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Motilal Oswal Large Cap Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Large Cap Fund
Fund House : Motilal Oswal Mutual Fund
  • NAV
    : ₹ 14.0472 -0.71%
    (as on 22nd September, 2025)
Crisil Rating

Not Rated

Rank not available for the fund
Fund Size
: ₹ 2701.24 Cr
(0.69% of Investment in Category)
 Expense Ratio
: 1.98%
(1.98% 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 22nd September, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 15-Sep-25 10041.90 0.42% - 0.74% 31/35
1 Month 22-Aug-25 10064.80 0.65% - 1.36% 33/35
3 Month 20-Jun-25 10213.20 2.13% - 1.57% 12/35
6 Month 21-Mar-25 11062.40 10.62% - 9.21% 5/34
YTD 01-Jan-25 10643.80 6.44% - 5.10% 5/34
1 Year 20-Sep-24 10593.30 5.93% 5.90% -2.32% 1/34
Since Inception 06-Feb-24 14047.20 40.47% 23.22% 13.52% 1/33
Returns Calculator Detailed Returns Analysis

SIP Returns (NAV as on 22nd September, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 20-Sep-24 12000 12838.13 6.98 % 13.13 %
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 195.78%  
Fund manager updated portfolio less frequently than peers in last 1 year. (I.e. fund manager held stocks/bonds in the portfolio for longer 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 - 51.76) | 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
Nippon India Large Cap Fund - Growth 5 45012.18 1.65 3.16 11.69 1.92 19.62
ICICI Prudential Large Cap Fund - Growth 5 71839.85 1.05 1.84 9.62 1.26 18.67
Franklin India Large Cap Fund - Growth 3 7689.74 1.18 2.39 10.54 0.10 14.97
WhiteOak Capital Large Cap Fund - Regular Plan - Growth NA 1014.17 1.19 1.84 9.86 -0.19 0.00
DSP Large Cap Fund - Regular Plan - Growth 5 6397.58 1.40 0.41 6.70 -0.53 17.66
Canara Robeco Large Cap Fund - Regular Plan - Growth 4 16280.52 0.92 1.09 8.32 -0.99 15.33
Mirae Asset Large Cap Fund - Regular - Growth 3 39476.52 1.22 2.30 9.78 -1.17 13.17
Invesco India Largecap Fund - Growth 4 1554.73 2.27 2.30 12.31 -1.21 17.09
Kotak Large Cap Fund - Growth 4 10235.05 1.32 1.54 9.74 -1.35 15.26
SBI Large Cap Fund - Regular Plan - Growth 3 52420.61 1.39 1.65 8.82 -1.37 14.32

More Funds from Motilal Oswal Mutual Fund

Out of 86 mutual fund schemes offered by this AMC, 5 is/are ranked 5 * , 3 is/are ranked 4 * , 1 is/are ranked 3 * , 1 is/are ranked 1 * , and 76 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Motilal Oswal Midcap Fund - Growth 5 34779.74 0.41 3.72 14.16 -2.32 25.22
Motilal Oswal Flexi Cap Fund - Growth 5 13679.31 2.31 4.33 12.53 0.80 21.92
Motilal Oswal Large and Midcap Fund - Regular Plan - Growth 5 12628.21 5.52 5.68 20.66 3.17 28.10
Motilal Oswal Nasdaq 100 ETF (MOFN100) NA 10179.30 0.00 0.00 0.00 0.00 0.00
Motilal Oswal Nasdaq 100 ETF (MOFN100) NA 10179.30 5.51 15.73 27.67 31.26 32.62
Motilal Oswal Nasdaq 100 Fund of Fund - Regular Plan - Growth NA 5631.62 6.65 18.72 15.28 31.92 31.98
Motilal Oswal Small Cap Fund - Regular Plan - Growth NA 5268.43 2.65 3.57 13.73 2.64 0.00
Motilal Oswal Multi Cap Fund - Regular Plan - Growth NA 4285.22 2.37 5.47 13.40 11.19 0.00
Motilal Oswal ELSS Tax Saver Fund - Growth 5 4223.40 4.75 3.83 16.68 -3.08 25.75
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth NA 3886.69 0.00 0.00 0.00 0.00 0.00
All funds

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