Loading...

Fund Overview

Fund Size

Fund Size

₹2,701 Cr

Expense Ratio

Expense Ratio

1.98%

ISIN

ISIN

INF247L01CB9

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

06 Feb 2024

About this fund

Motilal Oswal Large Cap Fund Regular Growth is a Large-Cap mutual fund schemes offered by Motilal Oswal Mutual Fund. This fund has been in existence for 1 years, 7 months and 9 days, having been launched on 06-Feb-24.
As of 12-Sep-25, it has a Net Asset Value (NAV) of ₹13.97, Assets Under Management (AUM) of 2701.24 Crores, and an expense ratio of 1.98%.
  • Motilal Oswal Large Cap Fund Regular Growth has given a CAGR return of 23.28% since inception.
  • The fund's asset allocation comprises around 97.71% in equities, 0.00% in debts, and 2.29% in cash & cash equivalents.
  • You can start investing in Motilal Oswal Large Cap Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+8.35%

(Cat Avg.)

Since Inception

+23.28%

(Cat Avg.)

Portfolio Summaryas of 31st August 2025

Equity2,639.29 Cr97.71%
Others61.95 Cr2.29%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity262.64 Cr9.72%
ICICI Bank LtdEquity195.69 Cr7.24%
Reliance Industries LtdEquity183.22 Cr6.78%
Bharti Airtel LtdEquity140.24 Cr5.19%
Infosys LtdEquity102.87 Cr3.81%
Larsen & Toubro LtdEquity86.42 Cr3.20%
State Bank of IndiaEquity74.02 Cr2.74%
ITC LtdEquity73.76 Cr2.73%
Tata Consultancy Services LtdEquity67.86 Cr2.51%
Mahindra & Mahindra LtdEquity62.39 Cr2.31%
Kotak Mahindra Bank LtdEquity58.81 Cr2.18%
Maruti Suzuki India LtdEquity56.21 Cr2.08%
Axis Bank LtdEquity55.92 Cr2.07%
CG Power & Industrial Solutions LtdEquity52.6 Cr1.95%
Trp_010925Cash - Repurchase Agreement49.47 Cr1.83%
DLF LtdEquity48.04 Cr1.78%
InterGlobe Aviation LtdEquity45.17 Cr1.67%
Bajaj Finance LtdEquity43.89 Cr1.62%
Sambhv Steel Tubes LtdEquity43.7 Cr1.62%
Cholamandalam Financial Holdings LtdEquity43.14 Cr1.60%
NTPC LtdEquity42.91 Cr1.59%
Brigade Hotel Ventures LtdEquity42.85 Cr1.59%
Bajaj Holdings and Investment LtdEquity41.93 Cr1.55%
Eternal LtdEquity40.81 Cr1.51%
SBI Life Insurance Co LtdEquity39.72 Cr1.47%
Varun Beverages LtdEquity38.97 Cr1.44%
Grasim Industries LtdEquity38.86 Cr1.44%
Power Grid Corp Of India LtdEquity38.53 Cr1.43%
Navin Fluorine International LtdEquity37.59 Cr1.39%
Indus Towers Ltd Ordinary SharesEquity37.25 Cr1.38%
Sun Pharmaceuticals Industries LtdEquity35.08 Cr1.30%
Oil & Natural Gas Corp LtdEquity35.06 Cr1.30%
REC LtdEquity35 Cr1.30%
Indiqube Spaces LtdEquity34.93 Cr1.29%
Samvardhana Motherson International LtdEquity34.78 Cr1.29%
GNG Electronics LtdEquity32.88 Cr1.22%
Tech Mahindra LtdEquity32.86 Cr1.22%
Restaurant Brands Asia Ltd Ordinary SharesEquity31.96 Cr1.18%
JSW Cement LtdEquity30.29 Cr1.12%
LTIMindtree LtdEquity30.12 Cr1.12%
Home First Finance Co India Ltd ---Equity26.2 Cr0.97%
Titan Co LtdEquity25.4 Cr0.94%
Flair Writing Industries LtdEquity22.89 Cr0.85%
Trent LtdEquity21.19 Cr0.78%
Hexaware Technologies Ltd Ordinary SharesEquity20.42 Cr0.76%
HDB Financial Services LtdEquity19.45 Cr0.72%
National Securities Depository LtdEquity15.48 Cr0.57%
Bluestone Jewellery And Lifestyle LtdEquity13.51 Cr0.50%
Net Receivables / (Payables)Cash12.48 Cr0.46%
Aegis Vopak Terminals LtdEquity12.42 Cr0.46%
Schloss Bangalore LtdEquity11.48 Cr0.42%
Crizac LtdEquity11.42 Cr0.42%
Oswal Pumps LtdEquity6.86 Cr0.25%
Aditya Infotech LtdEquity3.58 Cr0.13%

