Motilal Oswal Large Cap Fund Direct - Growth

Q: What are the returns of Motilal Oswal Large Cap Fund?

The Motilal Oswal Large Cap Fund is a 1 yrs 6 m old fund and has delivered average annual returns of 29.16% since inception. Motilal Oswal Large Cap Fund Returns 1-Year Since Inception 16.86% 29.16%

NAV as of Jul 21, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹14.3556+0.57% 1 day change	29.16% p.a.	#NA View Ranked Funds	₹2,327 Cr

Historical NAV & returns

NAV: ₹14.3556 as on Jul 21, 2025

This fund Category average

Motilal Oswal Large Cap Fund overview

Expense ratio	0.79% as on May 31, 2025
Exit load	1.0% Exit load of 1%, if redeemed within 365 days.!
AUM (Fund size)	₹2,327 Cr
Lock-in Period	Nil
Age	1 yrs 6 m since Jan 17, 2024
Benchmark	NIFTY 100 TRI
Min. investment	This scheme is currently not buyable
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Motilal Oswal Large Cap Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Jun 12, 2025

Period	This fund	Category average
1 Month	0.72%	-0.81%
3 Months	7.01%	4.83%
6 Months	11.85%	9.1%
1 Year	16.86%	3.56%

View returns in detail

Asset allocationas on May 31, 2025

Large Cap 87.26%

Mid Cap 2.59%

Small Cap 7.75%

Other Cap 0%

Top holdings

HDFC Bank Ltd.9.99%

ICICI Bank Ltd.7.46%

Reliance Industries Ltd.7.02%

Infosys Ltd.4.03%

Top sectors

Financial 35.09%

Energy 13.48%

Technology 11.06%

Services 6.779999999999999%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Reverse Repo/CBLO 1.85443477%

Net Receivables 0.54%

Other Holdings

Others 1.85%

Detailed portfolio analysis

Peer comparison

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Motilal Oswal Large Cap Fund	N.A.	2,327 Cr	1 yrs 6 m	0.79%
ICICI Prudential Large Cap Fund	N.A.	68,034 Cr	12 yrs 6 m	0.85%
Nippon India Large Cap Fund	N.A.	39,677 Cr	12 yrs 6 m	0.67%
Edelweiss Large Cap Fund	N.A.	1,271 Cr	12 yrs 6 m	0.62%
Baroda BNP Paribas Large Cap Fund	N.A.	2,614 Cr	12 yrs 6 m	0.77%
Canara Robeco Bluechip Equity Fund	N.A.	16,027 Cr	12 yrs 6 m	0.46%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Motilal Oswal Large Cap Fund	0.72%	11.85%	16.86%	N.A.	N.A.	N.A.
ICICI Prudential Large Cap Fund	-0.92%	9.77%	4.95%	20.69%	22.8%	14.65%
Nippon India Large Cap Fund	-0.76%	10.28%	4.83%	22.83%	26.01%	14.76%
Edelweiss Large Cap Fund	-1.66%	7.64%	2.44%	19.08%	20.76%	13.41%
Baroda BNP Paribas Large Cap Fund	-0.71%	7.4%	1.21%	19.48%	20.42%	13.36%
Canara Robeco Bluechip Equity Fund	-1.12%	9.92%	6.01%	18.74%	20.48%	14.64%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Motilal Oswal Large Cap Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential Large Cap Fund	12.09	0.89	1.29	2.07
Nippon India Large Cap Fund	12.75	0.94	1.41	2.32
Edelweiss Large Cap Fund	12.6	0.94	1.18	1.86
Baroda BNP Paribas Large Cap Fund	13.0	0.96	1.14	1.68
Canara Robeco Bluechip Equity Fund	12.03	0.9	1.18	1.77

View all Large Cap funds

Key risk & return ratios Compared to other funds in the category

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Motilal Oswal Large Cap Fund in detail with

About this fund

About Motilal Oswal Large Cap Fund

Motilal Oswal Large Cap Fund Direct - Growth is a Large Cap mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 1 yrs 6 m, having been launched on 17/01/2024. Motilal Oswal Large Cap Fund Direct - Growth has ₹2,327 Crores worth of assets under management (AUM) as on 31/05/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Motilal Oswal Large Cap Fund Direct - Growth as of 21/07/2025 is ₹14.36. The fund has an expense ratio of 0.79%, which is close to what most other Large Cap funds charge.

