Motilal Oswal Large Cap Regular Plan Growth

Category: Equity: Large Cap
Launch Date: 06-02-2024
Asset Class:
Benchmark: NIFTY 100 TRI
Expense Ratio: 2.12% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,422 Cr As on (30-11-2024)
Turn over: 11
NAV as on 24-12-2024

13.0831

0.03 (0.2262%)

CAGR Since Inception

32.08%

NIFTY 100 TRI 17.29%

PERFORMANCE of Motilal Oswal Large Cap Regular Plan Growth

Scheme Performance (%) Data as on - 24-12-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Large Cap Regular Plan Growth - - - - 32.08
NIFTY 100 TRI 15.33 13.72 16.09 13.01 17.29
Equity: Large Cap 17.46 14.17 15.86 12.33 14.74

Yearly Performance (%)

Nav Movement

Fund Managers

Ajay Khandelwal, Niket Shah, Ankush Sood, Santosh Singh, Rakesh Shetty, Atul Mehra

Investment Objective

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.

RETURNS CALCULATOR for Motilal Oswal Large Cap Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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.

Riskometer

Key Performance and Risk Statistics of Motilal Oswal Large Cap Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Large Cap Regular Plan Growth - - - - - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Motilal Oswal Large Cap Regular Plan Growth

Period
Data as on - 24-12-2024
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 0.0 0.0 0.0 0.0 0.0
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 22.57 23.26 0.0 0.0 0.0
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 22.51 24.34 16.53 14.66 11.32
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 22.39 23.55 16.84 17.31 13.3
Invesco India Largecap Fund - Growth 21-08-2009 21.87 25.0 15.0 17.5 13.23
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 20.84 26.81 21.23 19.53 14.25
HSBC Large Cap Fund - Regular Growth 10-12-2002 20.27 22.24 14.75 15.8 12.54
BANDHAN Large Cap Fund - Regular Plan - Growth 09-06-2006 20.18 23.89 14.5 16.87 12.06
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 20.04 21.12 14.05 17.36 13.7
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 19.92 21.95 16.0 14.65 10.13

PORTFOLIO ANALYSIS of Motilal Oswal Large Cap Regular Plan Growth

Asset Allocation (%)