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Motilal Oswal Large Cap Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Large Cap Fund
Fund House : Motilal Oswal Mutual Fund
  • NAV
    : ₹ 14.2275 -0.16%
    (as on 13th October, 2025)
Crisil Rating

Not Rated

Rank not available for the fund
Fund Size
: ₹ 2701.24 Cr
(0.69% of Investment in Category)
 Expense Ratio
: 0.8%
(0.84% Category average)
Risk-O-Meter
Very High Risk

The fund has 97.71% investment in domestic equities of which 61.2% is in Large Cap stocks, 3.2% is in Mid Cap stocks, 4.94% in Small Cap stocks.

Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.

This Scheme
VS
  • Benchmark
    Nifty 100 TRI
  • NA
  • NA
  • Gold
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Returns (NAV as on 13th October, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 06-Oct-25 10047.40 0.47% - 0.48% 13/33
1 Month 12-Sep-25 9967.60 -0.32% - 0.32% 31/33
3 Month 11-Jul-25 9942.40 -0.58% - 0.68% 30/33
6 Month 11-Apr-25 11280.70 12.81% - 11.31% 8/33
YTD 01-Jan-25 10647.30 6.47% - 5.48% 4/32
1 Year 11-Oct-24 10911.50 9.12% 9.06% 0.98% 1/32
Since Inception 06-Feb-24 14227.50 42.27% 23.28% 13.80% 1/32
Returns Calculator Detailed Returns Analysis

SIP Returns (NAV as on 13th October, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 11-Oct-24 12000 12849.69 7.08 % 13.34 %
SIP Calculator Detailed Returns Analysis
 

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Portfolio (Updated on 31st Aug,2025)

Portfolio Turnover Ratio : 65.00%  |   Category average turnover ratio is 8.15%  
Fund manager updated portfolio more frequently than peers in last 1 year. (I.e. fund manager held stocks/bonds in the portfolio for shorter duration than peers)
Equity Holding : 97.71% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 97.71%
No of Stocks : 52 (Category Avg - 52.15) | Large Cap Investments : 61.2%| Mid Cap Investments : 3.2% | Small Cap Investments : 4.94% | Other : 28.36%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
HDFC Bank Ltd. Private sector bank 2626.4 9.72% 0.15% 10% (Feb 2025) 8.15% (Sep 2024) 27.60 L 15.10 L
ICICI Bank Ltd. Private sector bank 1956.9 7.24% 0.11% 7.46% (May 2025) 5.83% (Sep 2024) 14.00 L 1.30 L
Reliance Industries Ltd. Refineries & marketing 1832.2 6.78% -0.07% 7.02% (May 2025) 6.11% (Dec 2024) 13.50 L 50.00 k
Bharti Airtel Ltd. Telecom - cellular & fixed line services 1402.4 5.19% 1.69% 5.19% (Aug 2025) 2.61% (Sep 2024) 7.43 L 2.60 L
Infosys Ltd. Computers - software & consulting 1028.7 3.81% -0.20% 5.36% (Jan 2025) 3.81% (Aug 2025) 7.00 L 0.00
Larsen & Toubro Ltd. Civil construction 864.2 3.20% 0.44% 3.27% (Nov 2024) 2.7% (Sep 2024) 2.40 L 40.00 k
State Bank Of India Public sector bank 740.2 2.74% -0.05% 3.24% (Nov 2024) 2.52% (Sep 2024) 9.22 L 0.00
ITC Limited Diversified fmcg 737.6 2.73% 0.39% 3.06% (Jan 2025) 0% (Sep 2024) 18.00 L 3.00 L
Tata Consultancy Services Ltd. Computers - software & consulting 678.6 2.51% -0.02% 3.17% (Jan 2025) 2.39% (Dec 2024) 2.20 L 0.00
Mahindra & Mahindra Ltd. Passenger cars & utility vehicles 623.9 2.31% -0.06% 2.92% (Nov 2024) 2.31% (Feb 2025) 1.95 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Detailed Portfolio Analysis
Name Type of Instrument Weight (%)
TREPS TREPS 1.83%
Net Receivables Net Receivables 0.46%
Detailed Portfolio Analysis

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 01st January, 1970)

    No data available. Ratios are only available for the funds which are 3 years old.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
WhiteOak Capital Large Cap Fund - Direct Plan - Growth NA 1046.93 0.73 1.99 13.37 4.11 0.00
Nippon India Large Cap Fund - Direct Plan - Growth 5 46463.11 -0.01 1.68 14.32 3.84 21.55
ICICI Prudential Large Cap Fund - Direct Plan - Growth 5 73034.52 0.48 1.31 11.95 3.09 20.16
Mirae Asset Large Cap Fund - Direct Plan - Growth 2 39615.50 0.01 1.00 12.66 2.85 15.38
PGIM India Large Cap Fund - Direct Plan - Growth 3 592.77 -0.03 1.56 11.91 2.69 15.48
DSP Large Cap Fund - Direct Plan - Growth 5 6620.66 0.32 0.38 9.15 2.55 20.01
Canara Robeco Large Cap Fund - Direct Plan - Growth 4 16514.67 0.33 0.77 11.07 2.45 17.95
Kotak Large Cap Fund - Direct Plan - Growth 4 10426.76 0.57 0.90 12.61 2.17 17.95
Invesco India Largecap Fund - Direct Plan - Growth 4 1606.01 0.30 1.59 15.23 2.08 20.12
Bandhan Large Cap Fund - Direct Plan - Growth 4 1916.18 1.16 2.54 14.09 1.89 19.11

More Funds from Motilal Oswal Mutual Fund

Out of 48 mutual fund schemes offered by this AMC, 6 is/are ranked 5 * , 1 is/are ranked 3 * , 1 is/are ranked 1 * , and 40 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Motilal Oswal Midcap Fund - Direct Plan - Growth 5 34748.89 -1.03 1.91 18.32 -3.56 27.94
Motilal Oswal Large and Midcap Fund - Direct Plan - Growth 5 13777.98 1.79 3.07 25.79 1.83 30.71
Motilal Oswal Flexi Cap Fund - Direct Plan - Growth 5 13553.82 -0.90 0.41 15.38 -0.96 24.14
Motilal Oswal Nasdaq 100 Fund of Fund - Direct Plan - Growth NA 6089.46 12.83 22.15 39.72 40.23 37.45
Motilal Oswal Small Cap Fund - Direct Plan - Growth NA 5268.43 2.05 0.80 17.15 2.72 0.00
Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth 5 4376.90 0.58 -0.12 21.15 -4.23 27.93
Motilal Oswal Multi Cap Fund - Direct Plan - Growth NA 4310.07 -1.60 1.03 18.69 10.64 0.00
Motilal Oswal S&P 500 Index Fund - Direct Plan Growth NA 3886.69 0.05 8.36 26.04 19.19 26.01
Motilal Oswal Nifty India Defence Index Fund - Direct Plan - Growth NA 3703.30 -0.42 -5.82 27.71 19.25 0.00
Motilal Oswal Large Cap Fund - Direct Plan - Growth NA 2701.24 -0.32 -0.58 12.81 9.06 0.00
All funds

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