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- Motilal Oswal Mutual Fund
- Motilal Oswal Large Cap Fund Direct Growth
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Motilal Oswal Large Cap Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment5,44,565
Wealth Gained12,77,177
Total Corpus Created (₹)
With CAGR of 21.774 % in 5 yearsHistorical NAV
₹ 12.6122
NAV (Apr 11)
Fund Returns
Last 1Y | 19.7% |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | 21.8% |
6 Month CAGR | -3.3% |
Scheme Information
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.
Expense Ratio | 0.73 % |
Launched 1Y ago | 2024-02-06 |
AUM in Crores | 1919.4 |
ISIN | INF247L01CE3 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 100 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Large Cap Fund Direct (G) | 12,06,097 | 4,73,485 | 19.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
6.53%Reliance Industries Ltd.
5.43%ICICI Bank Ltd.
4.42%Infosys Ltd.
4.32%Cholamandalam Financial Holdings Ltd.
3.52%
Allocation by Sector
Financial
34.74%Technology
15.33%Energy
11.99%Services
6.07%Construction
5.92%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 23,379 cr | ||
₹ 16,217 cr |
About the AMC
Motilal Oswal Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
24.2% | 23% | ||
21.7% | 22.3% | ||
20.3% | 17% | ||
18.7% | 17.8% | ||
17.1% | 24.1% |
Motilal Oswal Large Cap Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment5,44,565
Wealth Gained12,77,177
Total Corpus Created (₹)
With CAGR of 21.774 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Motilal Oswal Large Cap Fund Direct Plan Growth?
What is the current AUM of Motilal Oswal Large Cap Fund Direct Growth?
What is the latest NAV of Motilal Oswal Large Cap Fund Direct Growth?
What is the Riskometer rating for Motilal Oswal Large Cap Fund Direct Plan Growth?
Which are the top sector holdings in Motilal Oswal Large Cap Fund Direct Plan?
Which are the top stock holdings in Motilal Oswal Large Cap Fund Direct Plan?
What is the asset allocation of Motilal Oswal Large Cap Fund Direct Plan Growth?
What has been the performance of Motilal Oswal Large Cap Fund Direct Growth returns?
Does Motilal Oswal Large Cap Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Motilal Oswal Large Cap Fund Direct Plan Growth?
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How can I redeem my investment in Motilal Oswal Large Cap Fund Direct Plan?