Motilal Oswal Large Cap Regular Plan IDCW
Category: Equity: Large Cap
Launch Date: 06-02-2024
AUM:
₹ 3,146.7 Cr
Expense Ratio
2.13%
Benchmark
Nifty 100 TRI
ISIN
INF247L01CC7
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Atul Mehra, Mr. Ajay Khandelwal, Mr. Rakesh Shetty and Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Large Cap Regular Plan IDCW | -3.49 | - | - |
| NIFTY 100 TRI | -2.71 | 8.76 | 8.1 |
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
11.9776
Last change
-0.01 (-0.0776%)
Fund Size (AUM)
₹ 3,146.7 Cr
Performance
12.3% (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. Atul Mehra, Mr. Ajay Khandelwal, Mr. Rakesh Shetty and Mr. Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.76 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.24 |
| RELIANCE INDUSTRIES LIMITED EQ | 6.49 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.31 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.64 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.22 |
| INFOSYS LIMITED EQ FV RS 5 | 2.82 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.74 |
| TRP_010726 | 2.67 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 2.26 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 35.2 |
| Information Technology | 8.24 |
| Oil, Gas & Consumable Fuels | 7.98 |
| Telecommunication | 5.66 |
| Automobile and Auto Components | 5.49 |
| Consumer Services | 4.72 |
| Construction | 4.62 |
| Healthcare | 3.55 |
| Consumer Durables | 3.53 |
| Services | 3.51 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Large Cap Reg IDCW | 0.0 |
| Taurus Large Cap Reg Gr | 10.18 |
| Quant Large Cap Fund Gr Reg Plan | 0.0 |
| Bank Of India Large Cap Fund Reg Plan Gr | 8.38 |
| Invesco India Large Cap Gr | 10.23 |
| ITI Large Cap Reg Gr | 7.58 |
| Bandhan Large Cap Reg Gr | 9.29 |
| Bajaj Finserv Large Cap Fund Reg Gr | 0.0 |
| Baroda BNP Paribas Large Cap Fund Gr | 9.38 |
| HSBC Large Cap Gr | 8.18 |