Allocation By Market Cap (Equity)

Large Cap Stocks

80.64%

Mid Cap Stocks

2.35%

Small Cap Stocks

5.53%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services911.9 Cr33.76%
Consumer Cyclical340.59 Cr12.61%
Technology287.01 Cr10.63%
Energy230.7 Cr8.54%
Industrials217.52 Cr8.05%
Communication Services177.49 Cr6.57%
Basic Materials150.44 Cr5.57%
Consumer Defensive124.15 Cr4.60%
Real Estate82.97 Cr3.07%
Utilities81.45 Cr3.02%
Healthcare35.08 Cr1.30%

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

13.05%

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

0.53

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.84

Higher the better

Fund Managers

Ajay Khandelwal

Ajay Khandelwal

Since February 2024

Niket Shah

Niket Shah

Since February 2024

Rakesh Shetty

Rakesh Shetty

Since February 2024

AM

Atul Mehra

Since February 2024

SS

Sunil Sawant

Since July 2024

Additional Scheme Detailsas of 31st August 2025

ISIN
INF247L01CB9
Expense Ratio
1.98%
Exit Load
1.00%
Fund Size
₹2,701 Cr
Age
1 year 7 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty 100 TRI TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Large-Cap Funds

Fund nameExpense RatioExit LoadFund size
1Y
Groww Nifty Next 50 ETF

Very High Risk

--₹6.26 Cr-
Mirae Asset Nifty50 Equal Weight ETF

Very High Risk

0.1%-₹7.50 Cr-
Samco Large Cap Fund Regular Growth

Very High Risk

2.4%1.0%₹148.28 Cr-
Samco Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹148.28 Cr-
ICICI Prudential Nifty 100 ETF

Very High Risk

0.5%-₹143.23 Cr-2.0%
HDFC BSE Sensex ETF

Very High Risk

0.1%-₹523.91 Cr-0.1%
Bajaj Finserv Large Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹1592.21 Cr-1.6%
Bajaj Finserv Large Cap Fund Regular Growth

Very High Risk

2.0%1.0%₹1592.21 Cr-3.1%
UTI Nifty 50 ETF

Very High Risk

0.1%-₹62937.76 Cr0.1%
Zerodha Nifty 100 ETF

Very High Risk

0.3%-₹57.25 Cr-1.6%
Kotak S&P BSE Sensex ETF

Very High Risk

0.2%-₹24.50 Cr-0.3%
HDFC Nifty 100 ETF

Very High Risk

0.3%-₹34.30 Cr-1.8%
HDFC Nifty Next 50 ETF

Very High Risk

0.3%-₹89.47 Cr-9.0%
Motilal Oswal Large Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹2701.24 Cr9.8%
Motilal Oswal Large Cap Fund Regular Growth

Very High Risk

2.0%1.0%₹2701.24 Cr8.3%
Bajaj Finserv Nifty 50 ETF

Very High Risk

0.1%-₹192.04 Cr0.1%
Mirae Asset S&P BSE Sensex ETF

Very High Risk

0.1%-₹18.62 Cr-0.1%
Navi Nifty 50 ETF

Very High Risk

0.1%-₹7.16 Cr-
Kotak India Growth Fund Series IV Direct Growth

Very High Risk

0.3%0.0%₹132.94 Cr50.2%
Kotak India Growth Fund Series IV Regular Growth

Very High Risk

1.3%0.0%₹132.94 Cr48.8%
LIC MF Large Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹1445.04 Cr-1.8%
Mirae Asset Large Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹39975.32 Cr0.8%
WhiteOak Capital Large Cap Fund Regular Growth

Very High Risk

2.2%1.0%₹1014.17 Cr0.9%
Mahindra Manulife Large Cap Fund Regular Growth

Very High Risk

2.3%1.0%₹708.93 Cr-2.7%
Mahindra Manulife Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹708.93 Cr-1.1%
SBI Bluechip Fund Direct Growth

