| Category: Equity: Large Cap |
| Launch Date: 06-02-2024 |
| Asset Class: |
| Benchmark: NIFTY 100 TRI |
| Expense Ratio: 2.09% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,592 Cr As on (31-12-2024) |
| Turn over: 11 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Motilal Oswal Large Cap Regular Plan Growth | 23.1 | - | - | - | 25.48 |
| NIFTY 100 TRI | 4.36 | 11.45 | 15.19 | 11.6 | 16.92 |
| Equity: Large Cap | 4.84 | 11.76 | 14.15 | 10.65 | 13.34 |
Ajay Khandelwal, Niket Shah, Ankush Sood, Santosh Singh, Rakesh Shetty, Atul Mehra
The scheme seeks 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.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Motilal Oswal Large Cap Regular Plan Growth | - | - | - | - | - | - |
| Equity: Large Cap | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 23.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 12.21 | 21.7 | 15.65 | 13.57 | 10.0 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 9.0 | 19.55 | 0.0 | 0.0 | 0.0 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 8.41 | 17.14 | 11.8 | 14.92 | 12.15 |
| SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 7.77 | 14.64 | 11.97 | 14.93 | 11.32 |
| UTI Large Cap Fund - Regular Plan - Growth Option | 18-10-1986 | 6.89 | 14.92 | 9.81 | 13.93 | 10.37 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 6.81 | 16.47 | 10.67 | 14.57 | 10.04 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 6.32 | 21.2 | 17.67 | 17.84 | 12.44 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 6.32 | 20.14 | 15.16 | 17.59 | 12.58 |
| Kotak Bluechip Fund - Growth | 29-12-1998 | 6.3 | 15.95 | 12.01 | 14.98 | 11.14 |