Motilal Oswal Large Cap Regular Plan IDCW
Category: Equity: Large Cap
Launch Date: 06-02-2024
AUM:
₹ 2,868.27 Cr
Expense Ratio
1.97%
Benchmark
NIFTY 100 TRI
ISIN
INF247L01CC7
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Large Cap Regular Plan IDCW | 2.39 | - | - |
| NIFTY 100 TRI | 2.86 | 13.36 | 12.24 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
12.0154
Last change
-0.06 (-0.5302%)
Fund Size (AUM)
₹ 2,868.27 Cr
Performance
14.49% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.44 |
| RELIANCE INDUSTRIES LIMITED EQ | 7.5 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.06 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.61 |
| INFOSYS LIMITED EQ FV RS 5 | 3.61 |
| NIFTY April 2026 Future | 3.42 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.42 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.41 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.63 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 2.3 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 35.23 |
| Information Technology | 10.49 |
| Oil, Gas & Consumable Fuels | 7.5 |
| Telecommunication | 6.21 |
| Automobile and Auto Components | 5.21 |
| Construction | 4.21 |
| Consumer Services | 3.87 |
| Consumer Durables | 3.49 |
| Power | 3.44 |
| Healthcare | 3.42 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Large Cap Reg IDCW | 0.0 |
| BANK OF INDIA Large Cap Fund Reg Plan Gr | 0.0 |
| Quant Large Cap Fund Reg Gr | 0.0 |
| Groww Largecap Gr | 11.16 |
| Bandhan Large Cap Reg Gr | 13.0 |
| Taurus Large Cap Reg Gr | 11.88 |
| Invesco India Large Cap Gr | 13.87 |
| JM Large Cap Gr | 12.54 |
| Nippon India Large Cap Fund Gr Gr | 16.84 |
| SBI Large Cap FUND Reg PLAN Gr | 12.35 |