Very High Risk

0.8%1.0%₹52420.61 Cr0.9%
Bandhan Large Cap Fund Direct Growth

Very High Risk

0.9%0.0%₹1893.05 Cr-1.0%
Groww Large Cap Fund Direct Growth

Very High Risk

1.3%1.0%₹126.70 Cr-1.8%
Nippon India Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹44164.76 Cr2.7%
JM Large Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹511.35 Cr-5.6%
Invesco India largecap Fund Direct Growth

Very High Risk

0.7%0.0%₹1528.01 Cr0.7%
Kotak Bluechip Fund Direct Growth

Very High Risk

0.6%1.0%₹10235.05 Cr0.2%
Sundaram Large Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹3391.41 Cr-2.8%
Sundaram Large Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹3391.41 Cr-4.0%
Aditya Birla Sun Life S&P BSE Sensex ETF

Very High Risk

0.0%-₹274.51 Cr-0.1%
Tata Nifty 50 ETF

Very High Risk

0.1%-₹712.69 Cr0.1%
WhiteOak Capital Large Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹1014.17 Cr2.6%
ICICI Prudential Nifty 50 ETF

Very High Risk

0.0%-₹31381.45 Cr0.1%
Bandhan Large Cap Fund Regular Growth

Very High Risk

2.0%0.0%₹1893.05 Cr-2.1%
Nippon India ETF Nifty 100

Very High Risk

0.5%-₹307.52 Cr-2.0%
SBI Nifty 50 ETF

Very High Risk

0.0%-₹199920.61 Cr0.1%
ICICI Prudential Nifty 100 ETF

Very High Risk

0.5%-₹105.23 Cr22.6%
SBI S&P BSE Sensex Next 50 ETF

Very High Risk

0.1%-₹22.84 Cr-2.9%
Axis NIFTY 50 ETF

Very High Risk

0.0%-₹987.64 Cr0.1%
UTI Nifty Next 50 ETF

Very High Risk

0.1%-₹1942.17 Cr-8.8%
LIC MF S & P BSE Sensex ETF

Very High Risk

0.1%-₹801.12 Cr-0.2%
SBI S&P BSE 100 ETF

Very High Risk

0.1%-₹9.45 Cr-1.1%
SBI Nifty Next 50 ETF

Very High Risk

0.1%-₹2474.32 Cr-8.9%
ITI Large Cap Fund Regular Growth

Very High Risk

2.4%0.0%₹510.27 Cr-4.2%
Mirae Asset Nifty Next 50 ETF

Very High Risk

0.1%-₹746.93 Cr-8.8%

About the AMC

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund

Total AUM

₹1,08,559 Cr

Address

Motilal Oswal Tower, Mumbai, 400 025

Other Funds by Motilal Oswal Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Motilal Oswal Special Opportunities Fund Direct Growth

Very High Risk

2.6%1.0%₹43.66 Cr-
Motilal Oswal BSE 1000 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹49.95 Cr-
Motilal Oswal Services Fund Direct Growth

Very High Risk

2.6%1.0%₹47.93 Cr-
Motilal Oswal Infrastructure Fund Direct Growth

Very High Risk

2.5%1.0%₹49.43 Cr-
Motilal Oswal Active Momentum Fund Direct Growth

Very High Risk

2.6%1.0%₹140.68 Cr-
Motilal Oswal Innovation Opportunities Fund Direct Growth

Very High Risk

1.0%1.0%₹325.35 Cr-
f Motilal Oswal Arbitrage Fund Direct Growth

Low Risk

0.1%0.0%₹1223.60 Cr-
Motilal Oswal Nifty Capital Market Index Fund Direct Growth

Very High Risk

0.5%1.0%₹245.80 Cr-
Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth

Very High Risk

0.6%1.0%₹47.61 Cr-
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Direct Growth

Very High Risk

0.6%1.0%₹28.33 Cr-
Motilal Oswal Nifty MidSmall Healthcare Index Fund Direct Growth

Very High Risk

0.6%1.0%₹28.70 Cr-
Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct Growth

