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Oct 09, 2026


Category Equity
AUM (Cr.) 3,146.70
Exit Load (%) 0.00
Min Inv Lumpsum 500
Expense Ratio 2.11
Sharpe Ratio -1.28
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 (IDCW) -3.15 0.05 -6.33 0 0 10.34
Benchmark - Nifty 100 TRI -4.37 -3.1 -7.86 7.8 6.54 0
Category Average - BEST EQUITY PERFORMERS -3.99 -1.23 -6.28 8.16 6.75 10.12
Category Rank 1/8 10/8 9/8 10/8 10/8 8/8
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Franklin India Large Cap Fund (IDCW) 40.1600 1.38 -7.29 8.05 5.99 7,490.45 2.17 5,000.00 invest
Franklin India Large Cap Fund (G) 956.3922 1.38 -7.29 8.05 5.99 7,490.45 2.17 5,000.00 invest
LIC MF Large Cap Fund (IDCW) 30.7780 1.30 -8.95 6.10 3.96 1,384.68 2.50 5,000.00 invest
LIC MF Large Cap Fund (G) 50.9623 1.30 -8.95 6.10 4.58 1,384.68 2.50 5,000.00 invest
Bajaj Finserv Large Cap Fund - Regular (IDCW) 9.5040 0.77 -4.81 0.00 0.00 1,663.21 2.77 500.00 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-Larsen & Toubro Aug 31, 2026 113.26 3.60 -2.38
Equity-SBI Aug 31, 2026 106.00 3.37 3.22
Equity-Reliance Industr Aug 31, 2026 204.32 6.49 -1.31
Equity-Kotak Mah. Bank Aug 31, 2026 73.40 2.33 6.92
Equity-Infosys Aug 31, 2026 102.04 3.24 13.33
Equity-Axis Bank Aug 31, 2026 84.50 2.69 -3.40
Equity-HDFC Bank Aug 31, 2026 276.51 8.79 -11.15
Equity-TCS Aug 31, 2026 74.38 2.36 18.10
Equity-ICICI Bank Aug 31, 2026 244.27 7.76 5.73
Equity-Bharti Airtel Aug 31, 2026 134.53 4.28 -2.17

latest news

SCHEME DETAILS

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