Motilal Oswal Large Cap Fund Direct - Growth returns of last 1-year are 16.83%. Since launch, it has delivered 28.21% average annual returns.
The fund has the majority of its money invested in Financial, Energy, Technology, Services, Automobile sectors. It has taken less exposure in Financial, Energy sectors compared to other funds in the category.
The fund's top 5 holdings are in HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd., Infosys Ltd., Bharti Airtel Ltd..

...

Fund AUM	2,327 Cr as on May 31, 2025
Scheme document	View Scheme Document

Fund managers

Ajay Khandelwal

Mr. Khandelwal is MBA & Bachelor of Engineering. Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

Niket Shah

Mr. Shah is a MBA in Finance 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.

Rakesh Shetty

Mr. Shetty has done B.Com 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.

Atul Mehra

Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd

Investment objective

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.

Motilal Oswal Mutual Fund details

No. of schemes	44 view all schemes
Total AUM	1,09,736 Cr as on Jun 30, 2025
Address	Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai, 400025
Phone	022-39804238 / 1800-200-6626

More funds from Motilal Oswal Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
Motilal Oswal Midcap Fund	N.A.	30,401 Cr	8.0%	37.28%
Motilal Oswal Nifty Smallcap 250 Index Fund	N.A.	919 Cr	3.48%	32.98%
Motilal Oswal Large and Midcap Fund	N.A.	10,840 Cr	17.53%	30.76%
Motilal Oswal Nifty Midcap 150 Index Fund	N.A.	2,312 Cr	4.9%	30.62%
Motilal Oswal ELSS Tax Saver Fund	N.A.	4,360 Cr	12.4%	28.02%
Motilal Oswal Nifty 500 Index Fund	N.A.	2,359 Cr	2.75%	21.53%

See all Equity funds from this AMC

Frequently asked questions

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

The current Net Asset Value (NAV) of the Motilal Oswal Large Cap Fund - Direct Growth plan is approximately ₹14.3556 as of Jul 21, 2025.

What are the returns of this mutual fund scheme?

The Motilal Oswal Large Cap Fund is a 1 yrs 6 m old fund and has delivered average annual returns of 29.16% since inception.

Motilal Oswal Large Cap Fund Returns

1-Year	Since Inception
16.86%	29.16%

How much does this mutual fund charge as expense ratio?

The Motilal Oswal Large Cap Fund - Direct Growth has an expense ratio of 0.79%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The Motilal Oswal Large Cap Fund currently has assets under management (AUM) or fund size valued at approximately 2,327 Cr as on May 31, 2025.

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

The Motilal Oswal Large Cap Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
HDFC Bank Ltd.	9.99%
ICICI Bank Ltd.	7.46%
Reliance Industries Ltd.	7.02%
Infosys Ltd.	4.03%
Bharti Airtel Ltd.	3.85%
Larsen & Toubro Ltd.	3.16%
Cholamandalam Financial Holdings Ltd.	2.81%
State Bank of India	2.79%
Axis Bank Ltd.	2.74%
ITC Ltd.	2.69%

What are the top sectors Motilal Oswal Large Cap Fund has invested in?

The Motilal Oswal Large Cap Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Financial	35.09%
Energy	13.48%
Technology	11.06%
Services	6.779999999999999%
Automobile	5.99%
Consumer Staples	5.67%
Communication	5.67%
Construction	5.66%
Healthcare	2.39%
Insurance	1.71%

What is risk level of Motilal Oswal Large Cap Fund?

This is a Large Cap fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in Motilal Oswal Large Cap Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Motilal Oswal Large Cap Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Motilal Oswal Large Cap Fund is complete.

How can I redeem my investments in Motilal Oswal Large Cap Fund?

Redeeming your investments in Motilal Oswal Large Cap Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Motilal Oswal Large Cap Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

in Large Cap

#NA

Return Outperformance: This fund has generated highest return amongst Large Cap funds in the last 1 Year.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 1%, if redeemed within 365 days.