Motilal Oswal Large Cap Fund · Regular · Growth
NAV
₹13.4585
as of 17 Jun 2026
Expense Ratio
1.93%
AUM
₹3,091 Cr
Lumpsum returns (CAGR)
- 1Y
- -1.35%
- 3Y
- —
- 5Y
- —
- Since Inception
- +13.41%
SIP returns (XIRR)
- 1Y
- -2.27%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.39%
Beat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹14,168
Benchmark
₹13,991
+₹177 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹14,000
Invested
₹14,168
Value today
1.0%
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
₹1,290
Value today
11.5%
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
₹6,74,444
Value today
-12.8%
vs lumpsum
Direct lumpsum would have beaten STP by 12.8% — but STP reduced timing risk
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.23
Sharpe Ratio
-0.02
Alpha
0.50
Beta
-0.23
Sortino
14.29%
Std Dev
-16.05%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Banks25.00%
- IT - Software8.00%
- Finance8.00%
- Petroleum Products7.00%
- Telecom - Services6.00%
- Construction4.00%
- Automobiles4.00%
- Pharmaceuticals & Biotechnology3.00%
- Power3.00%
- Consumer Durables3.00%
- Leisure Services2.00%
- Transport Services2.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Motilal Oswal Large Cap Direct Plan IDCW
- 1Hdfc Bank Limited9.25%
- 2Reliance Industries Limited7.22%
- 3Icici Bank Limited6.69%
- 4Bharti Airtel Limited4.42%
- 5Larsen & Toubro Limited3.54%
- 6State Bank Of India3.37%
- 7Infosys Limited3.35%
- 8Nifty May 2026 Future3.32%
- 9Axis Bank Limited2.60%
- 10Collateralized Borrowing & Lending Obligation2.44%
Investment Objective
Motilal Oswal Large Cap Fund · Regular · 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 Fund · Regular · 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