January 11, 2024
mayank
Motilal Oswal Large Cap Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @chanakyamfguidance
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Past Performance of NFO Benchmark Index
- Performance Review of Fund Managers
- Should You Invest in this NFO?
- Invest Online
What is the Motilal Oswal Large Cap Fund Open Date, Close Date?
NFO opens on January 17, 2024
NFO will close on January 31, 2024
What is the Investment Strategy?
The scheme seeks 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.
Basic Details of Motilal Oswal Large Cap Fund?
| Fund House | Motilal Oswal Mutual Fund |
| Issue Open | 17 January 2024 |
| Issue Close | 31 January 2024 |
| Type | Open-ended |
| Category | Equity: Large Cap |
| Min. Investment(Rs) | 500 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 1% for redemption Within 15 days |
| Riskometer | Very High |
| Benchmark | NIFTY 100 TRI |
What is the Benchmark Index?
Nifty 100 represents top 100 companies based on full market capitalisation from Nifty 500. This index intends to measure the performance of large market capitalisation companies. The Nifty 100 tracks the behavior of combined portfolio of two indices viz. Nifty 50 and Nifty Next 50.
Nifty 100 is computed using free float market capitalization method wherein the level of the index reflects total free float market value of all the stocks in the index relative to a particular base market capitalization value.
Nifty 100 Index can be used for a variety of purposes such as benchmarking fund portfolios, launching of index funds, ETFs and structured products.
Index Variants: Nifty 100 Total Returns Index, Nifty100 Equal Weight Index.
Past Performance of Benchmark Index
| Index Returns (%) | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | 11.96 | 20.05 | 20.05 | 14.56 | 15.83 |
| Total Return | 12.15 | 21.24 | 21.24 | 15.87 | 17.48 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 9.81 | 18.70 | 21.65 |
| Beta (NIFTY 50) | 0.99 | 0.98 | 0.99 |
| Correlation (NIFTY 50) | 0.99 | 1.00 | 1.00 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 23.75 | 3.91 | 1.27 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| HDFC Bank Ltd. | 11.31 |
| Reliance Industries Ltd | 7.70 |
| ICICI Bank Ltd. | 6.16 |
| Infosys Ltd. | 4.85 |
| Larsen & Toubro Ltd. | 3.67 |
| ITC Ltd. | 3.61 |
| Tata Consultancy Services Ltd. | 3.39 |
| Axis Bank Ltd. | 2.69 |
| Kotak Mahindra Bank Ltd. | 2.47 |
| Bharti Airtel Ltd. | 2.30 |
Performance Review of the Fund Managers of Motilal Oswal Large Cap Fund?
1) Ajay Khandelwal
Education: Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
Past Performance of his Schemes
| Fund | Motilal Oswal ELSS Tax Saver Fund | It’s Benchmark | Motilal Oswal Large and Midcap Fund | It’s Benchmark |
| 1 Year | 42.61 | 28.18 | 43.27 | 26.13 |
| 3 Year | 22.08 | 19.13 | 24.97 | 17.89 |
| 5 Year | 18.72 | 17.86 | — | — |
| 7 Year | 16.87 | 16.94 | — | — |
| 10 Year | — | — | — | — |
2) Atul Mehra
Education: Nil
Experience: Nil
Past Performance of his Schemes
3) Niket Shah
Education: Mr. Shah is a MBA in Finance
Experience: Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst – Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst – Midcaps from June 2008 to March 2010.
Past Performance of his Schemes
| Fund | Motilal Oswal Midcap Fund | It’s Benchmark | Motilal Oswal ELSS Tax Saver Fund | It’s Benchmark |
| 1 Year | 45.97 | 44.96 | 42.61 | 28.18 |
| 3 Year | 33.93 | 28.05 | 22.08 | 19.13 |
| 5 Year | 24.93 | 23.55 | 18.72 | 17.86 |
| 7 Year | 18.69 | 20.38 | 16.87 | 16.94 |
| 10 Year | — | — | — | — |
4) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Past Performance of his Schemes
| Fund | Motilal Oswal Balance Advantage Fund | It’s Benchmark | Motilal Oswal ELSS Tax Saver Fund | It’s Benchmark |
| 1 Year | 26.70 | 20.12 | 42.61 | 28.18 |
| 3 Year | 10.27 | 14.44 | 22.08 | 19.13 |
| 5 Year | 10.44 | 14.72 | 18.72 | 17.86 |
| 7 Year | 10.29 | 14.47 | 16.87 | 16.94 |
| 10 Year | — | — | — | — |
5) Santosh Singh
Education: Mr. Singh has done B.SC, CA and has cleared CFA Level 2
Experience: Prior to joinig Motilal Oswal Mutual Fund, he has worked with Espirito santo securities, HAITONG, Execution Noble, SG CIB, Clear Capital and ICICI Lombard
Past Performance of his Schemes
| Fund | Motilal Oswal Balance Advantage Fund | It’s Benchmark | Motilal Oswal Equity Hybrid Fund | It’s Benchmark |
| 1 Year | 26.70 | 20.12 | 17.85 | 20.12 |
| 3 Year | 10.27 | 14.44 | 9.74 | 14.44 |
| 5 Year | 10.44 | 14.72 | 12.85 | 14.72 |
| 7 Year | 10.29 | 14.47 | — | — |
| 10 Year | — | — | — | — |
Which Company Owns Motilal Oswal Small Cap Fund NFO?
Motilal Oswal Asset Management Company Ltd.
Address: Motilal Oswal Towers – 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai – 400025
Website: http://www.motilaloswalmf.com
Registrar & Transfer Agent:
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: www.karvymfs.com
Is it good to invest in Motilal Oswal Large Cap Fund NFO?
Guidance for Motilal Oswal Large Cap Fund by Paresh Gordhandas, C.A., Research Analyst.
The Benchmark for the Motilal Oswal Large Cap Fund is the Nifty 100. Nifty 100 represents top 100 companies based on full market capitalisation from Nifty 500. The Nifty 100 tracks the behavior of combined portfolio of two indices viz. Nifty 50 and Nifty Next 50. The top constituents by weightage are HDFC Bank, L&T, Reliance, ICICI Bank etc. This fund is a good option as it is a combination of Nifty 50 and the Nifty Next 50.
Can invest.
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