Motilal Oswal Large Cap Regular Plan Growth
Category: Equity: Large Cap
Launch Date: 06-02-2024
Riskometer: Very High
Asset Class
Status
Open Ended Schemes
Fund Managers
Ajay Khandelwal, Niket Shah, Ankush Sood, Santosh Singh, Rakesh Shetty, Atul Mehra
Investment Objective
The scheme seeks 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.
Benchmark
NIFTY 100 TRI
Expense Ratio
2.09% As on (31-01-2025)
Minimum Investment | Top up
500.0 | 500.0
Total Assets
1,684 Cr As on (31-01-2025)
Nav Movement
RETURNS CALCULATOR for Motilal Oswal Large Cap Regular Plan Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Motilal Oswal Large Cap Regular Plan Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Motilal Oswal Large Cap Regular Plan Growth | - | - | - | - | - | - |
| Equity: Large Cap | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Banks | 25.36 |
| IT - Software | 12.8 |
| Finance | 8.93 |
| Petroleum Products | 6.54 |
| Diversified FMCG | 5.11 |
| Automobiles | 4.78 |
| Power | 3.89 |
| Telecom - Services | 3.28 |
| Realty | 3.21 |
| Construction | 3.18 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED | 9.78 |
| ICICI BANK LIMITED | 6.7 |
| RELIANCE INDUSTRIES LIMITED | 6.54 |
| INFOSYS LIMITED | 5.36 |
| BAJAJ HOLDINGS AND INVESTMENT LTD. | 3.43 |
| KOTAK MAHINDRA BANK LIMITED | 3.39 |
| BHARTI AIRTEL LIMITED | 3.28 |
| STATE BANK OF INDIA | 3.21 |
| LARSEN AND TOUBRO LIMITED | 3.18 |
| TATA CONSULTANCY SERVICES LIMITED | 3.17 |