Very High Risk

0.6%1.0%₹16.40 Cr-
Motilal Oswal Digital India Fund Direct Growth

Very High Risk

0.8%1.0%₹835.95 Cr-
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth

Very High Risk

0.4%1.0%₹707.96 Cr-
Motilal Oswal Business Cycle Fund Direct Growth

Very High Risk

0.6%1.0%₹1976.19 Cr19.1%
Motilal Oswal Manufacturing Fund Direct Growth

Very High Risk

0.9%1.0%₹786.43 Cr10.6%
Motilal Oswal Nifty India Defence Index Fund Direct Growth

Very High Risk

0.4%1.0%₹3417.71 Cr17.7%
Motilal Oswal Quant Fund Direct Growth

Very High Risk

0.9%1.0%₹139.54 Cr-11.5%
Motilal Oswal Multi Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹4285.22 Cr15.6%
Motilal Oswal Large Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹2701.24 Cr9.8%
Motilal Oswal Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹5268.43 Cr3.0%
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Direct Growth

Very High Risk

0.1%1.0%₹32.76 Cr23.7%
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth

Very High Risk

0.5%1.0%₹2567.39 Cr-6.2%
Motilal Oswal Ultra Short Term Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹600.31 Cr6.5%
Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth

Very High Risk

0.4%1.0%₹112.75 Cr-4.7%
Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹356.36 Cr-9.0%
Motilal Oswal Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹738.34 Cr-0.0%
Motilal Oswal Large and Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹12628.20 Cr3.4%
Motilal Oswal S&P 500 Index Fund Direct Growth

Very High Risk

0.6%1.0%₹3886.69 Cr23.9%
Motilal Oswal Focused Fund Direct Growth

Very High Risk

1.0%1.0%₹1464.49 Cr-15.6%
Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth

Very High Risk

0.2%1.0%₹5631.62 Cr30.4%
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth

Very High Risk

0.5%1.0%₹35.75 Cr12.4%
Motilal Oswal Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹34779.73 Cr-0.1%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹870.69 Cr-15.4%
Motilal Oswal Equity Hybrid Fund Direct Growth

Very High Risk

0.9%1.0%₹417.89 Cr18.4%
Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive Direct Growth

Very High Risk

1.6%1.0%₹95.33 Cr9.9%
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth

High Risk

1.6%1.0%₹60.00 Cr10.5%
Motilal Oswal Multi Asset Fund Direct Growth

High Risk

0.7%1.0%₹93.80 Cr-7.3%
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth

Moderate Risk

0.4%0.0%₹50.00 Cr8.0%
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹965.27 Cr-6.4%
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹2502.39 Cr-1.8%
Motilal Oswal Nifty Bank Index Fund Direct Growth

Very High Risk

0.3%1.0%₹607.46 Cr6.6%
Motilal Oswal Nifty 500 Fund Direct Growth

Very High Risk

0.2%1.0%₹2427.10 Cr-2.1%
Motilal Oswal Nifty G-sec May 2029 Index Fund Direct Growth

Moderate Risk

0.1%1.0%₹11.37 Cr-
Motilal Oswal Long Term Equity Fund Direct Growth

Very High Risk

0.7%0.0%₹4223.40 Cr-2.5%
Motilal Oswal Flexicap Fund Direct Growth

Very High Risk

0.9%1.0%₹13679.31 Cr2.8%
Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth

Very High Risk

0.4%1.0%₹789.88 Cr-4.0%
Motilal Oswal S&P BSE Quality Index Fund Direct Growth

Very High Risk

0.4%1.0%₹55.85 Cr-8.9%
Motilal Oswal Liquid Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1246.18 Cr6.5%
Motilal Oswal Gold and Silver ETFs Fund of Funds Direct Growth

Very High Risk

1.1%0.0%₹516.12 Cr50.7%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

Take control of your wealth

Track and Analyse all your investments with Wealth Monitor

qr

Rated ★ 4.3+ on

playstoreappstore

Still got questions?
We're here to help.

