Dec 20, 2024

Motilal Oswal Large Cap Fund - Regular (G)

Equity - Diversified | INF247L01CB9

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AUM (Cr.)

1,422.19

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

2.12

Sharpe Ratio

21.98

Beta Ratio

0.00

Fund Manager

Ajay Khandelwal

Inception Date

Feb 06, 2024

Risk Level

Very High

Investment Objective

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.

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Nifty 100 TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

periodic returns
Peer Comparison

Returns Type	1 Month (%)	6 Months (%)	1 Year (%)	3 Years (%)	5 Years (%)	Since Inception (%)
Scheme - Motilal Oswal Large Cap Fund - Regular (G)	4.47	11.29	0	0	0	29.54
Benchmark - Nifty 100 TRI	0.31	-0.37	16.18	14.46	15.87	0
Category Average - BEST EQUITY PERFORMERS	1.18	1.2	18.48	14.92	15.69	14.74
Category Rank	9/10	9/10	10/10	10/10	10/10	10/10

Fund Name	Nav ()	Chg (%)	1Y Return(%)	3Y Return(%)	5Y Return(%)	AUM ( in Crs)	Exp. Ratio (%)	Min.Invst()	Action
Quant Large Cap Fund (G)	14.4885	-1.17	19.86	0.00	0.00	2,543.32	1.94	5,000.00	invest
Quant Large Cap Fund (IDCW)	14.4837	-1.17	19.84	0.00	0.00	2,543.32	1.94	5,000.00	invest
Sundaram Large Cap Fund - Regular (IDCW)	17.2607	-1.31	10.22	8.14	0.00	3,452.33	1.91	100.00	invest
Sundaram Large Cap Fund - Regular (IDCW) RI	17.2607	-1.31	13.54	13.45	0.00	3,452.33	1.91	100.00	invest
Groww Large Cap Fund (IDCW-Q)	24.5900	-2.07	15.99	14.27	12.49	127.19	2.42	100.00	invest

Asset Allocation

		Val (Cr.)	Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name	As on Date	Invested Amt (Cr)	% Portfolio Weight	Change (%) (Invested Amt.)
Equity-HDFC Bank	Nov 30, 2024	135.60	9.53	16.60
Equity-ICICI Bank	Nov 30, 2024	102.06	7.18	21.50
Equity-Reliance Industr	Nov 30, 2024	90.45	6.36	6.10
Equity-Infosys	Nov 30, 2024	70.60	4.96	14.79
Equity-Swiggy	Nov 30, 2024	50.74	3.57	0.00
Equity-Larsen & Toubro	Nov 30, 2024	46.56	3.27	11.77
Equity-St Bk of India	Nov 30, 2024	46.14	3.24	38.80
Equity-Bharti Airtel	Nov 30, 2024	45.56	3.20	17.72
Equity-Chola Financial	Nov 30, 2024	45.09	3.17	5.20
Equity-Bajaj Holdings	Nov 30, 2024	42.86	3.01	4.55

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