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Motilal Oswal Large and Midcap Fund Regular - Portfolio Analysis
- Equity
- Large and Mid Cap
- Very High
-
₹22.57
(0.83%)
Current NAV 07-03-2025
-
2.4%
Returns
-
Min. SIP ₹500
Min. Investment ₹500
Fund Suitability Test
Asset Allocation (As on 28-Feb-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 97.92%
- Others 2.08%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 39.29 |
| Large Cap | 35.63 |
| Small Cap | 21.04 |
| Others | 1.96 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Industrials
Consumer Cyclical
Financial Services
Technology
Communication Services
Real Estate
Basic Materials
Healthcare
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 07-Mar-2025 |
Holdings | PE Ratio 07-Mar-2025 |
1Y Return |
|---|---|---|---|---|---|
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 6.52% | -10.49 | 85.47% |
| Bharti Airtel Ltd | Large Cap | Communication Services (171.93) | 6.04% | 38.33 | 35.58% |
| Trent Ltd | Large Cap | Consumer Cyclical (50.36) | 5.99% | 91.91 | 26.47% |
| HDFC Bank Ltd | Large Cap | Financial Services (18.11) | 3.51% | 18.56 | 16.71% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (72.49) | 3.47% | 66.84 | 5.27% |
| Coforge Ltd | Mid Cap | Technology (32.46) | 3.39% | 64.88 | 20.15% |
| CG Power & Industrial Solutions Ltd | Large Cap | Industrials (75.17) | 3.39% | 96.57 | 29.1% |
| Samvardhana Motherson International Ltd | Large Cap | Consumer Cyclical (88.92) | 3.32% | 21.48 | 5.89% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (82.02) | 3.28% | 96.91 | 74.28% |
| Suzlon Energy Ltd | Mid Cap | Industrials (83.86) | 3.23% | 63.14 | 31.12% |
| Gujarat Fluorochemicals Ltd Ordinary Shares | Mid Cap | Basic Materials (58.97) | 3.12% | 91.43 | 7.35% |
| Inox Wind Ltd | Small Cap | Industrials (83.86) | 3.02% | 70.04 | 26.09% |
| Bharat Dynamics Ltd Ordinary Shares | Mid Cap | Industrials | 3% | - | 0% |
| Bharat Electronics Ltd | Large Cap | Industrials (40) | 2.99% | 40.56 | 28.6% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (85.28) | 2.86% | 53.93 | 12.94% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (84.74) | 2.82% | 82.47 | -5.78% |
| PTC Industries Ltd | Small Cap | Industrials (45.14) | 2.81% | 354.42 | 49.25% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (82.79) | 2.79% | 44.64 | 23.96% |
| V2 Retail Ltd | Small Cap | Consumer Cyclical (49.81) | 2.73% | 82.96 | 344.33% |
| Premier Energies Ltd | Mid Cap | Technology | 2.62% | - | 0% |
| BSE Ltd | Mid Cap | Financial Services | 2.58% | - | 0% |
| Waaree Energies Ltd | Mid Cap | Technology | 2.48% | - | 0% |
| Kaynes Technology India Ltd | Mid Cap | Industrials (104.44) | 2.47% | 105.71 | 37.37% |
| Apar Industries Ltd | Mid Cap | Industrials (58.97) | 2.47% | 28.2 | -6.94% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (205.56) | 2.43% | 100.3 | 84.62% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 2.35% | 206.18 | 772.74% |
| Religare Enterprises Ltd | Small Cap | Financial Services (31.12) | 2.28% | 109.28 | 4.82% |
| Angel One Ltd Ordinary Shares | Small Cap | Financial Services (31.12) | 2.23% | 13.81 | -25.14% |
| Hindustan Aeronautics Ltd Ordinary Shares | Large Cap | Industrials (40.89) | 1.99% | 26.23 | 2.86% |
| OneSource Specialty Pharma Ltd | Healthcare | 1.96% | - | 0% | |
| Zen Technologies Ltd | Small Cap | Industrials (40) | 1.88% | 52.93 | 32.46% |
| Swiggy Ltd | Large Cap | Consumer Cyclical | 0.96% | - | 0% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 0.92% | 28.3 | 41.05% |
| Cholamandalam Financial Holdings Ltd | Small Cap | Financial Services (30.91) | 0.01% | 14.76 | 50.88% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 2.08 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Current Stocks Holdings of Others
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Net Receivables / (Payables) | 1.28% | - | 0% | ||
| Collateralized Borrowing & Lending Obligation | 0.8% | - | 0% |
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Chat with usFrequently Asked Questions
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
Top 5 holdings for Motilal Oswal Large and Midcap Fund Regular ?
The top holdings of this fund are
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 Sector for Motilal Oswal Large and Midcap Fund Regular ?
The major sectors of this fund are .
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.
