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Motilal Oswal Large Cap Regular Plan IDCW

Category: Equity: Large Cap Launch Date: 06-02-2024
AUM:

₹ 3,170.75 Cr

Expense Ratio

1.97%

Benchmark

NIFTY 100 TRI

ISIN

INF247L01CC7

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 IDCW -4.08 - -
NIFTY 100 TRI -2.26 10.9 10.1
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
11.6028
Last change
-0.03 (-0.293%)
Fund Size (AUM)
₹ 3,170.75 Cr
Performance
12.26% (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/- 9.25
RELIANCE INDUSTRIES LIMITED EQ 7.22
ICICI BANK LIMITED EQ NEW FV RS. 2/- 6.69
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 4.42
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 3.54
STATE BANK OF INDIA EQ NEW RE. 1/- 3.37
INFOSYS LIMITED EQ FV RS 5 3.35
NIFTY May 2026 Future 3.32
AXIS BANK LIMITED EQ NE FV RS. 2/- 2.6
CBLO/REPO 2.44

Sector Allocation

Sector Holdings (%)
Financial Services 36.43
Information Technology 10.08
Oil, Gas & Consumable Fuels 7.22
Telecommunication 5.84
Automobile and Auto Components 5.13
Construction 4.52
Consumer Services 4.11
Services 3.91
Consumer Durables 3.78
Power 3.72

Peer Comparison

Scheme Name 5Y (%)
Motilal Oswal Large Cap Reg IDCW 0.0