Motilal Oswal Large Cap Fund Regular Growth

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Equity
Large-Cap
Rating N.A.
Plan

13.75 +0.17 (1.27%) NAV as on 20 Jun, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)2327.02
CAGR 18.16%
Exit Load1.00%
Expense ratio2.01%
CategoryEquity
Min Investment500
Min SIP500
Launch Date2024-02-06

Asset Allocation

Holdings As On - 23 June 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

Hdfc Bank
232.42
9.99%

Icici Bank
173.50
7.46%

Reliance Industries
163.41
7.02%

Infosys
93.77
4.03%

Bharti Airtel
89.57
3.85%

Larsen And Toubro
73.51
3.16%

State Bank Of India
64.99
2.79%

Axis Bank
63.79
2.74%

Itc
62.71
2.69%

Peer Comparison

Fund Name
Baroda BNP Paribas Large Cap Fund Regular Plan Growth2.79%
Bandhan Large Cap Fund Growth5.84%
Tata Large Cap Fund Growth2.48%
HSBC Large Cap Fund Growth3.25%
Motilal Oswal Large Cap Fund Regular Growth18.16%

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 2327.02 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 2.01%. 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 Medium & Exceptional respectively.

The top holdings of the fund include Hdfc Bank, Icici Bank, Reliance Industries & Infosys.

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

Some of the similar funds are Baroda BNP Paribas Large Cap Fund Regular Plan Growth, Bandhan Large Cap Fund Growth, Tata Large Cap Fund Growth, HSBC Large Cap Fund 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%.