Motilal Oswal Large Cap Fund
Large CapVery HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹14.14+0.12%1 day
- Return since launch
- 13.8%
- 52-week range
- ₹12.11 — ₹14.43
- AUM
- ₹2,925 Cr
Motilal Oswal Large Cap Fund is a Large Cap equity fund from Motilal Oswal Mutual Fund with ₹2,925 Cr under management, launched in 2024. The expense ratio is 2.08% and the SEBI riskometer reading is Very High.
Performance
Motilal Oswal Large Cap Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned -0.5% against -0.3% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 8.1% | +7.4 pts | 0.7% | 6.5% |
| 2Y | 5.3% | +0.3 pts | 5.0% | 4.3% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 9.3% | −0.4 pts | 9.7% | 9.7% |
| 3M | 2.0% | +0.9 pts | 1.1% | 0.7% |
| 6M | 6.4% | +0.2 pts | 6.2% | 5.8% |
| 1Y | -0.2% | −0.9 pts | 0.7% | 0.1% |
| 2Y | 5.9% | +3.1 pts | 2.8% | 2.6% |
Since launch (17 Jan 2024): 13.8%
Calendar-year returns
Category average8.5%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 8.5% | 0.0 pts | 8.5% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.06%
Expense ratio as on 6 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.67%
- Brokerage
- 0.05%
- Transaction charges
- 0.00%
- Statutory levies
- 0.34%
- Exit load
- Exit load of 1%, if redeemed within 365 days.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY 100 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
Motilal Oswal Large Cap Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity99.6%
- Other0.4%
Market cap split
- Large80.9%
- Mid0.7%
- Small18.4%
- P/E
- 19.74
- P/B
- 2.83
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 9.45% | ₹276 Cr | +9.76% | +9.44% | +9.92% |
| ICICI Bank Ltd. | Financial | 7.59% | ₹222 Cr | +7.24% | +7.06% | +6.79% |
| Reliance Industries Ltd. | Energy | 6.49% | ₹190 Cr | +6.49% | +7.50% | +6.63% |
| Bharti Airtel Ltd. | Communication | 4.46% | ₹130 Cr | +4.31% | +4.61% | +5.02% |
| Larsen & Toubro Ltd. | Construction | 3.60% | ₹105 Cr | +3.64% | +3.42% | +3.16% |
| State Bank of India | Financial | 3.28% | ₹95.95 Cr | +3.22% | +3.41% | +2.90% |
| Infosys Ltd. | Technology | 3.06% | ₹89.47 Cr | +2.82% | +3.61% | +3.89% |
| Axis Bank Ltd. | Financial | 2.72% | ₹79.69 Cr | +2.74% | +2.63% | +2.18% |
| Kotak Mahindra Bank Ltd. | Financial | 2.49% | ₹72.98 Cr | +2.15% | +2.16% | +2.15% |
| Mahindra & Mahindra Ltd. | Automobile | 2.17% | ₹63.43 Cr | +2.07% | +2.21% | +2.40% |
| Tata Consultancy Services Ltd. | Technology | 2.17% | ₹63.57 Cr | +1.97% | +2.30% | +2.29% |
| Bajaj Finance Ltd. | Financial | 2.13% | ₹62.36 Cr | +2.05% | +1.82% | +1.80% |
| Indiqube Spaces Ltd. | Services | 2.01% | ₹58.92 Cr | +1.28% | +1.02% | +1.31% |
| ITC Ltd. | Consumer Staples | 1.95% | ₹57.02 Cr | +0.90% | +1.00% | +2.60% |
| NTPC Ltd. | Energy | 1.88% | ₹54.87 Cr | +1.90% | +1.69% | +1.60% |
| Bajaj Holdings & Investment Ltd. | Financial | 1.84% | ₹53.94 Cr | +1.16% | +1.07% | +1.45% |
| Eternal Ltd. | Services | 1.75% | ₹51.20 Cr | +1.33% | +1.04% | +1.52% |
| Sambhv Steel Tubes Ltd. | Metals & Mining | 1.63% | ₹47.82 Cr | +0.99% | +0.91% | +1.35% |
| ICICI Prudential Asset Management Company Ltd. | Financial | 1.61% | ₹47.05 Cr | +1.56% | +1.14% | — |
| Coal India Ltd. | Materials | 1.57% | ₹45.87 Cr | +1.49% | — | — |
| Titan Company Ltd. | Consumer Discretionary | 1.57% | ₹45.87 Cr | +1.38% | +1.38% | +0.85% |
| KFin Technologies Ltd. | Financial | 1.55% | ₹45.41 Cr | — | — | — |
| Maruti Suzuki India Ltd. | Automobile | 1.55% | ₹45.47 Cr | +1.68% | +1.63% | +2.19% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 1.55% | ₹45.42 Cr | +1.46% | +1.53% | +1.26% |
| Whirlpool Of India Ltd. | Consumer Discretionary | 1.52% | ₹44.51 Cr | +1.27% | +1.38% | — |
| Power Grid Corporation Of India Ltd. | Energy | 1.51% | ₹44.29 Cr | +1.53% | +1.75% | +1.41% |
