September 23, 2025
RA Jainee
Motilal Oswal Large Cap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 14.4548
NAV IDCW: Rs 13.6506
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route.
Fund’s 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.
Fund Manager:
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.
2) Atul Mehra
Education: Mr. Mehra has done B.Com, Master’s Degree in Accounting and CFA
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
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.
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.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Motilal Oswal Large Cap Fund
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 06-Feb-24 |
| Return Since Launch | 25.55% |
| Benchmark | NIFTY 100 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 2,701 Cr |
| (As on 31-Aug-2025) | |
| Expense | 0.80% |
| (As on 31-Aug-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 65.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Large Cap Dir | 8.71 | -0.27 | 1.53 | 4.48 | 14.26 | 9.81 | — | — | — | — |
| BSE 100 TRI | 7.23 | -0.24 | 1.60 | 3.18 | 11.79 | 0.20 | — | — | — | — |
| Equity: Large Cap | 6.69 | -0.12 | 1.84 | 3.75 | 12.16 | -0.86 | — | — | — | — |
| Rank within category | 10 | 63 | 61 | 40 | 6 | 1 | — | — | — | — |
| Number of funds in category | 99 | 116 | 113 | 110 | 103 | 96 | 80 | 57 | 47 | 42 |
Peer Comparison of Motilal Oswal Large Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Motilal Oswal Large Cap Dir | Unrated | 9.81 | — | — | 0.80 | 2,701 | 25.55 | 1.00 (365) | 1Y 7M | 65.00 |
| ICICI Pru Large Cap Dir | 5 star | 2.25 | 19.48 | 22.47 | 0.86 | 71,840 | 16.03 | 1.00 (365) | 12Y 8M | 16.00 |
| SBI Large Cap Dir | 4 star | 1.46 | 15.36 | 19.83 | 0.81 | 52,421 | 15.41 | 0.25 (30) | 12Y 8M | 25.00 |
| Nippon India Large Cap Dir | 5 star | 4.47 | 21.02 | 25.71 | 0.69 | 45,012 | 16.66 | 1.00 (7) | 12Y 8M | 26.00 |
| HDFC Large Cap Dir | 5 star | -1.96 | 17.35 | 22.04 | 0.99 | 37,659 | 14.28 | 1.00 (365) | 12Y 8M | 24.55 |
Portfolio Analysis of Motilal Oswal Large Cap Fund
| No. of Stocks | 52 |
| Top 10 Stocks | 46.24% |
| Top 5 Stocks | 32.75% |
| Top 3 Sectors | 63.85% |
| Portfolio P/B Ratio | 3.26 |
| Portfolio P/E Ratio | 21.90 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,66,062 | 4,03,689 |
| Giant (%) | 72.94 | 77.15 |
| Large (%) | 10.82 | 21.64 |
| Mid (%) | 7.06 | 2.69 |
| Small (%) | 9.19 | 2.28 |
| Tiny (%) | — | — |
Chanakya’s Mutual Fund Guidance For Motilal Oswal Large Cap Fund
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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