The NAV of Motilal Oswal Large Cap Fund Regular Growth, as of 12-Sep-2025, is ₹13.97.
The fund's allocation of assets is distributed as 97.71% in equities, 0.00% in bonds, and 2.29% in cash and cash equivalents.
The fund managers responsible for Motilal Oswal Large Cap Fund Regular Growth are:-
  1. Ajay Khandelwal
  2. Niket Shah
  3. Rakesh Shetty
  4. Atul Mehra
  5. Sunil Sawant

Fund Overview

Fund Size

Fund Size

₹2,701 Cr

Expense Ratio

Expense Ratio

1.98%

ISIN

ISIN

INF247L01CB9

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

06 Feb 2024

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Motilal Oswal Large Cap Fund Regular Growth is a Large-Cap mutual fund schemes offered by Motilal Oswal Mutual Fund. This fund has been in existence for 1 years, 7 months and 9 days, having been launched on 06-Feb-24.
As of 12-Sep-25, it has a Net Asset Value (NAV) of ₹13.97, Assets Under Management (AUM) of 2701.24 Crores, and an expense ratio of 1.98%.
  • Motilal Oswal Large Cap Fund Regular Growth has given a CAGR return of 23.28% since inception.
  • The fund's asset allocation comprises around 97.71% in equities, 0.00% in debts, and 2.29% in cash & cash equivalents.
  • You can start investing in Motilal Oswal Large Cap Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+8.35%

(Cat Avg.)

Since Inception

+23.28%

(Cat Avg.)

Portfolio Summaryas of 31st August 2025

Equity2,639.29 Cr97.71%
Others61.95 Cr2.29%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity262.64 Cr9.72%
ICICI Bank LtdEquity195.69 Cr7.24%
Reliance Industries LtdEquity183.22 Cr6.78%
Bharti Airtel LtdEquity140.24 Cr5.19%
Infosys LtdEquity102.87 Cr3.81%
Larsen & Toubro LtdEquity86.42 Cr3.20%
State Bank of IndiaEquity74.02 Cr2.74%
ITC LtdEquity73.76 Cr2.73%
Tata Consultancy Services LtdEquity67.86 Cr2.51%
Mahindra & Mahindra LtdEquity62.39 Cr2.31%
Kotak Mahindra Bank LtdEquity58.81 Cr2.18%
Maruti Suzuki India LtdEquity56.21 Cr2.08%
Axis Bank LtdEquity55.92 Cr2.07%
CG Power & Industrial Solutions LtdEquity52.6 Cr1.95%
Trp_010925Cash - Repurchase Agreement49.47 Cr1.83%
DLF LtdEquity48.04 Cr1.78%
InterGlobe Aviation LtdEquity45.17 Cr1.67%
Bajaj Finance LtdEquity43.89 Cr1.62%
Sambhv Steel Tubes LtdEquity43.7 Cr1.62%
Cholamandalam Financial Holdings LtdEquity43.14 Cr1.60%
NTPC LtdEquity42.91 Cr1.59%
Brigade Hotel Ventures LtdEquity42.85 Cr1.59%
Bajaj Holdings and Investment LtdEquity41.93 Cr1.55%
Eternal LtdEquity40.81 Cr1.51%
SBI Life Insurance Co LtdEquity39.72 Cr1.47%
Varun Beverages LtdEquity38.97 Cr1.44%
Grasim Industries LtdEquity38.86 Cr1.44%
Power Grid Corp Of India LtdEquity38.53 Cr1.43%
Navin Fluorine International LtdEquity37.59 Cr1.39%
Indus Towers Ltd Ordinary SharesEquity37.25 Cr1.38%
Sun Pharmaceuticals Industries LtdEquity35.08 Cr1.30%
Oil & Natural Gas Corp LtdEquity35.06 Cr1.30%
REC LtdEquity35 Cr1.30%
Indiqube Spaces LtdEquity34.93 Cr1.29%
Samvardhana Motherson International LtdEquity34.78 Cr1.29%
GNG Electronics LtdEquity32.88 Cr1.22%
Tech Mahindra LtdEquity32.86 Cr1.22%
Restaurant Brands Asia Ltd Ordinary SharesEquity31.96 Cr1.18%
JSW Cement LtdEquity30.29 Cr1.12%
LTIMindtree LtdEquity30.12 Cr1.12%
Home First Finance Co India Ltd ---Equity26.2 Cr0.97%
Titan Co LtdEquity25.4 Cr0.94%
Flair Writing Industries LtdEquity22.89 Cr0.85%
Trent LtdEquity21.19 Cr0.78%
Hexaware Technologies Ltd Ordinary SharesEquity20.42 Cr0.76%
HDB Financial Services LtdEquity19.45 Cr0.72%
National Securities Depository LtdEquity15.48 Cr0.57%
Bluestone Jewellery And Lifestyle LtdEquity13.51 Cr0.50%
Net Receivables / (Payables)Cash12.48 Cr0.46%
Aegis Vopak Terminals LtdEquity12.42 Cr0.46%
Schloss Bangalore LtdEquity11.48 Cr0.42%
Crizac LtdEquity11.42 Cr0.42%
Oswal Pumps LtdEquity6.86 Cr0.25%
Aditya Infotech LtdEquity3.58 Cr0.13%

