Motilal Oswal Large Cap Fund

Motilal Oswal Large Cap Fund

Equity

Motilal Oswal Mutual Fund

Large-Cap

Get the latest NAV of Motilal Oswal Large Cap Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹12.88

▲1%1D

NAV as on 06 Apr 2026

12.4%/per year

Since Inception

Absolute Gain%

▲▼

3494 people have invested ₹ 1.9Cr in Motilal Oswal Large Cap Fund in the last three months

Motilal Oswal Large Cap Fund Performance vs. Nifty 100

Fund returns vs Benchmark returns vs Category Average returns as on (06-Apr-26)

The fund has outperformed the benchmark (Nifty 100) over 1Y, but underperformed over 3Y, 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-5.51%
-12.26%
-9.06%
1.86%
--
--
Nifty 100
-6.19%
-12.05%
-8.4%
0.62%
10.63%
9.71%
Large-Cap Avg
-5.97%
-11.7%
-8.23%
1.23%
12.2%
11.08%
Best in Large-Cap
-4.44%
-6.52%
-4.92%
4.16%
16.44%
16.08%
Worst in Large-Cap
-10.06%
-14.5%
-10.74%
-8.79%
9.46%
7.92%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Motilal Oswal Large Cap Fund
-
3,242Cr
0.8%
1.86%
-
--
--
--
--
--
Nippon India Large Cap Fund
1/20
51,404Cr
0.65%
4.33%
16.4%
4.04
0.96
0.68
0.98
1.51
ICICI Prudential Large Cap Fund
2/20
77,452Cr
0.85%
2.4%
15.04%
3.32
0.92
0.62
0.90
1.26
Kotak Large Cap Fund
3/20
10,925Cr
0.63%
3.63%
13.41%
1.53
0.97
0.49
0.67
0.86
See all

Motilal Oswal Large Cap Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Motilal Oswal Large Cap Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
73.4%
Small cap
14%
Mid cap
2.8%
Mid Cap allocation has gone down from 3.3% to 2.8%
Mid Cap allocation has gone down from 3.3% to 2.8%
Large Cap allocation has gone down from 77.7% to 73.4%
Large Cap allocation has gone down from 77.7% to 73.4%
Small Cap allocation has gone down from 14.1% to 14%
Small Cap allocation has gone down from 14.1% to 14%
Cash allocation has gone down from 0.6% to 0.2%
Cash allocation has gone down from 0.6% to 0.2%

Motilal Oswal Large Cap Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
34.6%
Consumer Cyclical
12.9%
Tech
10.9%
Energy
8.7%
Industrial
8.2%
Communication
6.7%
Basic Materials
5.7%
Consumer Defensive
4.7%
Real Estate
3.1%
Utilities
3.1%
Health
1.3%

Top 3 Sectors in February were Financial Services, Consumer Cyclical & Tech

Feb'26

Financial Services

36%

Consumer Cyclical

12%

Tech

11%

Jan'26

Financial Services

37%

Consumer Cyclical

12%

Tech

11%

Motilal Oswal Large Cap Fund Holdings Details

as on (31-Mar-26)

Holdings
Weight%
1M Change
HDFC Bank Ltd
8.9%
0%
ICICI Bank Ltd
6.59%
0%
Reliance Industries Ltd
6.23%
0%
Bharti Airtel Ltd
4.3%
0%
Larsen & Toubro Ltd
3.43%
0%
See all
Top Stocks bought last month
GNG Electronics Ltd's allocation increased from 0.86% to 1.24%
GNG Electronics Ltd's allocation increased from 0.86% to 1.24%
CG Power & Industrial Solutions Ltd's allocation increased from 1.45% to 1.69%
CG Power & Industrial Solutions Ltd's allocation increased from 1.45% to 1.69%
State Bank of India's allocation increased from 3.25% to 3.42%
State Bank of India's allocation increased from 3.25% to 3.42%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 9.86 % to 8.9 %
HDFC Bank Ltd's allocation decreased from 9.86 % to 8.9 %
ICICI Bank Ltd's allocation decreased from 6.86 % to 6.59 %
ICICI Bank Ltd's allocation decreased from 6.86 % to 6.59 %
Reliance Industries Ltd's allocation decreased from 6.61 % to 6.23 %
Reliance Industries Ltd's allocation decreased from 6.61 % to 6.23 %

Motilal Oswal Large Cap Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.8%
Benchmark
Nifty 100 TRI TR INR
AUM₹3242 Cr
Inception Date6 February, 2024
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
62.21%
Risk
Risk meter
pointer
Very High Risk

About Motilal Oswal Large Cap Fund

Motilal Oswal Large Cap Fund is an equity fund. This fund was started on 6 February, 2024. The fund is managed by Ajay Khandelwal, Rakesh Shetty, Atul Mehra, Swapnil Mayekar. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Large Cap Fund has ₹3242 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.8.

Returns

Motilal Oswal Large Cap Fund has given a CAGR return of 12.40% since inception. Over the last 1 year the fund has given a CAGR return of 1.86%.

Holdings

Motilal Oswal Large Cap Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Tech, Industrial, Energy, Communication, Basic Materials, Health, Utilities, Real Estate, Consumer Defensive. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, Bharti Airtel Ltd, Larsen & Toubro Ltd

Taxation

As it is a large-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Motilal Oswal Large Cap Fund

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

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Large Cap Fund has no lock in period.

Fund Manager

Ajay Khandelwal

Fund Manager of Motilal Oswal Large Cap Fund, since 6 February 2024

Rakesh Shetty

Fund Manager of Motilal Oswal Large Cap Fund, since 6 February 2024

Atul Mehra

Fund Manager of Motilal Oswal Large Cap Fund, since 6 February 2024

Swapnil Mayekar

Fund Manager of Motilal Oswal Large Cap Fund, since 18 November 2025

Learn more about Motilal Oswal Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 3.2K Cr
₹ 3.1K Cr
₹ 3.1K Cr
  • AUM of the fund stands at 3.2K Cr as of Feb'26
  • AUM increased by 180.8 Cr between Feb'26 and Jan'26

Frequently Asked Questions for Motilal Oswal Large Cap Fund

How do I invest in Motilal Oswal Large Cap Fund?

INDmoney makes it simple to invest in the Motilal Oswal Large Cap Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Motilal Oswal Large Cap Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Motilal Oswal Large Cap Fund?

The NAV of the fund today is ₹12.88. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Motilal Oswal Large Cap Fund fund has generated a return of 1.86% in 1 year

Who is the fund manager of Motilal Oswal Large Cap Fund?

The fund managers are Ajay Khandelwal, Rakesh Shetty, Atul Mehra, Swapnil Mayekar.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-1 Years. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.80%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹3242 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Motilal Oswal Large Cap Fund?

The top 3 holdings of the fund are HDFC Bank Ltd(8.9%), ICICI Bank Ltd(6.59%), Reliance Industries Ltd(6.23%)