Motilal Oswal Large Cap Direct Plan IDCW
Expense Ratio: 0.79
Risk: Very High
Equity Scheme - Large Cap Fund
Plan: Direct
Benchmark: Nifty 100 TRI
Inception: 17-01-2024
Exit Load: Nil
Fund Size:₹3,064.27 Cr
Performance
1Y
Fund-5.60%
Cat. Avg.-0.67%
2Y
Fund1.68%
Cat. Avg.1.14%
3Y
FundN/A
Cat. Avg.11.75%
5Y
FundN/A
Cat. Avg.11.36%
10Y
FundN/A
Cat. Avg.12.78%
SI
Fund11.12%
Cat. Avg.11.55%
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% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59141 | -1.4% | -3.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.19 L. | -0.7% | -0.7% |
| SI | 07 Mar, 24 | 1.45 L. | 1.48 L. | +2.4% | +2.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 94396 | -5.6% | -5.6% |
| 2Y | 18 Jul, 24 | 1 L. | 1.03 L. | +2.9% | +1.4% |
| SI | 12 Feb, 24 | 1 L. | 1.29 L. | +29.2% | +11.1% |
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.