Allocation By Market Cap (Equity)

Large Cap Stocks

80.64%

Mid Cap Stocks

2.35%

Small Cap Stocks

5.53%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services911.9 Cr33.76%
Consumer Cyclical340.59 Cr12.61%
Technology287.01 Cr10.63%
Energy230.7 Cr8.54%
Industrials217.52 Cr8.05%
Communication Services177.49 Cr6.57%
Basic Materials150.44 Cr5.57%
Consumer Defensive124.15 Cr4.60%
Real Estate82.97 Cr3.07%
Utilities81.45 Cr3.02%
Healthcare35.08 Cr1.30%

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

13.05%

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

0.53

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.84

Higher the better

Fund Managers

Ajay Khandelwal

Ajay Khandelwal

Since February 2024

Niket Shah

Niket Shah

Since February 2024

Rakesh Shetty

Rakesh Shetty

Since February 2024

AM

Atul Mehra

Since February 2024

SS

Sunil Sawant

Since July 2024

Additional Scheme Detailsas of 31st August 2025

ISIN
INF247L01CB9
Expense Ratio
1.98%
Exit Load
1.00%
Fund Size
₹2,701 Cr
Age
1 year 7 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty 100 TRI TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Large-Cap Funds

Fund nameExpense RatioExit LoadFund size
1Y
Groww Nifty Next 50 ETF

Very High Risk

--₹6.26 Cr-
Mirae Asset Nifty50 Equal Weight ETF

Very High Risk

0.1%-₹7.50 Cr-
Samco Large Cap Fund Regular Growth

Very High Risk

2.4%1.0%₹148.28 Cr-
Samco Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹148.28 Cr-
ICICI Prudential Nifty 100 ETF

Very High Risk

0.5%-₹143.23 Cr-2.0%
HDFC BSE Sensex ETF

Very High Risk

0.1%-₹523.91 Cr-0.1%
Bajaj Finserv Large Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹1592.21 Cr-1.6%
Bajaj Finserv Large Cap Fund Regular Growth

Very High Risk

2.0%1.0%₹1592.21 Cr-3.1%
UTI Nifty 50 ETF

Very High Risk

0.1%-₹62937.76 Cr0.1%
Zerodha Nifty 100 ETF

Very High Risk

0.3%-₹57.25 Cr-1.6%
Kotak S&P BSE Sensex ETF

Very High Risk

0.2%-₹24.50 Cr-0.3%
HDFC Nifty 100 ETF

Very High Risk

0.3%-₹34.30 Cr-1.8%
HDFC Nifty Next 50 ETF

Very High Risk

0.3%-₹89.47 Cr-9.0%
Motilal Oswal Large Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹2701.24 Cr9.8%
Motilal Oswal Large Cap Fund Regular Growth

Very High Risk

2.0%1.0%₹2701.24 Cr8.3%
Bajaj Finserv Nifty 50 ETF

Very High Risk

0.1%-₹192.04 Cr0.1%
Mirae Asset S&P BSE Sensex ETF

Very High Risk

0.1%-₹18.62 Cr-0.1%
Navi Nifty 50 ETF

Very High Risk

0.1%-₹7.16 Cr-
Kotak India Growth Fund Series IV Direct Growth

Very High Risk

0.3%0.0%₹132.94 Cr50.2%
Kotak India Growth Fund Series IV Regular Growth

Very High Risk

1.3%0.0%₹132.94 Cr48.8%
LIC MF Large Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹1445.04 Cr-1.8%
Mirae Asset Large Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹39975.32 Cr0.8%
WhiteOak Capital Large Cap Fund Regular Growth

Very High Risk

2.2%1.0%₹1014.17 Cr0.9%
Mahindra Manulife Large Cap Fund Regular Growth

Very High Risk

2.3%1.0%₹708.93 Cr-2.7%
Mahindra Manulife Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹708.93 Cr-1.1%
SBI Bluechip Fund Direct Growth

