Motilal Oswal Large Cap Regular Plan Growth
Category: Equity: Large Cap
Launch Date: 06-02-2024
AUM:
₹ 191.2 Cr
Expense Ratio
2.05%
Benchmark
NIFTY 100 TRI
ISIN
INF247L01CB9
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
1000
Exit Load
Exit load of 1%, if redeemed within 15 days.
Asset Class
Status
Open Ended Schemes
Fund Manager
Ajay Khandelwal, Niket Shah, Ankush Sood, Santosh Singh, Rakesh Shetty, Atul Mehra
NAV as on 29-04-2025
13.2769
0.01 (0.0889%)
Overview
Investment Objective
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large cap companies. However, there can be no assurance that the investment objective of the scheme will be realized.
Asset Allocation
Equity
97.26%
Debt
0.00%
Others
2.74%
Indicators
| Volatility | - |
| Sharp Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
-
-
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) | Since Launch (%) |
|---|---|---|---|---|
| Motilal Oswal Large Cap Regular Plan Growth | 24.62 | - | - | 27.37 |
| NIFTY 100 TRI | 7.3 | 13.76 | 22.0 | 17.08 |
Riskometer
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 36.62 |
| Information Technology | 13.29 |
| Oil, Gas & Consumable Fuels | 8.18 |
| Automobile and Auto Components | 5.99 |
| Fast Moving Consumer Goods | 5.91 |
| Power | 4.08 |
| Consumer Services | 3.79 |
| Telecommunication | 3.61 |
| Construction | 3.18 |
| Healthcare | 2.82 |
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.84 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.17 |
| RELIANCE INDUSTRIES LIMITED EQ | 6.64 |
| INFOSYS LIMITED EQ FV RS 5 | 4.42 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.61 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 3.39 |
| BAJAJ HOLDINGS AND INVESTMENT LTD. EQ | 3.25 |
| CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED EQ NEW FV RE. 1/- | 3.19 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.18 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 3.01 |
Peer Comparison
| Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
|---|---|---|---|---|---|
| Motilal Oswal Large Cap Reg Gr | 06-02-2024 | 24.62 | 0.0 | 0.0 | 0.0 |
| DSP Top 100 Equity Reg Gr | 05-03-2003 | 14.76 | 19.43 | 21.9 | 11.62 |
| Canara Robeco Bluechip Equity Reg Gr | 05-08-2010 | 11.01 | 15.36 | 20.85 | 13.48 |
| WhiteOak Capital Large Cap Fund Reg Gr | 01-12-2022 | 10.87 | 0.0 | 0.0 | 0.0 |
| Franklin India BlueChip Gr | 01-12-1993 | 10.7 | 13.62 | 21.53 | 11.03 |
| ABSL Frontline Equity Gr | 05-08-2002 | 9.79 | 15.48 | 22.61 | 12.3 |
| SBI Blue Chip Reg Gr | 01-02-2006 | 9.76 | 14.42 | 21.92 | 12.4 |
| Kotak Bluechip Gr | 29-12-1998 | 9.15 | 14.95 | 22.14 | 12.55 |
| Mirae Asset Large Cap Gr | 01-04-2008 | 9.01 | 12.26 | 20.03 | 13.06 |
| ICICI Pru BlueChip Gr | 05-05-2008 | 8.63 | 18.19 | 24.81 | 13.98 |