Motilal Oswal Large Cap Fund

Q: What are the returns of this mutual fund scheme?

The Motilal Oswal Large Cap Fund is a 1 yrs 10 m old fund and has delivered average annual returns of 21.95% since inception. Motilal Oswal Large Cap Fund Returns 1-Year Since Inception 9.38% 21.95%

Q: How much does this mutual fund charge as expense ratio?

The Motilal Oswal Large Cap Fund has an expense ratio of 1.95% , representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

NAV as of Dec 04, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹14.2589+0.2% 1 day change	21.95% p.a.	App exclusive #NA View Ranked Funds	₹2,942 Cr

Historical NAV & returns

NAV: ₹14.2589 as on Dec 04, 2025

This fund Category average

Motilal Oswal Large Cap Fund overview

AUM (Fund size)	₹2,942 Cr
Exit load	1.0% Exit load of 1%, if redeemed within 365 days.!
Lock-in Period	Nil
Age	1 yrs 10 m since Jan 17, 2024
Benchmark	NIFTY 100 TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹1000
Expense ratio	1.95% as on Nov 30, 2025
Plan type	Regular
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 Dec 01, 2025

Period	This fund	Category average
1 Month	0.06%	1.43%
3 Months	3.47%	3.73%
6 Months	6.08%	4.45%
1 Year	9.38%	3.05%

View returns in detail

Asset allocationas on Oct 31, 2025

Large Cap 83.37%

Mid Cap 1.63%

Small Cap 12.13%

Other Cap 0%

Top holdings

HDFC Bank Ltd.9.73%

Reliance Industries Ltd.7.07%

ICICI Bank Ltd.6.4%

Bharti Airtel Ltd.5.18%

Top sectors

Financial 34.17%

Energy 12.21%

Technology 9.02%

Communication 6.54%

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

Net Receivables 1.65%

Reverse Repo/CBLO 1.22146975%

Other Holdings

Others 1.22%

Detailed portfolio analysis

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
Motilal Oswal Large Cap Fund	0.06%	6.08%	9.38%	N.A.	N.A.	N.A.
ICICI Prudential Large Cap Fund	1.63%	7.27%	7.86%	17.32%	19.41%	15.02%
Nippon India Large Cap Fund	0.3%	6.16%	6.25%	18.31%	21.68%	14.92%
HDFC Large Cap Fund	0.85%	5.74%	4.14%	14.92%	18.52%	13.67%
SBI Equity Minimum Variance Fund	1.02%	6.64%	5.13%	12.92%	15.44%	9.59%
Baroda BNP Paribas Large Cap Fund	1.71%	4.88%	2.24%	14.81%	16.24%	13.24%

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	11.16	0.89	0.95	1.53
Nippon India Large Cap Fund	11.56	0.92	0.99	1.54
HDFC Large Cap Fund	11.44	0.92	0.75	1.17
SBI Equity Minimum Variance Fund	12.9	0.9	0.53	0.73
Baroda BNP Paribas Large Cap Fund	12.2	0.97	0.69	1.0

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Motilal Oswal Large Cap Fund	N.A.	2,942 Cr	1 yrs 10 m	1.95%
ICICI Prudential Large Cap Fund	N.A.	75,863 Cr	17 yrs 8 m	1.4%
Nippon India Large Cap Fund	N.A.	48,871 Cr	18 yrs 6 m	1.48%
HDFC Large Cap Fund	N.A.	39,779 Cr	29 yrs 3 m	1.58%
SBI Equity Minimum Variance Fund	N.A.	229 Cr	6 yrs 9 m	0.75%
Baroda BNP Paribas Large Cap Fund	N.A.	2,729 Cr	21 yrs 4 m	1.97%

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 is a Large Cap mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 1 yrs 10 m, having been launched on 17/01/2024. Motilal Oswal Large Cap Fund has ₹2,942 Crores worth of assets under management (AUM) as on 31/10/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Motilal Oswal Large Cap Fund as of 04/12/2025 is ₹14.26. The fund has an expense ratio of 1.95%, which is higher than what most other Large Cap funds charge.

Motilal Oswal Large Cap Fund returns of last 1-year are 8.86%. Since launch, it has delivered 21.43% average annual returns.
The fund has the majority of its money invested in Financial, Energy, Technology, Communication, 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., Reliance Industries Ltd., ICICI Bank Ltd., Bharti Airtel Ltd., Infosys Ltd..

...

Fund AUM	2,942 Cr as on Oct 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	48 view all schemes
Total AUM	1,27,837 Cr as on Sep 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.	37,501 Cr	-6.16%	29.55%
Motilal Oswal Large and Midcap Fund	N.A.	14,870 Cr	1.6%	24.79%
Motilal Oswal Nifty Midcap 150 Index Fund	N.A.	2,817 Cr	4.5%	23.56%
Motilal Oswal Nifty Smallcap 250 Index Fund	N.A.	1,044 Cr	-7.56%	23.06%
Motilal Oswal ELSS Tax Saver Fund	N.A.	4,515 Cr	-5.43%	21.99%
Motilal Oswal BSE Enhanced Value Index Fund	N.A.	1,038 Cr	9.94%	N.A.

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 plan is approximately ₹14.2589 as of Dec 04, 2025.

What are the returns of this mutual fund scheme?

The Motilal Oswal Large Cap Fund is a 1 yrs 10 m old fund and has delivered average annual returns of 21.95% since inception.

Motilal Oswal Large Cap Fund Returns

1-Year	Since Inception
9.38%	21.95%

How much does this mutual fund charge as expense ratio?

The Motilal Oswal Large Cap Fund has an expense ratio of 1.95%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

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 2,942 Cr as on Oct 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.	9.73%
Reliance Industries Ltd.	7.07%
ICICI Bank Ltd.	6.4%
Bharti Airtel Ltd.	5.18%
Infosys Ltd.	4.53%
Tata Capital Ltd.	3.45%
Larsen & Toubro Ltd.	3.29%
State Bank of India	2.94%
ITC Ltd.	2.57%
Mahindra & Mahindra Ltd.	2.31%

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	34.17%
Energy	12.21%
Technology	9.02%
Communication	6.54%
Automobile	5.74%
Services	5.66%
Construction	4.96%
Consumer Staples	4.66%
Consumer Discretionary	3.35%
Insurance	2.24%

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

Redeeming your investments in the Motilal Oswal Large Cap Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.

If you have invested from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

App exclusive

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.