Very High Risk

0.8%1.0%₹52420.61 Cr0.9%
Bandhan Large Cap Fund Direct Growth

Very High Risk

0.9%0.0%₹1893.05 Cr-1.0%
Groww Large Cap Fund Direct Growth

Very High Risk

1.3%1.0%₹126.70 Cr-1.8%
Nippon India Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹44164.76 Cr2.7%
JM Large Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹511.35 Cr-5.6%
Invesco India largecap Fund Direct Growth

Very High Risk

0.7%0.0%₹1528.01 Cr0.7%
Kotak Bluechip Fund Direct Growth

Very High Risk

0.6%1.0%₹10235.05 Cr0.2%
Sundaram Large Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹3391.41 Cr-2.8%
Sundaram Large Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹3391.41 Cr-4.0%
Aditya Birla Sun Life S&P BSE Sensex ETF

Very High Risk

0.0%-₹274.51 Cr-0.1%
Tata Nifty 50 ETF

Very High Risk

0.1%-₹712.69 Cr0.1%
WhiteOak Capital Large Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹1014.17 Cr2.6%
ICICI Prudential Nifty 50 ETF

Very High Risk

0.0%-₹31381.45 Cr0.1%
Bandhan Large Cap Fund Regular Growth

Very High Risk

2.0%0.0%₹1893.05 Cr-2.1%
Nippon India ETF Nifty 100

Very High Risk

0.5%-₹307.52 Cr-2.0%
SBI Nifty 50 ETF

Very High Risk

0.0%-₹199920.61 Cr0.1%
ICICI Prudential Nifty 100 ETF

Very High Risk

0.5%-₹105.23 Cr22.6%
SBI S&P BSE Sensex Next 50 ETF

Very High Risk

0.1%-₹22.84 Cr-2.9%
Axis NIFTY 50 ETF

Very High Risk

0.0%-₹987.64 Cr0.1%
UTI Nifty Next 50 ETF

Very High Risk

0.1%-₹1942.17 Cr-8.8%
LIC MF S & P BSE Sensex ETF

Very High Risk

0.1%-₹801.12 Cr-0.2%
SBI S&P BSE 100 ETF

Very High Risk

0.1%-₹9.45 Cr-1.1%
SBI Nifty Next 50 ETF

Very High Risk

0.1%-₹2474.32 Cr-8.9%
ITI Large Cap Fund Regular Growth

Very High Risk

2.4%0.0%₹510.27 Cr-4.2%
Mirae Asset Nifty Next 50 ETF

Very High Risk

0.1%-₹746.93 Cr-8.8%

About the AMC

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund

Total AUM

₹1,08,559 Cr

Address

Motilal Oswal Tower, Mumbai, 400 025

Other Funds by Motilal Oswal Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Motilal Oswal Special Opportunities Fund Direct Growth

Very High Risk

2.6%1.0%₹43.66 Cr-
Motilal Oswal BSE 1000 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹49.95 Cr-
Motilal Oswal Services Fund Direct Growth

Very High Risk

2.6%1.0%₹47.93 Cr-
Motilal Oswal Infrastructure Fund Direct Growth

Very High Risk

2.5%1.0%₹49.43 Cr-
Motilal Oswal Active Momentum Fund Direct Growth

Very High Risk

2.6%1.0%₹140.68 Cr-
Motilal Oswal Innovation Opportunities Fund Direct Growth

Very High Risk

1.0%1.0%₹325.35 Cr-
f Motilal Oswal Arbitrage Fund Direct Growth

Low Risk

0.1%0.0%₹1223.60 Cr-
Motilal Oswal Nifty Capital Market Index Fund Direct Growth

Very High Risk

0.5%1.0%₹245.80 Cr-
Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth

Very High Risk

0.6%1.0%₹47.61 Cr-
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Direct Growth

Very High Risk

0.6%1.0%₹28.33 Cr-
Motilal Oswal Nifty MidSmall Healthcare Index Fund Direct Growth

Very High Risk

0.6%1.0%₹28.70 Cr-
Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct Growth

