Motilal Oswal Large Cap Regular Plan Growth
Category: Equity: Large Cap
Launch Date: 06-02-2024
AUM:
₹ 3,189.13 Cr
Expense Ratio
1.96%
Benchmark
Nifty 100 TRI
ISIN
INF247L01CB9
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Large Cap Regular Plan Growth | -2.17 | - | - |
| NIFTY 100 TRI | -0.3 | 9.87 | 10.63 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
13.6055
Last change
0.14 (1.0319%)
Fund Size (AUM)
₹ 3,189.13 Cr
Performance
13.8% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Mr. Ajay Khandelwal, Mr. Atul Mehra, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.32 |
| RELIANCE INDUSTRIES LIMITED EQ | 6.78 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.77 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.36 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.66 |
| INFOSYS LIMITED EQ FV RS 5 | 3.35 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.09 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.68 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 2.25 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 2.23 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 36.44 |
| Information Technology | 9.86 |
| Oil, Gas & Consumable Fuels | 8.94 |
| Telecommunication | 5.92 |
| Automobile and Auto Components | 5.45 |
| Construction | 4.72 |
| Consumer Services | 4.4 |
| Services | 3.76 |
| Power | 3.57 |
| Consumer Durables | 3.45 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Large Cap Reg Gr | 0.0 |
| Quant Large Cap Fund Gr Reg Plan | 0.0 |
| Bank Of India Large Cap Fund Reg Plan Gr | 10.24 |
| Taurus Large Cap Reg Gr | 11.19 |
| Invesco India Large Cap Gr | 11.94 |
| Tata Large Cap Reg Gr | 10.97 |
| Bajaj FInserv Large Cap Fund Reg Gr | 0.0 |
| Bandhan Large Cap Reg Gr | 11.39 |
| SBI Large Cap Fund Reg Plan Gr | 10.76 |
| WhiteOak Capital Large Cap Fund Reg Gr | 0.0 |