation of an investment strategy. Past performance may or may not be sustained in future

Portfolio Mix at a Glance

Data as on July 31, 2022. The Stocks / Sectors mentioned above are used to explain the concept and is for illustration purpose only and should not be used for development or implementation of any investment strategy. It should not be construed as investment advice to any party. The stocks may or may not be part of our portfolio/strategy/ schemes. Past performance may or may not be sustained in future

PERFORMANCE

1 Year Since Inception
CAGR (%) Current Value of Investment of
Rs 10000		 CAGR (%) Current Value of Investment of
Rs 10000
Motilal Oswal Large And Midcap Fund -0.4 9,955 17.5 15,653
Nifty Large Midcap 250 Index TRI (Benchmark) 8.9 10,883 21.9 17,343
Nifty 50 TRI (Additional Index) 10.3 11,024 16.5 15,305
NAV (Rs.) Per Unit (15.6528 as on 31-July-2022) 15.7232 10.0000

Data as on July 31, 2022. BM = Benchmark i.e. Nifty LargeMidcap 250 TRI Index; Date of inception: 17-Oct-2019.Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. The SIP amount, tenure of SIP, expected rate of return are assumed figures for the purpose of explaining the concept of advantages of SIP investments. The actual result may vary from depicted results depending on scheme selected. It should not be construed to be indicative of scheme performance in any manner. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth option. Different plans have different expense structure. Mr. Aditya Khemani is the Fund Manager for equity component since inception. Mr. Abhiroop Mukherjee is the Fund Manager for debt component since inception. Kindly refer to the factsheet for performance of other schemes managed by the fund managers: https://www.motilaloswalmf.com/downloads/mutual-fund/Factsheet

Performance of other schemes managed by the fund managers

Performance of other schemes managed by Abhiroop Mukherjee

Name of Fund Manager: Abhiroop Mukherjee
Period Inception Date 1 year 3 year 5 year Since Inception
Scheme Return (%) Benchmark Return (%) Scheme Return (%) Benchmark Return (%) Scheme Return (%) Benchmark Return (%) Scheme Return (%) Benchmark Return (%)
Motilal Oswal Midcap 30 Fund 24-02-2014 25.0 7.7 27.0 25.9 13.0 13.5 20.1 20.8
Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive 12-03-2021 4.2 6.1 - - - - 9.1 11.3
Motilal Oswal Liquid Fund 20-12-2018 3.3 3.9 3.5 4.2 - - 3.9 4.7
Motilal Oswal S&P 500 Index Fund 28-04-2020 -2.0 -0.3 - - - - 17.8 20.4
Motilal Oswal Flexi Cap Fund 28-04-2014 -6.7 8.7 9.2 18.8 4.8 12.1 15.1 14.4

Note:

  • The concerned fund manager manages 24 schemes of the concerned Mutual Fund.
  • In case the number of schemes managed by a fund manager is more than six, performance data of other scheme the top 3 and bottom 3 schemes managed by fund manager has been provided herein.
  • Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement
  • Different plans shall have a different expense structure. The performance details provided herein are of regular plan.

    • Source/Disclaimer: MOAMC, Data as of 31-July-22. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth Option. Different plans have different expense structure.

QGLP Stock Picking Methodology is used

to pick stocks for the fund

Fund Facts

Type of the Scheme An open ended equity scheme investing in both large cap and mid cap stocks.
Category of the Scheme Large and Midcap Fund
Investment Objective The investment objective is to provide medium to long-term capital appreciation by investing primarily in Large and Midcap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Benchmark NIFTY Large Midcap 250 TRI
Entry / Exit Load Entry : Nil Exit : 1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment. A switch-out or a withdrawal shall also be subjected to the Exit Load like any Redemption. No Exit Load applies for switch between Motilal Oswal Focused 25 Fund, Motilal Oswal Midcap 30 Fund, Motilal Oswal Flexi Cap Fund, Motilal Oswal Equity Hybrid Fund, Motilal Oswal Large and Midcap Fund & Motilal Oswal Dynamic Fund. No Load for switch between Options within the Scheme
Plans Regular Plan and Direct Plan
Options (Under each plan) Dividend (Payout and Reinvestment) and Growth
Minimum Application Amount Rs. 500/- and in multiples of Re. 1/- thereafter
Additional Application Amount Rs. 500/- and in multiples of Re. 1/- thereafter
Systematic Investment Plan(SIP)
Weekly SIP Any day of the week from Monday to Friday Rs. 500 and in multiples of Re.1/- thereafter (Minimum Installment – 12)
Rs. 1,500 and in multiples of Re.1/- thereafter (Minimum Installment – 4)
Fortnightly SIP 1 st -14th, 7th - 21st and 14 th - 28th
Monthly SIP Any day of the month except 29th, 30th or 31st
Quarterly SIP Any day each quarter (Jan, Apr, Jul, Oct) 29th, 30th or 31st
Annual SIP Any day or date of his/her preference Rs. 6,000 and in multiples of Re. 1/- thereafter (Minimum Installment – 1)
Minimum Redemption Amount Rs. 500/- and in multiples of Re. 1/- thereafter or account balance, whichever is lower.
Minimum Redemption Amount Rs. 500/- and in multiples of Re. 1/- thereafter or account balance, whichever is lower
Name of the scheme Scheme Riskometer Benchmark Riskometer Nifty Large Midcap 250 TRI
Motilal Oswal Large and Midcap Fund
(Large and Midcap Fund - An open ended equity scheme investing in both large cap and mid cap stocks)
This product is suitable for investors who are seeking
1) Long-term capital growth
2) Investment predominantly in equity and equity related instruments of large and midcap stocks
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them. Investors understand that their principal will be at Very High risk