Motilal Oswal Large Cap Fund Regular Growth

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Equity
Large-Cap
Rating N.A.
Plan

14.14 -0.07 (-0.52%) NAV as on 16 Dec, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)3033.58
CAGR 5.89%
Exit Load1.00%
Expense ratio1.97%
CategoryEquity
Min Investment500
Min SIP500
Launch Date2024-02-06

Asset Allocation

Holdings As On - 17 December 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

HDFC Bank
292.21
9.63%

Reliance Industries
219.45
7.23%

ICICI Bank
194.44
6.41%

Bharti Airtel
156.05
5.14%

Infosys
140.41
4.63%

Larsen and Toubro
97.68
3.22%

State Bank of India
90.31
2.98%

Mahindra And Mahindra
73.27
2.42%

ITC
72.77
2.40%

Peer Comparison

Fund Name
DSP Large Cap Fund Regular Plan Growth4.08%
Tata Large Cap Fund Growth3.34%
Sundaram Large Cap Fund Reg Gr0.93%
Quant Large Cap Fund Regular Growth-0.36%
Motilal Oswal Large Cap Fund Regular Growth5.89%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.00
Std Deviation 0.00%
Tracking Error 0.00%

About Fund

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

The Motilal Oswal Large Cap Fund Regular Growth has an AUM of 3033.58 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.97%. The minimum investment in Motilal Oswal Large Cap Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & Moderate respectively.

The top holdings of the fund include HDFC Bank, Reliance Industries, ICICI Bank & Bharti Airtel.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Construction Services.

Some of the similar funds are DSP Large Cap Fund Regular Plan Growth, Tata Large Cap Fund Growth, Sundaram Large Cap Fund Reg Gr, Quant Large Cap Fund Regular Growth, Motilal Oswal Large Cap Fund Regular Growth. Motilal Oswal Large Cap Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.