Motilal Oswal Large Cap Regular Plan IDCW
Category: Equity: Large Cap
Launch Date: 06-02-2024
Asset Class:
Benchmark: NIFTY 100 TRI
Expense Ratio: 1.96% As on ( 31-12-2025)
Status: Open Ended Schemes
Minimum Topup: 500.0
Total Assets: 3,066.19 Cr As on ( 31-12-2025)
Turn over: 11
NAV as on 30-01-2026
12.7281
-0.02 ( -0.1705% )
CAGR Since Inception
17.35%
NIFTY 100 TRI -0.01%
Performance of Motilal Oswal Large Cap Regular Plan IDCW
Fund Managers

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.

Returns Calculator for Motilal Oswal Large Cap Regular Plan IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Large Cap Regular Plan IDCW - - - - - -
Equity: Large Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Large Cap Reg IDCW 06-02-2024 6.27 0.0 0.0 0.0 0.0
BANK OF INDIA Large Cap Fund Reg Plan Gr 24-06-2021 12.29 7.73 17.02 0.0 0.0
WhiteOak Capital Large Cap Fund Reg Gr 01-12-2022 10.58 12.88 17.84 0.0 0.0
Nippon India Large Cap Fund Gr Gr 08-08-2007 10.51 11.51 19.11 19.65 15.33
ICICI Pru Large Cap Fund Gr 05-05-2008 10.35 10.98 17.86 17.46 15.2
Bandhan Large Cap Reg Gr 09-06-2006 10.0 10.38 17.43 14.63 13.64
Kotak Large Cap Fund Gr 29-12-1998 10.0 11.25 15.61 14.88 13.63
Groww Largecap Gr 10-02-2012 9.94 7.92 14.23 13.07 12.01
Mirae Asset Large Cap Gr 01-04-2008 9.93 9.84 13.39 13.24 14.03
Franklin India Large Cap Fund Gr 01-12-1993 9.8 10.93 14.97 13.86 12.1

Asset Allocation (%)

PORTFOLIO ANALYSIS of Motilal Oswal Large Cap Regular Plan IDCW

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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