Motilal Oswal Large Cap Fund Regular Plan Idcw

10.60
NAV (May 3,2024)

Invest in the Motilal Oswal Large Cap Fund - Regular Plan - IDCW and see your wealth grow. With an expense ratio of 2.38%, this fund offers a high potential for returns. The Price to Earnings (PE) ratio of 39.99 reflects the attractive valuation of the large-cap stocks in the portfolio. The Price to Book (PB) ratio of 7.11 highlights the fund's focus on quality companies at a reasonable price. With a minimum investment of ₹500 and no lock-in period, this fund is perfect for long-term investors. The scheme has established itself since February 6, 2024, with an AUM of ₹663.32 crores. Start investing today and achieve your financial goals.

Motilal Oswal Large Cap Fund Regular Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Motilal Oswal Large Cap Fund Regular Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    39.38
  • P/B Ratio
    UM_URBAN_MONEY

    6.97
  • Alpha
    UM_URBAN_MONEY

    0.04
  • Beta
    UM_URBAN_MONEY

    0.88
  • Sharpe
    UM_URBAN_MONEY

    0.14
  • Sortino
    UM_URBAN_MONEY

    0.22

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.34%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

770.01 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on May 06, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

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Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Net Receivables Payables3.79%
  • Grasim Industries Limited3.39%
  • Bajaj Holdings & Investment Limited3.38%
  • The Phoenix Mills Limited3.34%
  • Cholamandalam Financial Holdings Limited3.30%
  • Infosys Limited3.30%
  • Tata Consultancy Services Limited3.30%
  • LTIMindtree Limited3.28%
  • Tech Mahindra Limited3.26%
  • NTPC Limited3.25%
  • Vedant Fashions Limited3.23%
  • Apollo Hospitals Enterprise Limited3.22%
  • Religare Enterprises Limited3.22%
  • InterGlobe Aviation Limited3.21%
  • Maruti Suzuki India Limited3.19%
  • Jindal Steel & Power Limited3.18%
  • Mankind Pharma Limited3.17%
  • Bharti Airtel Limited3.09%
  • Larsen & Toubro Limited3.08%
  • Kotak Mahindra Bank Limited3.02%
  • Titan Company Limited2.98%
  • ICICI Bank Limited2.96%
  • Tata Consumer Products Limited2.93%
  • HDFC Bank Limited2.92%
  • Mahindra & Mahindra Limited2.91%
  • Bharat Electronics Limited2.88%
  • Reliance Industries Limited2.87%
  • State Bank of India2.87%
  • Varun Beverages Limited2.83%
  • Axis Bank Limited2.77%
  • SBI Life Insurance Company Limited2.76%
  • LT Foods Limited1.61%
  • ITC Limited1.52%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Quant Large Cap Fund - Regular Plan - GrowthQuant Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

33.85%

WhiteOak Capital Large Cap Fund - Regular Plan - GrowthWhiteOak Capital Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.58%

Tata Large Cap Fund - Regular Plan - GrowthTata Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.13%

ITI Large Cap Fund - Regular Plan - GrowthITI Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

18.39%

Bandhan Large Cap Fund - Regular Plan - GrowthBandhan Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.55%

Groww Largecap Fund - Regular Plan - GrowthGroww Largecap Fund - Regular Plan - Growth

EQUITY

Very High

17.02%

Invesco India Largecap Fund - GrowthInvesco India Largecap Fund - Growth

EQUITY

Very High

16.16%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

14.46%

Mahindra Manulife Large Cap Fund - Regular Plan - GrowthMahindra Manulife Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.72%

DSP Top 100 Equity Fund - Regular Plan - GrowthDSP Top 100 Equity Fund - Regular Plan - Growth

EQUITY

Very High

13.23%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HSBC Large Cap Fund - GrowthHSBC Large Cap Fund - Growth

EQUITY

Very High

35.89%

WhiteOak Capital Large Cap Fund - Regular Plan - GrowthWhiteOak Capital Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.64%

Invesco India Largecap Fund - GrowthInvesco India Largecap Fund - Growth

EQUITY

Very High

33.90%

Tata Large Cap Fund - Regular Plan - GrowthTata Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

33.79%

ITI Large Cap Fund - Regular Plan - GrowthITI Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

32.77%

DSP Top 100 Equity Fund - Regular Plan - GrowthDSP Top 100 Equity Fund - Regular Plan - Growth

EQUITY

Very High

29.31%

Groww Largecap Fund - Regular Plan - GrowthGroww Largecap Fund - Regular Plan - Growth

EQUITY

Very High

28.76%

Aditya Birla Sun Life Frontline Equity Fund - GrowthAditya Birla Sun Life Frontline Equity Fund - Growth

EQUITY

Very High

27.49%

Mahindra Manulife Large Cap Fund - Regular Plan - GrowthMahindra Manulife Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.41%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.54%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Large Cap Fund - GrowthNippon India Large Cap Fund - Growth

EQUITY

Very High

23.00%

IDBI India Top 100 Equity Fund - GrowthIDBI India Top 100 Equity Fund - Growth

EQUITY

Very High

22.27%

Baroda BNP Paribas Large Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

19.81%

HSBC Large Cap Fund - GrowthHSBC Large Cap Fund - Growth

EQUITY

Very High

17.84%

Union Largecap Fund - Regular Plan - GrowthUnion Largecap Fund - Regular Plan - Growth

EQUITY

Very High

17.62%

SBI Blue Chip Fund - Regular Plan - GrowthSBI Blue Chip Fund - Regular Plan - Growth

EQUITY

Very High

15.97%

ITI Large Cap Fund - Regular Plan - GrowthITI Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.40%

Franklin India Bluechip Fund - GrowthFranklin India Bluechip Fund - Growth

EQUITY

Very High

13.35%

Axis Bluechip Fund - Regular Plan - GrowthAxis Bluechip Fund - Regular Plan - Growth

EQUITY

Very High

12.22%

LIC MF Large Cap Fund - Regular Plan - GrowthLIC MF Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

11.66%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Large Cap Fund - GrowthNippon India Large Cap Fund - Growth

EQUITY

Very High

17.64%

Kotak Bluechip Fund - IDCWKotak Bluechip Fund - IDCW

EQUITY

Very High

16.58%

JM Large Cap Fund - Regular Plan - GrowthJM Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.51%

Bandhan Large Cap Fund - Regular Plan - GrowthBandhan Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.54%

SBI Blue Chip Fund - Regular Plan - GrowthSBI Blue Chip Fund - Regular Plan - Growth

EQUITY

Very High

15.48%

UTI Large Cap Fund - Regular Plan - IDCWUTI Large Cap Fund - Regular Plan - IDCW

EQUITY

Very High

14.82%

Franklin India Bluechip Fund - GrowthFranklin India Bluechip Fund - Growth

EQUITY

Very High

14.12%

Taurus Large Cap Fund - Regular Plan - GrowthTaurus Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.78%

LIC MF Large Cap Fund - Regular Plan - GrowthLIC MF Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.73%

PGIM India Large Cap Fund - GrowthPGIM India Large Cap Fund - Growth

EQUITY

Very High

12.94%

Fund Managers

AK

Mr. Ajay KhandelwalAssistant Fund Manager

NS

Mr. Niket ShahVice President - Associate Fund Manager

SS

Mr. Santosh SinghFund Manager

RS

Mr. Rakesh ShettyFund Manager / Dealer

Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, 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.

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