Motilal Oswal Large Cap Regular Plan Growth

Category: Equity: Large Cap
Launch Date: 06-02-2024
Asset Class:
Benchmark: NIFTY 100 TRI
Expense Ratio: 2.09% As on (31-01-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,592 Cr As on (31-12-2024)
Turn over: 11%
NAV as on 25-02-2025

12.3651

-0 (-0.0226%)

CAGR Since Inception

23.81%

NIFTY 100 TRI 16.81%

PERFORMANCE of Motilal Oswal Large Cap Regular Plan Growth

Scheme Performance (%)

Data as on - 25-02-2025

Yearly Performance (%)

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.

NAV & Lumpsum details( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value
Returns
(%)
12-02-2024 9.9053 10095.6054 100000 0.0 %
12-03-2024 10.2153 - 103130 3.13 %
12-04-2024 10.5145 - 106150 6.15 %
13-05-2024 10.4888 - 105891 5.89 %
12-06-2024 11.35 - 114585 14.59 %
12-07-2024 12.2371 - 123541 23.54 %
12-08-2024 12.0633 - 121786 21.79 %
12-09-2024 12.8972 - 130205 30.2 %
14-10-2024 12.965 - 130890 30.89 %
12-11-2024 12.4887 - 126081 26.08 %
12-12-2024 13.2608 - 133876 33.88 %
13-01-2025 12.6308 - 127516 27.52 %
12-02-2025 12.5799 - 127002 27.0 %
25-02-2025 12.3651 - 124833 24.83 %

RETURNS CALCULATOR for Motilal Oswal Large Cap Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

Riskometer

riskometer

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 - - - - - -

PEER COMPARISION of Motilal Oswal Large Cap Regular Plan Growth

Amount :
Start :
End :
Period
Data as on - 25-02-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 20.27 0.0 0.0 0.0 0.0
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 10.73 21.97 16.66 14.07 10.04
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 6.28 17.59 12.57 15.16 12.16
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 6.21 19.88 0.0 0.0 0.0
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 5.51 15.02 12.6 15.26 11.34
UTI Large Cap Fund - Regular Plan - Growth Option 18-10-1986 4.94 15.16 10.41 14.17 10.32
Franklin India Bluechip Fund-Growth 01-12-1993 4.46 16.4 11.3 14.73 9.94
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 4.25 13.73 10.49 13.5 11.85
ICICI Prudential Bluechip Fund - Growth 05-05-2008 4.1 20.35 15.8 17.94 12.57
Kotak Bluechip Fund - Growth 29-12-1998 4.04 16.28 12.71 15.23 11.12

PORTFOLIO ANALYSIS of Motilal Oswal Large Cap Regular Plan Growth

Asset Allocation (%)

Allocation Percentage (%)

Market Cap Distribution

Small Cap

7.91%

Others

1.65%

Large Cap

87.46%

Mid Cap

2.95%

Total

100%