Very High Risk

0.6%1.0%₹16.40 Cr-
Motilal Oswal Digital India Fund Direct Growth

Very High Risk

0.8%1.0%₹835.95 Cr-
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth

Very High Risk

0.4%1.0%₹707.96 Cr-
Motilal Oswal Business Cycle Fund Direct Growth

Very High Risk

0.6%1.0%₹1976.19 Cr19.1%
Motilal Oswal Manufacturing Fund Direct Growth

Very High Risk

0.9%1.0%₹786.43 Cr10.6%
Motilal Oswal Nifty India Defence Index Fund Direct Growth

Very High Risk

0.4%1.0%₹3417.71 Cr17.7%
Motilal Oswal Quant Fund Direct Growth

Very High Risk

0.9%1.0%₹139.54 Cr-11.5%
Motilal Oswal Multi Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹4285.22 Cr15.6%
Motilal Oswal Large Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹2701.24 Cr9.8%
Motilal Oswal Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹5268.43 Cr3.0%
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Direct Growth

Very High Risk

0.1%1.0%₹32.76 Cr23.7%
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth

Very High Risk

0.5%1.0%₹2567.39 Cr-6.2%
Motilal Oswal Ultra Short Term Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹600.31 Cr6.5%
Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth

Very High Risk

0.4%1.0%₹112.75 Cr-4.7%
Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹356.36 Cr-9.0%
Motilal Oswal Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹738.34 Cr-0.0%
Motilal Oswal Large and Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹12628.20 Cr3.4%
Motilal Oswal S&P 500 Index Fund Direct Growth

Very High Risk

0.6%1.0%₹3886.69 Cr23.9%
Motilal Oswal Focused Fund Direct Growth

Very High Risk

1.0%1.0%₹1464.49 Cr-15.6%
Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth

Very High Risk

0.2%1.0%₹5631.62 Cr30.4%
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth

Very High Risk

0.5%1.0%₹35.75 Cr12.4%
Motilal Oswal Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹34779.73 Cr-0.1%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹870.69 Cr-15.4%
Motilal Oswal Equity Hybrid Fund Direct Growth

Very High Risk

0.9%1.0%₹417.89 Cr18.4%
Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive Direct Growth

Very High Risk

1.6%1.0%₹95.33 Cr9.9%
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth

High Risk

1.6%1.0%₹60.00 Cr10.5%
Motilal Oswal Multi Asset Fund Direct Growth

High Risk

0.7%1.0%₹93.80 Cr-7.3%
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth

Moderate Risk

0.4%0.0%₹50.00 Cr8.0%
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹965.27 Cr-6.4%
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹2502.39 Cr-1.8%
Motilal Oswal Nifty Bank Index Fund Direct Growth

Very High Risk

0.3%1.0%₹607.46 Cr6.6%
Motilal Oswal Nifty 500 Fund Direct Growth

Very High Risk

0.2%1.0%₹2427.10 Cr-2.1%
Motilal Oswal Nifty G-sec May 2029 Index Fund Direct Growth

Moderate Risk

0.1%1.0%₹11.37 Cr-
Motilal Oswal Long Term Equity Fund Direct Growth

Very High Risk

0.7%0.0%₹4223.40 Cr-2.5%
Motilal Oswal Flexicap Fund Direct Growth

Very High Risk

0.9%1.0%₹13679.31 Cr2.8%
Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth

Very High Risk

0.4%1.0%₹789.88 Cr-4.0%
Motilal Oswal S&P BSE Quality Index Fund Direct Growth

Very High Risk

0.4%1.0%₹55.85 Cr-8.9%
Motilal Oswal Liquid Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1246.18 Cr6.5%
Motilal Oswal Gold and Silver ETFs Fund of Funds Direct Growth

Very High Risk

1.1%0.0%₹516.12 Cr50.7%

Still got questions?
We're here to help.

The NAV of Motilal Oswal Large Cap Fund Regular Growth, as of 12-Sep-2025, is ₹13.97.
The fund's allocation of assets is distributed as 97.71% in equities, 0.00% in bonds, and 2.29% in cash and cash equivalents.
The fund managers responsible for Motilal Oswal Large Cap Fund Regular Growth are:-
  1. Ajay Khandelwal
  2. Niket Shah
  3. Rakesh Shetty
  4. Atul Mehra
  5. Sunil Sawant
close

Get your portfolio reviewed by experts

qr

Track all your investments in one place

Download Wealth Monitor App

cross
wm logo

Track and monitor all
your investments