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Jun 25, 2026


Category Equity
AUM (Cr.) 3,117.25
Exit Load (%) 0.00
Min Inv Lumpsum 500
Expense Ratio 1.97
Sharpe Ratio -0.79
Beta Ratio 0.00
Fund Manager Ajay Khandelwal
Inception Date Feb 06, 2024
Risk Level Very High

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.

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Nifty 100 TRI Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Large Cap Fund - Regular (G) 1.64 -5.23 -2.25 0 0 13.63
Benchmark - Nifty 100 TRI 0.72 -5.31 -1.57 11.75 10.54 0
Category Average - BEST EQUITY PERFORMERS 1.19 -4.56 -1.92 11.9 10.25 11.64
Category Rank 8/9 10/9 10/9 10/9 10/9 9/9
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
AXIS Large Cap Fund (IDCW) 17.3700 0.46 -2.47 10.03 7.09 30,004.62 1.57 100.00 invest
AXIS Large Cap Fund (G) 59.3200 0.46 -2.47 10.04 7.08 30,004.62 1.57 100.00 invest
HSBC Large Cap Fund (G) 471.8624 0.38 -0.11 11.91 10.04 1,758.08 2.10 5,000.00 invest
HSBC Large Cap Fund (IDCW) 41.7995 0.38 -0.10 11.91 10.04 1,758.08 2.10 5,000.00 invest
Bank of India Large Cap Fund - Regular (IDCW) 16.6300 -0.18 4.13 14.39 0.00 213.25 2.47 5,000.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-HDFC Bank May 31, 2026 290.37 9.32 -0.97
Equity-Reliance Industr May 31, 2026 211.39 6.78 -7.66
Equity-ICICI Bank May 31, 2026 211.08 6.77 -0.55
Equity-Bharti Airtel May 31, 2026 135.80 4.36 -3.06
Equity-Larsen & Toubro May 31, 2026 114.14 3.66 1.56
Equity-Infosys May 31, 2026 104.48 3.35 -1.77
Equity-SBI May 31, 2026 96.44 3.09 -9.74
Equity-Axis Bank May 31, 2026 83.63 2.68 1.44
Equity-TCS May 31, 2026 70.03 2.25 -5.65
Equity-CG Power & Ind May 31, 2026 69.50 2.23 12.80

latest news

SCHEME DETAILS

AMC Name
Motilal Oswal Mutual Fund
Fund Name
Motilal Oswal Large Cap Fund - Regular (G)
Contact Person
Ajay Khandelwal
Registered Address
Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Telephone No
022-40548002 / 8108622222
Fax No.
022-30896884
Email
amc:motilaloswal.com
Website
www.motilaloswalmf.com