Motilal Oswal Large Cap Regular Plan Growth
Category: Equity: Large Cap
Launch Date: 06-02-2024
AUM:
₹ 3,219.88 Cr
Expense Ratio
2.1%
Benchmark
Nifty 100 TRI
ISIN
INF247L01CB9
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Exit Load
1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.
Asset Class
Equity
Status
Open Ended Schemes
Fund Manager
Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
NAV as on 14-08-2026
13.7351
-0.02 (-0.1456%)
Overview
Investment Objective
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
97.80%
Debt
0.00%
Others
2.20%
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 | -0.04 | - | - | 13.94 |
| NIFTY 100 TRI | 2.26 | 10.93 | 10.06 | 16.29 |
Riskometer
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 35.2 |
| Information Technology | 8.24 |
| Oil, Gas & Consumable Fuels | 7.98 |
| Telecommunication | 5.66 |
| Automobile and Auto Components | 5.49 |
| Consumer Services | 4.72 |
| Construction | 4.62 |
| Healthcare | 3.55 |
| Consumer Durables | 3.53 |
| Services | 3.51 |
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.76 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.24 |
| RELIANCE INDUSTRIES LIMITED EQ | 6.49 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.31 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.64 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.22 |
| INFOSYS LIMITED EQ FV RS 5 | 2.82 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.74 |
| TRP_010726 | 2.67 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 2.26 |
Peer Comparison
| Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
|---|---|---|---|---|---|
| Motilal Oswal Large Cap Reg Gr | 06-02-2024 | -0.04 | 0.0 | 0.0 | 0.0 |
| Quant Large Cap Fund Gr Reg Plan | 08-08-2022 | 9.61 | 14.53 | 0.0 | 0.0 |
| Bank Of India Large Cap Fund Reg Plan Gr | 24-06-2021 | 8.05 | 13.62 | 10.06 | 0.0 |
| Invesco India Large Cap Gr | 21-08-2009 | 7.78 | 14.41 | 11.48 | 12.41 |
| Taurus Large Cap Reg Gr | 28-02-1995 | 7.73 | 14.16 | 10.92 | 10.01 |
| Tata Large Cap Reg Gr | 07-05-1998 | 5.85 | 11.37 | 10.26 | 11.4 |
| Bajaj Finserv Large Cap Fund Reg Gr | 20-08-2024 | 5.61 | 0.0 | 0.0 | 0.0 |
| JM Large Cap Gr | 01-04-1995 | 4.21 | 11.64 | 11.09 | 10.8 |
| Baroda BNP Paribas Large Cap Fund Gr | 23-09-2004 | 4.2 | 12.51 | 11.15 | 12.35 |
| Bandhan Large Cap Reg Gr | 09-06-2006 | 4.16 | 13.3 | 10.96 | 12.15 |