Motilal Oswal Large Cap Fund Direct Growth

Motilal Oswal Large Cap Fund Direct Growth

Equity

Motilal Oswal Mutual Fund

Large-Cap

Get the latest NAV of Motilal Oswal Large Cap Fund Direct Growth. 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.

₹14.28

▲0.3%1D

NAV as on 30 Jun 2025

29.41%/per year

Since Inception

Absolute Gain%

▲▼

4497 people have invested ₹ 4.3Cr in Motilal Oswal Large Cap Fund Direct Growth 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 (30-Jun-25)

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

Period
This Fund
Nifty 100
Category Avg
1 Month
3.89%
3.14%
3.47%
3 Months
9.89%
8.65%
8.83%
6 Months
7.04%
6.71%
6.03%
1 Year
20.35%
4.53%
5.59%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Motilal Oswal Large Cap Fund
-
2,327Cr
0.79%
20.35%
-
29.41%
Nippon India Large Cap Fund Direct Growth
1/20
41,750Cr
0.67%
7.88%
26.33%
16.92%
ICICI Prudential Large Cap Fund Direct Growth
2/20
69,763Cr
0.85%
8.82%
23.61%
16.37%
DSP Large Cap Fund Direct Growth
3/20
6,036Cr
1%
11.35%
24.16%
13.14%
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-Jun-25)

Fund Distribution

as on (14-Jun-25)

Equity 97.6%

Debt & Cash 2.4%

Large cap
84.7%
Small cap
7.5%
Mid cap
2.5%
Small Cap allocation has gone up from 7.2% to 7.5%
Small Cap allocation has gone up from 7.2% to 7.5%
Mid Cap allocation has gone down from 3.4% to 2.5%
Mid Cap allocation has gone down from 3.4% to 2.5%
Large Cap allocation has gone down from 87.5% to 84.7%
Large Cap allocation has gone down from 87.5% to 84.7%
Cash allocation has gone up from 1.9% to 2.4%
Cash allocation has gone up from 1.9% to 2.4%

Motilal Oswal Large Cap Fund Sector Allocation

See fund sector allocation details as on (14-Jun-25)

Sector Allocation

Equity 97.6%

Debt & Cash 2.4%

Financial Services
38.5%
Tech
15%
Consumer Cyclical
14.9%
Energy
7%
Industrial
6.6%
Basic Materials
5.6%
Health
4%
Communication
3.5%
Utilities
2.1%
Consumer Defensive
1.9%
Real Estate
1%

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

May'25

Financial Services

39%

Tech

12%

Consumer Cyclical

11%

Apr'25

Financial Services

37%

Consumer Cyclical

12%

Tech

11%

Motilal Oswal Large Cap Fund Holdings Details

as on (31-May-25)

Equity

Holdings
Weight%
1M Change
HDFC Bank Ltd
9.99%
7.9%
ICICI Bank Ltd
7.46%
7.1%
Reliance Industries Ltd
7.02%
9.5%
Infosys Ltd
4.03%
0%
Bharti Airtel Ltd
3.85%
14.9%
See all
Top Stocks bought last month
Flair Writing Industries Ltd's allocation increased from 0.16% to 0.65%
Flair Writing Industries Ltd's allocation increased from 0.16% to 0.65%
DLF Ltd's allocation increased from 2.13% to 2.5%
DLF Ltd's allocation increased from 2.13% to 2.5%
Hexaware Technologies Ltd Ordinary Shares's allocation increased from 1.43% to 1.72%
Hexaware Technologies Ltd Ordinary Shares's allocation increased from 1.43% to 1.72%
Top Stocks sold last month
Infosys Ltd's allocation decreased from 4.19 % to 4.03 %
Infosys Ltd's allocation decreased from 4.19 % to 4.03 %
Cholamandalam Financial Holdings Ltd's allocation decreased from 3.04 % to 2.81 %
Cholamandalam Financial Holdings Ltd's allocation decreased from 3.04 % to 2.81 %
State Bank of India's allocation decreased from 2.93 % to 2.79 %
State Bank of India's allocation decreased from 2.93 % to 2.79 %

Motilal Oswal Large Cap Fund Direct Growth Overview

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

Expense ratio0.79%
Benchmark
Nifty 100 TRI TR INR
AUM₹2327 Cr
Inception Date6 February, 2024
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
44.89%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Motilal Oswal Large Cap Fund

Motilal Oswal Large Cap Fund Direct Growth is an equity fund. This fund was started on 6 February, 2024. The fund is managed by Ajay Khandelwal, Niket Shah. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Large Cap Fund Direct Growth has ₹2327 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
  2. The fund has an expense ratio 0.8.

Returns

Motilal Oswal Large Cap Fund Direct Growth has given a CAGR return of 29.41% since inception. Over the last 1 year the fund has given a CAGR return of 20.35%.

Holdings

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

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 Direct Growth has no lock in period.

Fund Manager

Ajay Khandelwal

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

Niket Shah

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

Learn more about Motilal Oswal Mutual Fund
Parameters
May'25
Apr'25
Mar'25
AUM
₹ 2.3K Cr
₹ 2.1K Cr
₹ 1.9K Cr
  • AUM of the fund stands at 2.3K Cr as of May'25
  • AUM increased by 177.3 Cr between May'25 and Apr'25

Frequently Asked Questions for Motilal Oswal Large Cap Fund Direct Growth

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 ₹14.28. 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 20.35% in 1 year

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

The fund managers are Ajay Khandelwal, Niket Shah.

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 0.79%. 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 ₹2327 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(9.99%), ICICI Bank Ltd(7.46%), Reliance Industries Ltd(7.02%)