Motilal Oswal Large Cap Regular Plan Growth

Fund House: Motilal Oswal Mutual Fund

Category: Equity: Large Cap

Status: Open Ended Schemes

Launch Date: 06-02-2024

Minimum Investment: 500.0

Asset Class:

Minimum Topup: 500.0

Benchmark: NIFTY 100 TRI

Total Assets: 3066.19 As on (31-12-2025)

Expense Ratio: 1.96% As on (31-12-2025)

Turn over: 81.00% | Exit Load: 1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.

NAV as on 16-01-2026

13.9816

0.038

CAGR Since Inception

19.57%

NIFTY 100 TRI 0.05%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Large Cap Regular Plan Growth 8.67 - - - 19.57
NIFTY 100 TRI 10.94 14.54 13.8 14.63 0.05
Equity: Large Cap 8.65 15.12 13.34 13.44 13.11

Funds Manager

RETURNS CALCULATORS for Motilal Oswal Large Cap Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Motilal Oswal Large Cap Regular Plan Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Motilal Oswal Large Cap Regular Plan Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Motilal Oswal Large Cap Reg Gr 06-02-2024 8.67 0.0 0.0 0.0 0.0
ICICI Pru Large Cap Fund Gr 05-05-2008 11.42 11.93 17.86 16.54 15.51
BAJAJ FINSERV LARGE CAP FUND Reg Gr 20-08-2024 11.21 0.0 0.0 0.0 0.0
WhiteOak Capital Large Cap Fund Reg Gr 01-12-2022 11.21 13.32 17.67 0.0 0.0
Bandhan Large Cap Reg Gr 09-06-2006 11.13 11.25 17.59 13.87 14.06
SBI Large Cap FUND Reg PLAN Gr 01-02-2006 10.93 10.44 14.8 13.82 13.53
Franklin India Large Cap Fund Gr 01-12-1993 10.79 11.43 15.36 13.24 12.52
Mirae Asset Large Cap Gr 01-04-2008 10.59 9.86 13.51 12.51 14.36
Mahindra Manulife Large Cap Fund Reg Gr 08-03-2019 10.38 9.98 14.48 13.31 0.0
Groww Largecap Gr 10-02-2012 10.37 8.26 13.94 12.03 12.23

Asset Allocation (%)

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 - - - - - -