3 Year Returns
N/A
NAV (₹)
12.2518
1 Day NAV Change
-0.16%
No chart data available for this period.
Fund Details
| Min. SIP Amount | ₹ 500 |
| Min. Lumpsum Amount | ₹ 500 |
| AUM | ₹ 3219.88 Cr |
| Expense Ratio | 2.1% |
| Lock-in Period | No Lock-in Period |
| Inception Date | 06 Feb 2024 |
| Fund Age | 2 Yrs |
Exit Load
1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment.
Fund’s 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.
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Scheme’s Historical Return
1 Month Return0.15%
3 Month Return6.07%
6 Month Return-0.72%
1 Year Return0.08%
Asset Allocation
AUM
₹1,33,309.00 Cr
Cash Holdings
21.45%
Equity
70.84%
Cash
21.45%
Debt
1.71%
Other
6%
Sector Holdings
Last Updated: 31 Jul 2026| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Banks | 25.84% | ₹ 831.915 | |
| Others | 17.92% | ₹ 576.927 | |
| Finance | 10.75% | ₹ 346.096 | |
| IT - Software | 8.93% | ₹ 287.404 | |
| Refineries | 6.90% | ₹ 222.069 | |
| Telecom-Service | 4.83% | ₹ 155.392 | |
| Automobile | 4.19% | ₹ 134.948 | |
| Infrastructure Developers & Operators | 4.12% | ₹ 132.55 | |
| Power Generation & Distribution | 3.54% | ₹ 113.933 | |
| Pharmaceuticals | 2.93% | ₹ 94.402 |
Stock Holdings
Last Updated: 31 Jul 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| HDFC Bank | 9.06% | ₹ 291.779 | Banks | |
| ICICI Bank | 7.49% | ₹ 241.147 | Banks | |
| Reliance Industr | 6.50% | ₹ 209.248 | Refineries | |
| Nifty Future | 5.31% | ₹ 170.863 | Derivatives - Index | |
| Bharti Airtel | 4.55% | ₹ 146.421 | Telecom-Service | |
| Larsen & Toubro | 3.43% | ₹ 110.289 | Infrastructure Developers & Operators | |
| SBI | 3.19% | ₹ 102.74 | Banks | |
| Infosys | 3.16% | ₹ 101.709 | IT - Software | |
| Axis Bank | 2.48% | ₹ 79.918 | Banks | |
| Bajaj Finance | 2.30% | ₹ 74.178 | Finance |
Fund Manager Details
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010. M.Com from Mumbai University and Advanced Diploma in Business Administration from Welingkar, Mumbai
Around 14 years of Experience including 9 years in Mutual Fund industry BOI AXA Investment Managers Private Limited ( April 2010 To Present) B&K Securities ( January 2008 To April 2010) Infosys (June 2005 To December 2007) MBA, Bachelor of Engineering
Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund's management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development. Bachelors of Commerce
Atul has over 15 years of overall experience. Motilal Oswal Asset Management Company Ltd - Senior Vice President - Fund Manager - PMS and AIFs. (2013 - 2023) Edelweiss Capital Ltd - Research Analyst (2008-13) CFA Charterholder, CFA Institute, Charlottesville, Virginia, USA Masters in commerce; Mumbai University Bachelor's in commerce, Mumbai University, HR College of Commerce and Economics
Risk-O-Meter
Very High Risk
Investors understand that their principal will be at Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Motilal Oswal Mutual Fund
Funds Managed
89
Assets Managed
₹ 1,53,489.01 Cr
Contact Details
Registered Address
Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Managing Director
Prateek Agrawal
Chief Executive Officer
Prateek Agrawal
Compliance Officer
Ms. Aparna Karmase
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
You can withdraw your investment from Motilal Oswal Large Cap Fund - Regular (IDCW) through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for Motilal Oswal Large Cap Fund - Regular (IDCW) is ₹ 500 for Lumpsum and ₹ 500 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
Motilal Oswal Large Cap Fund - Regular (IDCW) has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of Motilal Oswal Large Cap Fund - Regular (IDCW) over the past three years is N/A.
The current NAV of Motilal Oswal Large Cap Fund - Regular (IDCW) is 12.2518.
The Expense ratio of Motilal Oswal Large Cap Fund - Regular (IDCW) is 2.1%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the Motilal Oswal Large Cap Fund - Regular (IDCW) fund is ₹ 3219.88 Cr. It represents the total assets held and managed by the fund.
The exit load for Motilal Oswal Large Cap Fund - Regular (IDCW) is 1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment..
The fund managers of the Motilal Oswal Large Cap Fund - Regular (IDCW) are Swapnil Mayekar, Ajay Khandelwal, Rakesh Shetty, Atul Mehra. However, with management's discretion, the fund manager could also change during the tenure.
Motilal Oswal Large Cap Fund - Regular (IDCW) was launched on 06 Feb 2024. Since then, the fund has formed an NAV (Net Asset Value) of 12.2518.
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