Mutual Fund Scheme with Best Return in Category: Motilal Oswal Large and Midcap Fund is the highest return giving scheme of its category. The direct plan of this fund has given absolute returns of 76% in 3 years and 130% in 5 years to those who invested money through Systematic Investment Plan (SIP). Launched just over 5 years ago, this scheme has given higher returns on lump sum investment than all other schemes and benchmark indices of its category. Motilal Oswal Lord & Midcap Fund was launched on 17 October 2019.
How much was it in 1, 3 and 5 yearsReturn
Motilal Oswal Lord & Midcap Fund’s Direct Plan has consistently delivered impressive returns, be it lumpsum investment or investment through SIP. You can see the details of returns received by those investing in this scheme in both ways during the last 1, 3 and 5 years here:
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Return on Lump Sum Investment
In 1 year: 41.98% (Direct Plan), 40.14% (Regular Plan)
In 3 years: 27.64% (Direct Plan), 25.85% (Regular Plan)
In 5 years: 28.31% (Direct Plan), 26.35% (Regular Plan)
Value of lump sum investment of Rs 1 lakh
In 1 year: Rs 1,49,051
In 3 years: Rs 2,07,870
In 5 years: Rs 3,39,956
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Better performance than benchmark
It is clear from the above figures that Motilal Oswal Large and Midcap Fund has shown a return of its investors’ money one and a half times in 1 year, more than two times in 3 years and more than 3 times in 5 years. In all three periods, the returns of this fund have been better than its benchmark, Nifty Large Midcap 250 Total Return Index (NIFTY Large Midcap 250 TRI), which you can see here:
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1 Year Return (CAGR): Scheme: 41.98%, Benchmark: 16.04%
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3 Year Returns (CAGR): Scheme: 27.64%, Benchmark: 17.05%
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5 Year Return (CAGR): Scheme: 28.31%, Benchmark: 22.27%
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Great profit on SIP also
Motilal Oswal Large and Midcap Fund has also given excellent returns on investments made through SIP. You can see its calculation here:
Monthly SIP: Rs 10 thousand
- Fund value in 1 year: Rs 1,45,266 (Investment Rs 1.20 lakh, Absolute return: 21.05%)
- Fund value in 3 years: Rs 6,34,085 (Investment Rs 3.60 lakh, Absolute Return: 76.13%)
- Fund value in 5 years: Rs 13,83,414 (Investment Rs 6 lakh, Absolute return: 130.57%)
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What’s in the fund’s portfolio?
Motilal Oswal Large and Midcap Fund mainly invests in equities, in which a major portion is in largecap and midcap companies. Along with this, small cap stocks are also included in the portfolio of the scheme. According to the latest information available on the website of the fund house, currently the share of largecap in the scheme’s portfolio is 36%, midcap is 37.2% and smallcap is 24.1%, while 2.6% is in the form of cash.
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Top 10 stocks and their share in the scheme’s portfolio
- Zomato Ltd. : 8.1%
- Trent Ltd. : 6.5%
- Kalyan Jewelers India Ltd. :5.4%
- Bharti Airtel Ltd. : 4.9%
- Samvardhana Motherson International Ltd. : 3.7%
- Prestige Estates Projects Ltd. : 3.6%
- Coforge Ltd. : 3.5%
- Apar Industries Ltd. : 3.5%
- Suzlon Energy Ltd. : 3.4%
- Premier Energies Ltd. : 3.4%
Strong management at low cost
The fund’s expense ratio is only 0.51%, which is lower than the category average (0.72%). This fund is being managed by two experienced managers. Rakesh Shetty and Ajay Khandelwal, both have about 13 years of experience.
For whom is this fund suitable?
This fund is suitable for those investors who want to achieve capital growth by investing for the long term and who find the strategy of investing in largecap and midcap stocks suitable. This scheme has been given a Very High Risk rating on the Riskometer, hence before deciding to invest, you must assess your risk appetite.
(Disclaimer: The purpose of this article is only to provide information, not to give investment advice. The past returns of a mutual fund do not guarantee that it will continue in the future. Decisions related to investment should be taken only after consulting an investment advisor.)
