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Motilal Oswal Large and Midcap Fund - Portfolio Analysis
- Equity
- Large and Mid Cap
- Very High Risk
-
₹27.9
(-0.6%)
Current NAV 21-02-2025
-
11.29%
Returns
-
Min. SIP ₹500
Min. Investment ₹500
Fund Suitability Test
Asset Allocation (As on 31-Dec-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 98.8%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 44.19 |
| Large Cap | 33.94 |
| Small Cap | 20.67 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Electrical Equipment
Retailing
Aerospace & Defense
Consumer Durables
Capital Markets
Realty
Telecom - Services
IT - Software
Auto Components
Industrial Manufacturing
Pharmaceuticals & Biotechnology
Banks
Chemicals & Petrochemicals
Industrial Products
Finance
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 21-Feb-2025 |
Holdings | PE Ratio 21-Feb-2025 |
1Y Return |
|---|---|---|---|---|---|
| Zomato Limited | Large Cap | Retailing (36.51) | 6.91% | -10.49 | 85.47% |
| Trent Limited | Large Cap | Retailing (51.04) | 6.63% | 92.81 | 29.59% |
| Kalyan Jewellers India Limited | Mid Cap | Consumer Durables (75.02) | 4.88% | 75.16 | 28.97% |
| Bharti Airtel Limited | Large Cap | Telecom - Services (173.54) | 4.48% | 38.62 | 43.75% |
| Coforge Limited | Mid Cap | IT - Software (34.83) | 3.77% | 64.64 | 14.4% |
| Samvardhana Motherson International Limited | Large Cap | Auto Components (90.69) | 3.46% | 21.97 | 13.84% |
| Mankind Pharma Limited | Mid Cap | Pharmaceuticals & Biotechnology (44.81) | 3.22% | 47.03 | 6.25% |
| Premier Energies Limited | Mid Cap | Electrical Equipment | 3.18% | - | 0% |
| Prestige Estates Projects Limited | Mid Cap | Realty (88.98) | 3.16% | 89.9 | 2.51% |
| Amber Enterprises India Limited | Small Cap | Consumer Durables (81.18) | 3.06% | 90.97 | 51.13% |
| HDFC Bank Limited | Large Cap | Banks (18.32) | 3.04% | 18.6 | 17.62% |
| Apar Industries Limited | Mid Cap | Electrical Equipment (59.42) | 3.03% | 31.99 | 4.63% |
| Zen Technologies Limited | Small Cap | Aerospace & Defense (39.44) | 3.02% | 45.93 | 35.1% |
| Kaynes Technology India Limited | Mid Cap | Industrial Manufacturing (102.35) | 2.99% | 108.04 | 55.38% |
| Suzlon Energy Limited | Mid Cap | Electrical Equipment (83.18) | 2.91% | 65.83 | 23.71% |
| Bharat Electronics Limited | Large Cap | Aerospace & Defense (39.44) | 2.86% | 37.49 | 35.76% |
| Gujarat Fluorochemicals Limited | Mid Cap | Chemicals & Petrochemicals (59.42) | 2.82% | 88.81 | 4.25% |
| GE Vernova T&D India Limited | Mid Cap | Electrical Equipment (26.89) | 2.82% | 206.18 | 772.74% |
| PTC Industries Limited | Small Cap | Industrial Products (44.74) | 2.74% | 308.24 | 28.45% |
| Multi Commodity Exchange of India Limited | Small Cap | Capital Markets (108.83) | 2.55% | 55.57 | 52.86% |
| Bharat Dynamics Limited | Mid Cap | Aerospace & Defense | 2.52% | - | 0% |
| Inox Wind Limited | Small Cap | Electrical Equipment (83.18) | 2.48% | 74.24 | 16.91% |
| The Phoenix Mills Limited | Mid Cap | Realty (88.98) | 2.46% | 54.04 | 8.77% |
| Waaree Energies Limited | Mid Cap | Electrical Equipment | 2.46% | - | 0% |
| Swiggy Limited | Large Cap | Retailing | 2.29% | - | 0% |
| V2 Retail Limited | Small Cap | Retailing (51.04) | 2.22% | 79.71 | 323.37% |
| Hindustan Aeronautics Limited | Large Cap | Aerospace & Defense (39.44) | 2.19% | 25.91 | 14.28% |
| Religare Enterprises Limited | Small Cap | Finance (31.16) | 2.16% | 123.97 | 12.97% |
| CG Power and Industrial Solutions Limited | Large Cap | Electrical Equipment (75.12) | 2.08% | 96.37 | 38.66% |
| Angel One Limited | Small Cap | Capital Markets (31.16) | 2.06% | 15.84 | -23.96% |
| Dixon Technologies (India) Limited | Mid Cap | Consumer Durables (209.18) | 1.99% | 106.21 | 107.55% |
| BSE Limited | Mid Cap | Capital Markets | 1.98% | - | 0% |
| Titagarh Rail Systems Limited | Small Cap | Industrial Manufacturing (40.87) | 0.38% | 36.44 | -18.49% |
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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 ?
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 ?
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.
