Motilal Oswal Large Cap Fund – Direct (IDCW)

₹ 500
Min SIP
₹ 500
Min Lumpsum
0.99 %
Expense Ratio
Rating
842
Fund Size (in Cr)
3 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 17 May 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns - - - 8.1%
Category Average 31.2% 17% 16.7% -

Scheme Allocation

By Holding
By Sector
By Asset
4.15%
4.05%
Others
81.17%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 4.15%
HDFC Bank Banks Equity 4.05%
Bharti Hexacom Telecomm-Service Equity 3.66%
St Bk of India Banks Equity 3.51%
Phoenix Mills Realty Equity 3.46%
Axis Bank Banks Equity 3.42%
Bajaj Holdings Finance Equity 3.37%
Tech Mahindra IT - Software Equity 3.33%
Infosys IT - Software Equity 3.3%
Interglobe Aviat Air Transport Service Equity 3.29%
LTIMindtree IT - Software Equity 3.28%
Grasim Inds Textiles Equity 3.26%
Vedant Fashions Retail Equity 3.26%
NTPC Power Generation & Distribution Equity 3.22%
Chola Financial Finance Equity 3.19%
TCS IT - Software Equity 3.18%
Jindal Steel Steel Equity 3.18%
Religare Enterp. Finance Equity 3.08%
Bharat Electron Aerospace & Defence Equity 3.05%
Bharti Airtel Telecomm-Service Equity 3.04%
M & M Automobile Equity 2.99%
Mankind Pharma Pharmaceuticals Equity 2.98%
Maruti Suzuki Automobile Equity 2.97%
Apollo Hospitals Healthcare Equity 2.75%
Varun Beverages FMCG Equity 2.74%
Tata Consumer Plantation & Plantation Products Equity 2.71%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.69%
Reliance Industr Refineries Equity 2.59%
Titan Company Diamond, Gems and Jewellery Equity 2.57%
Kotak Mah. Bank Banks Equity 2.51%
SBI Life Insuran Insurance Equity 2.41%
L T Foods FMCG Equity 1.69%
Banks
16.52%
IT-Software
13.23%
Finance
10.15%
Automobiles
6.72%
Pharmaceuticals & Biotech
3.42%
Others
49.97%
View all Sectors
Sectors Asset
Banks 16.52%
IT-Software 13.23%
Finance 10.15%
Automobiles 6.72%
Pharmaceuticals & Biotech 3.42%
Ferrous Metals 3.37%
Agricultural Food & other 3.34%
Power 3.32%
Aerospace & Defense 3.31%
Transport Services 3.31%
Insurance 3.31%
Beverages 3.31%
Cement & Cement Products 3.3%
Construction 3.3%
Consumer Durables 3.29%
Petroleum Products 3.28%
Telecom-Services 3.28%
Realty 3.26%
Retailing 3.18%
Healthcare Services 3.13%
Cash & Others 0.67%
Equity
98.9%
Net Curr Ass/Net Receivables
1.1%

Advance Ratio

-4.16
Alpha
-
SD
0.39
Beta
-
Sharpe

Exit Load

Exit Load 1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.

Fund 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 Managers

Ajay Khandelwal

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Motilal Oswal Mutual Fund
AUM:
35,484 Cr
Address:
Motilal Oswal Tower,10th flr Rahimtu- llah sayani road opp parel st depot prabhadevi mumbai 4000
Contact:
022-39804263
Email ID:
mfservice@motilaloswal.com

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Frequently Asked Questions

How to invest in Motilal Oswal Large Cap Fund – Direct (IDCW) ?

You can invest in Motilal Oswal Large Cap Fund – Direct (IDCW) in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Motilal Oswal Large Cap Fund – Direct (IDCW) in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Motilal Oswal Large Cap Fund – Direct (IDCW) ?

The NAV of Motilal Oswal Large Cap Fund – Direct (IDCW) is ₹10.8 as of 17 May 2024.

How to redeem Motilal Oswal Large Cap Fund – Direct (IDCW) holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Motilal Oswal Large Cap Fund – Direct (IDCW)?

The minimum SIP amount of Motilal Oswal Large Cap Fund – Direct (IDCW) is ₹500

What are the top sectors Motilal Oswal Large Cap Fund – Direct (IDCW) has invested in?

The top sectors Motilal Oswal Large Cap Fund – Direct (IDCW) has invested in are
  1. Banks - 16.52%
  2. IT-Software - 13.23%
  3. Finance - 10.15%
  4. Automobiles - 6.72%
  5. Pharmaceuticals & Biotech - 3.42%

Can I make investments in both the SIP and Lump Sum schemes of Motilal Oswal Large Cap Fund – Direct (IDCW)?

Yes, You can select both SIP or Lumpsum investment of Motilal Oswal Large Cap Fund – Direct (IDCW) based on your investment objective and risk tolerance.

How much returns have Motilal Oswal Large Cap Fund – Direct (IDCW) generated ?

The Motilal Oswal Large Cap Fund – Direct (IDCW) has delivered 8.1% since inception

What is the expense ratio of Motilal Oswal Large Cap Fund – Direct (IDCW) ?

The expense ratio of Motilal Oswal Large Cap Fund – Direct (IDCW) is 0.99 % as of 17 May 2024.

What is the AUM of Motilal Oswal Large Cap Fund – Direct (IDCW)?

The AUM of Motilal Oswal Large Cap Fund – Direct (IDCW) is ₹35,484 Cr as of 17 May 2024

What are the top stock holdings of Motilal Oswal Large Cap Fund – Direct (IDCW)?

The top stock holdings of Motilal Oswal Large Cap Fund – Direct (IDCW) are
  1. ICICI Bank - 4.15%
  2. HDFC Bank - 4.05%
  3. Bharti Hexacom - 3.66%
  4. St Bk of India - 3.51%
  5. Phoenix Mills - 3.46%

How can I redeem my investments in Motilal Oswal Large Cap Fund – Direct (IDCW)?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Motilal Oswal Large Cap Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
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