Motilal large and midcap fund
this fund is superior returns and super downward protection
i invested this - i will take for long term to next generation
any review
your review
The fund manager played very well in ups and down
1 Like
Can you elaborate specifically what suggests this about the fund ?
Hi @cvs Let me summarise the fund for you.
The Motilal Oswal Large and Midcap Fund is an equity mutual fund that primarily invests in large and mid-cap stocks, aiming for medium to long-term capital appreciation.
Key Details:
Launch Date: October 17, 2019.
Fund Size: Approximately ₹9,001 crore as of December 31, 2024.
Expense Ratio: 1.73% for the Regular Plan.
Risk Profile: Very High.
Performance:
1-Year Return: 29.31%.
Since Inception: 26.06% average annual returns.
Portfolio Allocation: The latest can be found on the website.
Sector Allocation: Capital Goods, Services, Consumer Discretionary, Financial, and Energy sectors.
Suitability:
This fund is suitable for investors seeking high returns over a medium to long-term horizon and who are comfortable with a very high-risk profile. A minimum investment of ₹500 is required, with a minimum SIP investment of ₹500.
Tax Implications:
Short-Term Capital Gains (STCG): 15% tax if units are redeemed within 1 year.
Long-Term Capital Gains (LTCG): Exempt up to ₹1 lakh; gains above this are taxed at 10%.
Dividend Income: Taxed according to the investor’s tax slab; TDS of 10% applies if dividend income exceeds ₹5,000 in a financial year.
Conclusion:
The Motilal Oswal Large and Midcap Fund has demonstrated strong performance since its inception, making it a compelling option for investors with a high-risk tolerance seeking substantial returns over the medium to long term.
The OP might be influenced by the current portfolio holdings, future outlook and historical returns. Even I was looking into it recently.