• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Large Cap Fund (Growth)
Motilal Oswal Mutual Fund

Motilal Oswal Large Cap Fund (Growth)

EquityLarge Cap

12.1343

NAV (Jul 25)

21.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.1343

NAV (Jul 25)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
21.3%
6 Month CAGR
NA

Scheme Information

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

Expense Ratio
2.22
Launched (0y ago)
Feb 06, 2024
AUM in Crores
994.030
ISIN
INF247L01CB9
Lock-in
No Lock-in
Benchmark
Nifty 100 TRI TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Atul Mehra

Fund Manager

Niket Shah

Fund Manager

Rakesh Shetty

Fund Manager

Santosh Singh

Fund Manager

Ajay Khandelwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Large Cap Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-07-25

Top Stock Holdings

hdfc bank ltd

7.1%
7.1%

infosys ltd

3.9%
3.9%

reliance industries ltd

3.9%
3.9%

icici bank ltd

3.7%
3.7%

cholamandalam financial holdings ltd

3.7%
3.7%
See all holdings

Allocation by Sector

financial services

30.4%
30.4%

consumer cyclical

13.5%
13.5%

technology

13%
13%

industrials

11.5%
11.5%

basic materials

6.1%
6.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 21,459 cr

₹ 16,283 cr

₹ 24,345 cr

₹ 59,364 cr

₹ 45,470 cr

amc-img

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 57,964 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 26 equity,19 debt and 9 hybrid funds.amc-img
phone-img022-39804263
Fund NameScripbox Opinion
Till Date CAGR

38.5%

24.6%

24%

25.7%

4.6%

4.2%

12.9%

23.9%

4.6%

3.4%

Motilal Oswal Large Cap Fund (G) Review

Motilal Oswal Large Cap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 21.6% over a period of 0 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Ajay Khandelwal, Atul Mehra, Niket Shah, Rakesh Shetty, Santosh Singh.

Nav of Motilal Oswal Large Cap Fund (G) as of 7/25/2024 is ₹12.13 with the total AUM as of 7/26/2024 is ₹994.03. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Large Cap Fund (G) was launched on Feb 06, 2024. The category risk of the fund is Very High Risk.

The minimum SIP amount for Motilal Oswal Large Cap Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Motilal Oswal Large Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 100 TRI TR INR.

Motilal Oswal Large Cap Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Large Cap Fund (G).

Frequently Asked Questions

What is Motilal Oswal Large Cap Fund (G)?

Motilal Oswal Large Cap Fund (G) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Motilal Oswal Large Cap Fund (G)?

You can invest in Motilal Oswal Large Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Motilal Oswal Large Cap Fund (G)?

The minimum sip amount for Motilal Oswal Large Cap Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Motilal Oswal Large Cap Fund (G) good to invest in?

As per Scripbox experts, Motilal Oswal Large Cap Fund (G) is a Not Reviewed Yet fund. You can investMotilal Oswal Large Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Motilal Oswal Large Cap Fund (G)?

The expense ratio of the Motilal Oswal Large Cap Fund (G) is 2.22% for regular plan.