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Large Capregulargrowth📊 NIFTY 100 TRI INDEX

Motilal Oswal Large Cap Regular Plan Growth

Motilal Oswal Mutual Fund

#29 of 35 (1Y)

₹13.1261

0.16 (-1.24%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹13.1261

0.16 (-1.24%)

29 May 2026

AMFI: 152352

Direct · Growth

₹₹13.5181

0.17 (-1.23%)

29 May 2026

AMFI: 152354

Regular · IDCW

₹₹11.6916

0.15 (-1.24%)

29 May 2026

AMFI: 152353

Direct · IDCW

₹₹12.1848

0.15 (-1.23%)

29 May 2026

AMFI: 152351

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.69%
1 Month-2.83%
3 Months-6.34%
6 Months-9.10%
1 Year-4.18%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Feb 2024)+12.45%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-7.75%
3 Year SIP
5 Year SIP
Since Inception (Feb 2024)+3.07%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹13,500

Invested

₹14,092

Value today

3.8%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,329

Value today

13.2%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,94,246

Value today

-12.9%

vs lumpsum

Direct lumpsum would have beaten STP by 12.9% — but STP reduced timing risk

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹14,092

Benchmark

₹13,479

+₹613 extra wealth vs the benchmark index

Backtest this SIP yourself

Direct vs Regular — ₹500/month over 2 years

Expense ratio drag on your actual returns

Direct plan

₹12,973

Regular plan

₹12,801

Direct earns ₹172 more on a ₹12K investment0.72% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseMotilal Oswal Mutual Fund
CategoryLarge Cap
Plan Typeregular
Optiongrowth
AUM₹3,091 Cr
Expense Ratio1.93%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 100 TRI INDEX ✓
Launch Date06 Feb 2024
AMFI Code152352

Risk Metrics

Trailing 1 year, annualised

-0.25

Sharpe Ratio

-0.00

Alpha

0.45

Beta

-0.24

Sortino

14.17%

Std Dev

-16.05%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

HDFC Bank Limited

INE040A01034

9.44%

Reliance Industries Limited

INE002A01018

7.50%

ICICI Bank Limited

INE090A01021

7.06%

Bharti Airtel Limited

INE397D01024

4.61%

Infosys Limited

INE009A01021

3.61%

Larsen & Toubro Limited

INE018A01030

3.42%

State Bank of India

INE062A01020

3.41%

Axis Bank Limited

INE238A01034

2.63%

Tata Consultancy Services Limited

INE467B01029

2.30%

Mahindra & Mahindra Limited

INE101A01026

2.21%

Kotak Mahindra Bank Limited

INE237A01036

2.16%

JB Chemicals & Pharmaceuticals Limited

INE572A01036

1.89%

Bajaj Finance Limited

INE296A01032

1.82%

Power Grid Corporation of India Limited

INE752E01010

1.75%

CG Power and Industrial Solutions Limited

INE067A01029

1.73%

NTPC Limited

INE733E01010

1.69%

Maruti Suzuki India Limited

INE585B01010

1.63%

Tata Capital Limited

INE976I01016

1.61%

Indus Towers Limited

INE121J01017

1.60%

Sun Pharmaceutical Industries Limited

INE044A01036

1.53%

Power Finance Corporation Limited

INE134E01011

1.46%

Titan Company Limited

INE280A01028

1.38%

Whirlpool of India Limited

INE716A01013

1.38%

Samvardhana Motherson International Limited

INE775A01035

1.37%

SBI Life Insurance Company Limited

INE123W01016

1.36%

GNG Electronics Ltd

INE18JU01028

1.28%

Brigade Hotel Ventures Limited

INE03NU01014

1.26%

Grasim Industries Limited

INE047A01021

1.25%

Shadowfax Technologies Limited

INE12UN01015

1.21%

Cholamandalam Financial Holdings Limited

INE149A01033

1.19%

DLF Limited

INE271C01023

1.14%

ICICI Prudential Asset Management Company Limited

INE346A01027

1.14%

InterGlobe Aviation Limited

INE646L01027

1.10%

Varun Beverages Limited

INE200M01039

1.07%

Tech Mahindra Limited

INE669C01036

1.07%

Privi Speciality Chemicals Limited

INE959A01019

1.07%

Bajaj Holdings & Investment Limited

INE118A01012

1.07%

Flair Writing Industries Limited

INE00Y201027

1.04%

Eternal Limited

INE758T01015

1.04%

Indiqube Spaces Limited

INE06ST01018

1.02%

ITC Limited

INE154A01025

1.00%

Restaurant Brands Asia Limited

INE07T201019

1.00%

Sagility Limited

INE0W2G01015

0.97%

Sambhv Steel Tubes Ltd

INE12NJ01018

0.91%

Aptus Value Housing Finance India Limited

INE852O01025

0.88%

LTIMindtree Limited

INE214T01019

0.82%

Solarworld Energy Solutions Limited

INE0TY101024

0.79%

Euro Pratik Sales Ltd.

INE198501012

0.73%

Trent Limited

INE849A01020

0.57%

Fractal Analytics Ltd

INE212S01015

0.44%

Performance Comparison

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Investment Objective

Motilal Oswal Large Cap Regular Plan Growth aims to generate long-term capital appreciation by investing predominantly in large-cap companies — typically the top 100 stocks by market capitalisation. The fund seeks to provide investors with relatively stable equity returns through exposure to well-established businesses with proven track records.

About This Fund

Motilal Oswal Large Cap Regular Plan Growth is a Large Cap mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹3,091 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 100 TRI INDEX. The current expense ratio is 1.93%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations