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Home Mf Research Motilal Oswal Large Cap Fund Regular Plan Growth
MOTILAL OSWAL MUTUAL FUND

Mutual Fund Research

Motilal Oswal Large Cap Fund - Regular Plan - Growth

MOTILAL OSWAL MUTUAL FUND Equity Equity Large Cap

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,039.30 +3.93%
Two Week 2026-10-19 ₹1,000.00 ₹1,026.28 +2.63%
One Month 2026-10-05 ₹1,000.00 ₹1,035.26 +3.53%
Three Months 2026-08-05 ₹3,000.00 ₹2,998.11 -0.06%
Six Months 2026-05-07 ₹6,000.00 ₹6,025.06 +0.42%
One Year 2025-11-03 ₹12,000.00 ₹11,969.68 -0.25%
Since Inception 2024-02-06 ₹34,000.00 ₹36,077.51 +6.11%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 25.53%
IT - Software 7.26%
Petroleum Products 6.49%
Finance 6.42%
Telecom - Services 5.86%
Consumer Durables 4.97%
Capital Markets 4.62%
Construction 4.40%
Automobiles 3.72%
Power 3.69%
Commercial Services & Supplies 3.57%
Pharmaceuticals & Biotechnology 2.81%
Retailing 2.42%
Industrial Products 2.02%
Diversified FMCG 1.95%
Transport Services 1.82%
Consumable Fuels 1.57%
Realty 1.50%
Cement & Cement Products 1.47%
Leisure Services 1.32%
Insurance 1.28%
Beverages 1.18%
Auto Components 0.96%
Chemicals & Petrochemicals 0.94%
Household Products 0.88%
Electrical Equipment 0.64%
Other 0.43%
Healthcare Equipment & Supplies 0.28%

Top Holdings

Company-wise portfolio exposure

HDFC Bank Limited 9.45%
ICICI Bank Limited 7.59%
Reliance Industries Limited 6.49%
Bharti Airtel Limited 4.46%
Larsen & Toubro Limited 3.60%
State Bank of India 3.28%
Infosys Limited 3.06%
Axis Bank Limited 2.72%
Kotak Mahindra Bank Ltd 2.49%
Tata Consultancy Services Limited 2.17%
Mahindra & Mahindra Limited 2.17%
Bajaj Finance Ltd 2.13%
Indiqube Spaces Limited 2.01%
ITC Limited 1.95%
NTPC Limited 1.88%
Bajaj Holdings & Investment Limited 1.84%
Eternal Limited 1.75%
Sambhv Steel Tubes Ltd 1.63%
ICICI Prudential Asset Management Company Limited 1.61%
Coal India Limited 1.57%
Titan Company Limited 1.57%
Maruti Suzuki India Limited 1.55%
Sun Pharmaceutical Industries Limited 1.55%
KFin Technologies Limited 1.55%
Whirlpool of India Limited 1.52%
Power Grid Corporation of India Limited 1.51%
DLF Limited 1.50%
Grasim Industries Limited 1.47%
Cholamandalam Financial Holdings Limited 1.42%
Indus Towers Limited 1.40%
InterGlobe Aviation Limited 1.36%
Brigade Hotel Ventures Limited 1.32%
SBI Life Insurance Company Limited 1.28%
Torrent Pharmaceuticals Limited 1.26%
Tech Mahindra Limited 1.20%
Varun Beverages Ltd 1.18%
Leap India Private Limited 1.04%
Aptus Value Housing Finance India Limited 1.03%
Foseco India Limited 0.94%
Flair Writing Industries Limited 0.88%
LTM Limited 0.83%
National Stock Exchange Of India Ltd 0.81%
Solarworld Energy Solutions Limited 0.80%
Safari Industries (India) Limited 0.69%
Trent Limited 0.67%
Euro Pratik Sales Ltd. 0.66%
SBI Funds Management Limited 0.65%
CG Power and Industrial Solutions Limited 0.64%
Samvardhana Motherson International Limited 0.61%
Varmora Granito Limited 0.53%
Rentomojo Limited 0.52%
Shiprocket Limited 0.46%
Dhoot Transmission Ltd 0.35%
Juniper Green Energy Limited 0.30%
Molbio Diagnostics Limited 0.28%
Lumino Industries Limited 0.21%
Laser Power and Infra Limited 0.18%
Triparty Repo 0.15%
Net Receivables / (Payables) 0.28%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
14.70%
Return volatility
β
Beta
1
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Taurus Large Cap Fund - Regular Plan - Growth 5.32% 14.53% 10.77%
Quant Large Cap Fund - Regular Plan - Growth 0.45% 12.17% 10.90%
Parag Parikh Large Cap Fund - Regular Plan - Growth 0.00% 0.00% -7.05%
Jioblackrock Large Cap Fund - Regular Plan - Growth 0.00% 0.00% -18.90%
Invesco India Large Cap Fund - Regular Plan - Growth -1.96% 12.44% 11.96%
Bank Of India Large Cap Fund - Regular Plan - Growth -2.78% 10.32% 9.31%
Baroda Bnp Paribas Large Cap Fund - Regular Plan - Growth -3.58% 10.37% 14.88%
Axis Large Cap Fund - Regular Plan - Growth -3.61% 9.16% 11.20%
Bajaj Finserv Large Cap Fund - Regular Plan - Growth -4.05% 0.00% -0.78%
HSBC Large Cap Fund - Regular Plan - Growth -4.29% 9.27% 17.40%

Returns are historical and do not guarantee future performance.

View All Equity Large Cap Funds

Fund Family

Compare schemes from MOTILAL OSWAL MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Motilal Oswal Nasdaq Q 50 ETF - Regular Plan - Growth 39.59% 35.16% 13.23%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth 20.92% 28.69% 20.04%
Motilal Oswal Developed Market Ex US Etfs Overseas Equity Passive FOF - Regular Plan - Growth 20.60% 21.55% 20.61%
Motilal Oswal Focused Fund - Regular Plan - Growth 18.97% 13.08% 13.08%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 16.61% 0.00% 11.63%
Motilal Oswal Nasdaq 100 Fund Of Fund - Regular Plan - Growth 15.69% 33.70% 24.92%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 14.77% 0.00% 11.49%
Motilal Oswal Active Momentum Fund - Regular Plan - Growth 14.09% 0.00% 21.41%
Motilal Oswal Gold And Silver Passive Fund Of Funds - Regular Plan - Growth 12.49% 29.61% 26.46%
Motilal Oswal Special Opportunities Fund - Regular Plan - Growth 12.10% 0.00% 17.03%

Returns are historical and do not guarantee future performance.

View All MOTILAL OSWAL MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.11%
Expense Ratio (Direct)
1.01%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
NIFTY 100 TRI

Exit Load

Charges that may apply when you redeem units

1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme.
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