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AMFI Registered Mutual Fund Distributor
AMFI Registered Mutual Fund Distributor
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  • Motilal Oswal Large Cap Regular Plan Growth
Motilal Oswal Large Cap Regular Plan Growth

Category: Equity: Large Cap

Launch Date: 06-02-2024

Riskometer: Very High

NAV as on 07-05-2025

₹ 13.2717

₹ 0.05 ( 0.3639%)

CAGR Since Inception

26.78%

NIFTY 100 TRI 17.07%

Asset Class

Status

Open Ended Schemes

Fund Managers

Ajay Khandelwal, Niket Shah, Ankush Sood, Santosh Singh, Rakesh Shetty, Atul Mehra

Investment Objective

The scheme seeks 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.

Benchmark

NIFTY 100 TRI

Expense Ratio

2.04% As on (30-04-2025)

Minimum Investment | Top up

500.0 | 500.0

Total Assets

1,911.99 Cr As on (31-03-2025)

PERFORMANCE of Motilal Oswal Large Cap Regular Plan Growth
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 07-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Large Cap Regular Plan Growth 26.28 - - - 26.78
NIFTY 100 TRI 8.94 15.38 22.94 13.25 17.07
Equity: Large Cap 8.4 16.32 21.86 12.31 13.47
Nav Movement
RETURNS CALCULATOR for Motilal Oswal Large Cap Regular Plan Growth
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Motilal Oswal Large Cap Regular Plan Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Large Cap Regular Plan Growth - - - - - -
Equity: Large Cap - - - - - -
Peer Comparison
Scheme Name 5Y (%)
Motilal Oswal Large Cap Reg Gr 0.0
DSP Large Cap Fund Reg Gr 22.9
Canara Robeco Bluechip Equity Reg Gr 21.79
WhiteOak Capital Large Cap Fund Reg Gr 0.0
Franklin India BlueChip Gr 22.34
ABSL Frontline Equity Gr 23.48
Kotak Bluechip Gr 23.07
Mirae Asset Large Cap Gr 21.21
ICICI Pru BlueChip Gr 25.65
Bandhan Large Cap Reg Gr 21.87
Asset Allocation
Sectors
Sector Holdings (%)
Financial Services 36.62
Information Technology 13.29
Oil, Gas & Consumable Fuels 8.18
Automobile and Auto Components 5.99
Fast Moving Consumer Goods 5.91
Power 4.08
Consumer Services 3.79
Telecommunication 3.61
Construction 3.18
Healthcare 2.82
Portfolio Holdings
Company Holdings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/- 9.84
ICICI BANK LIMITED EQ NEW FV RS. 2/- 7.17
RELIANCE INDUSTRIES LIMITED EQ 6.64
INFOSYS LIMITED EQ FV RS 5 4.42
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 3.61
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- 3.39
BAJAJ HOLDINGS AND INVESTMENT LTD. EQ 3.25
CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED EQ NEW FV RE. 1/- 3.19
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 3.18
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- 3.01
About

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Risk Factors : Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in the future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structures (TER) applicable at the time of making the investment before finalizing any investment decision for Mutual Fund schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure for Commission earnings is made to clients at the time of investments. The option of Direct Plan for every Mutual Fund Scheme is available to investors, offering the advantage of a lower expense ratio. We are not entitled to earn any commission on Direct Plans; hence, we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN-270604 | Initial Registration Date - 12 Jun 2023 | Validity - 11 Jun 2026

Grievance Officer : B S Kumaresh | support@freedomlifex.com


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