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About
Fund Name:
Motilal Oswal Large Cap Fund Direct Growth
Inception Date:
02/06/24
Type:
Equity
NAV:
₹14.1999
Expense Ratio:
0.92%
AUM:
₹3,189.13 Cr
Min SIP:
₹500
Fund Manager:
Ajay Khandelwal
Fund Benchmark:
Nifty 100 TRI TR INR
Exit Load:
1.00% - 0-1 years; 0.00% - >1 years
Fund 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
Returns
5Y Returns (CAGR):
-
5Y Benchmark Returns (CAGR):
-
3Y Returns (CAGR):
-
3Y Benchmark Returns (CAGR):
-
1Y Returns (CAGR):
'-1.1%
1Y Benchmark Returns (CAGR):
'-0.83%
Advanced Ratios
3Y Alpha:
-
3Y Beta:
-
3Y Sharpe:
-
3Y Tracking Error:
-
3Y Standard Deviation:
-
Holdings
HDFC Bank Ltd
ICICI Bank Ltd
Reliance Industries Ltd
Bharti Airtel Ltd
Larsen & Toubro Ltd
State Bank of India
Infosys Ltd
Axis Bank Ltd
CG Power & Industrial...
Kotak Mahindra Bank Ltd
9.76%
7.24%
6.49%
4.31%
3.64%
3.22%
2.82%
2.74%
2.26%
2.15%
Holdings Analysis
Top 10 Holdings:
44.64%
Stocks:
97.82%
Cash:
2.18%
Bond:
0.00%