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Mar 18, 2026


Category

Equity

AUM (Cr.)

3,242.27

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

1.93

Sharpe Ratio

10.88

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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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Large Cap Fund - Regular (IDCW) -7.89 -8.7 4.31 0 0 13.03
Benchmark - Nifty 100 TRI -8.07 -6.49 6.7 13.86 11.55 0
Category Average - BEST EQUITY PERFORMERS -7.49 -6.65 5.2 14.15 11.6 11.3
Category Rank 9/7 4/7 10/7 10/7 10/7 7/7
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Invesco India Largecap Fund (G) 65.3200 1.35 6.68 16.38 13.25 1,701.68 2.02 1,000.00 invest
Invesco India Largecap Fund (IDCW) 24.2000 1.34 6.58 16.35 13.26 1,701.68 2.02 1,000.00 invest
ITI Large Cap Fund (IDCW) 15.5218 1.29 2.15 12.60 9.00 507.09 2.35 5,000.00 invest
ITI Large Cap Fund (G) 16.4513 1.29 2.14 12.60 9.00 507.09 2.35 5,000.00 invest
Samco Large Cap Fund - Regular (G) 8.8300 0.11 0.00 0.00 0.00 118.77 2.38 5,000.00 invest

Asset Allocation

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 Jan 31, 2026 302.01 9.86 5.06
Equity-ICICI Bank Jan 31, 2026 210.03 6.86 11.71
Equity-Reliance Industr Jan 31, 2026 202.33 6.61 -7.97
Equity-Bharti Airtel Jan 31, 2026 146.18 4.77 -6.50
Equity-Infosys Jan 31, 2026 135.73 4.43 1.58
Equity-Larsen & Toubro Jan 31, 2026 102.24 3.34 4.32
Derivatives - Index Future-Nifty Future Jan 31, 2026 99.95 3.26 0.00
Equity-SBI Jan 31, 2026 99.36 3.25 9.67
Equity-TCS Jan 31, 2026 78.10 2.55 -2.57
Equity-Axis Bank Jan 31, 2026 73.32 2.39 7.96

latest news

Motilal Oswal Mutual Fund announces change in Key Personnel

NOTICE is hereby given to the investors/unitholders that Mr. Ranjit Sawant ...

Mar 17, 2026 11:50

Motilal Oswal Mutual Fund announces change in fund manager under its schemes

Motilal Oswal Mutual Fund has announced change in fund manager under the fo...

Mar 16, 2026 10:21

Motilal Oswal Mutual Fund announces change in Key Personnel

Motilal Oswal Mutual Mutual Fund has announced that Mr. Bhavin Mahendra has...

Mar 13, 2026 10:50

Motilal Oswal Mutual Fund announces change in fund manager under its schemes

Motilal Oswal Mutual Fund has announced change in fund manager under the fo...

Feb 12, 2026 10:45

Motilal Oswal Mutual Fund announces change in fund manager under its schemes

Motilal Oswal Mutual Fund has announced change in fund manager under the fo...

Jan 22, 2026 10:40

Motilal Oswal Gold and Silver ETFs Fund of Funds announces change in scheme name

Motilal Oswal Mutual Fund has announced change in scheme name under the fol...

Jan 16, 2026 10:49

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Large Cap Fund - Regular (IDCW)
Contact Persone : 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