Motilal Oswal Large Cap Regular Plan IDCW
Expense Ratio: 1.95
Risk: Very High
Equity Scheme - Large Cap Fund
Plan: Regular
Benchmark: Nifty 100 TRI
Inception: 17-01-2024
Exit Load: Nil
Fund Size:₹3,064.27 Cr
Performance
1Y
Fund-7.57%
Cat. Avg.-1.51%
2Y
Fund-0.45%
Cat. Avg.0.91%
3Y
FundN/A
Cat. Avg.11.13%
5Y
FundN/A
Cat. Avg.10.56%
10Y
FundN/A
Cat. Avg.12.03%
SI
Fund8.83%
Cat. Avg.10.39%
Fund Facts
Manager(s)
Mr. Atul Mehra
Beta
0.9
Std Dev
11.60%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Limited | 541.35 | 9.44% |
| 2 | Reliance Industries Limited | 430.05 | 7.50% |
| 3 | ICICI Bank Limited | 405.18 | 7.06% |
| 4 | Bharti Airtel Limited | 264.69 | 4.61% |
| 5 | Infosys Limited | 206.88 | 3.61% |
| 6 | Larsen & Toubro Limited | 196.23 | 3.42% |
| 7 | NIFTY April 2026 Future | 195.92 | 3.42% |
| 8 | State Bank of India | 195.88 | 3.41% |
| 9 | Axis Bank Limited | 150.97 | 2.63% |
| 10 | Tata Consultancy Services Limited | 132.10 | 2.30% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 58315 | -2.8% | -5.8% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.16 L. | -3.1% | -3.2% |
| SI | 07 Mar, 24 | 1.45 L. | 1.44 L. | -0.5% | -0.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 92429 | -7.6% | -7.6% |
| 2Y | 15 Jul, 24 | 1 L. | 99108 | -0.9% | -0.4% |
| SI | 12 Feb, 24 | 1 L. | 1.23 L. | +22.7% | +8.8% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.