| DLF Ltd. | Construction | 1.50% | ₹43.81 Cr | +1.26% | +1.14% | +1.67% |
| Grasim Industries Ltd. | Materials | 1.47% | ₹42.87 Cr | +1.36% | +1.25% | +1.39% |
| Cholamandalam Financial Holdings Ltd. | Financial | 1.42% | ₹41.59 Cr | +1.50% | +1.19% | +1.70% |
| Indus Towers Ltd. | Communication | 1.40% | ₹41.05 Cr | +1.35% | +1.60% | +1.36% |
| Interglobe Aviation Ltd. | Services | 1.36% | ₹39.87 Cr | +1.35% | +1.10% | +1.61% |
| Brigade Hotel Ventures Ltd. | Services | 1.32% | ₹38.73 Cr | +1.33% | +1.26% | +1.48% |
| SBI Life Insurance Company Ltd. | Insurance | 1.28% | ₹37.32 Cr | +1.22% | +1.36% | +1.42% |
| Torrent Pharmaceuticals Ltd. | Healthcare | 1.26% | ₹36.72 Cr | — | — | — |
| Tech Mahindra Ltd. | Technology | 1.20% | ₹35.05 Cr | +1.01% | +1.07% | +1.12% |
| Varun Beverages Ltd. | Consumer Staples | 1.18% | ₹34.56 Cr | +1.27% | +1.07% | +1.28% |
| LEAP India Ltd. | Services | 1.04% | ₹30.33 Cr | — | — | — |
| Aptus Value Housing Finance India Ltd. | Financial | 1.03% | ₹30.23 Cr | +1.14% | +0.88% | +1.05% |
| Foseco India Ltd. | Chemicals | 0.94% | ₹27.47 Cr | — | — | — |
| Flair Writing Industries Ltd. | Consumer Staples | 0.88% | ₹25.88 Cr | +0.69% | +1.04% | +0.80% |
| LTM Limited | Technology | 0.83% | ₹24.27 Cr | +0.67% | +0.82% | +1.09% |
| National Stock Exchange | Financial | 0.81% | ₹23.70 Cr | — | +3.42% | — |
| Solarworld Energy Solutions Ltd. | Energy | 0.80% | ₹23.27 Cr | +0.98% | +0.79% | +1.00% |
| Safari Industries (India) Ltd. | Consumer Discretionary | 0.69% | ₹20.05 Cr | — | — | — |
| Trent Ltd. | Services | 0.67% | ₹19.66 Cr | +0.77% | +0.57% | +0.67% |
| Euro Pratik Sales Ltd. | Consumer Discretionary | 0.66% | ₹19.23 Cr | +0.88% | +0.73% | +0.91% |
| SBI Funds Management Ltd. | Financial | 0.65% | ₹19.11 Cr | — | — | — |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 0.64% | ₹18.79 Cr | +2.26% | +1.73% | +2.02% |
| Samvardhana Motherson International Ltd. | Automobile | 0.61% | ₹17.96 Cr | +1.74% | +1.37% | +1.43% |
| Varmora Granito Ltd. | Materials | 0.53% | ₹15.36 Cr | — | — | — |
| Rentomojo Ltd. | Services | 0.52% | ₹15.16 Cr | — | — | — |
| Shiprocket Ltd. | Technology | 0.46% | ₹13.55 Cr | — | — | — |
| Others | Others | 0.43% | ₹11.75 Cr | +5.34% | +1.10% | +7.93% |
| Dhoot Transmission Ltd. | Capital Goods | 0.35% | ₹10.26 Cr | — | — | — |
| Juniper Green Energy Ltd. | Energy | 0.30% | ₹8.87 Cr | — | — | — |
| Molbio Diagnostics Ltd. | Healthcare | 0.28% | ₹8.11 Cr | — | — | — |
| Lumino Industries Ltd. | Capital Goods | 0.21% | ₹6.23 Cr | — | — | — |
| Laser Power & Infra Ltd. | Capital Goods | 0.18% | ₹5.24 Cr | — | — | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Others | 1.76% | 0.28% | -1.48% |
| National Stock Exchange | 0.00% | 0.81% | +0.81% |
| HDFC Bank Ltd. | 8.79% | 9.45% | +0.66% |
| SPR Auto Technologies Ltd. | 0.59% | 0.00% | -0.59% |
| Varmora Granito Ltd. | 0.00% | 0.53% | +0.53% |
| Samvardhana Motherson International Ltd. | 1.14% | 0.61% | -0.53% |
| Rentomojo Ltd. | 0.00% | 0.52% | +0.52% |
| Shiprocket Ltd. | 0.91% | 0.46% | -0.45% |
| Sambhv Steel Tubes Ltd. | 1.18% | 1.63% | +0.45% |
| Dhoot Transmission Ltd. | 0.65% | 0.35% | -0.30% |
| Indiqube Spaces Ltd. | 1.75% | 2.01% | +0.26% |
| Juniper Green Energy Ltd. | 0.55% | 0.30% | -0.25% |
| Whirlpool Of India Ltd. | 1.28% | 1.52% | +0.24% |
| CG Power and Industrial Solutions Ltd. | 0.87% | 0.64% | -0.23% |
| Coal India Ltd. | 1.38% | 1.57% | +0.19% |
| ITC Ltd. | 1.76% | 1.95% | +0.19% |
| Tata Consultancy Services Ltd. | 2.36% | 2.17% | -0.19% |
| Infosys Ltd. | 3.24% | 3.06% | -0.18% |
| Euro Pratik Sales Ltd. | 0.84% | 0.66% | -0.18% |
| Bharti Airtel Ltd. | 4.28% | 4.46% | +0.18% |
| ICICI Bank Ltd. | 7.76% | 7.59% | -0.17% |
| Kotak Mahindra Bank Ltd. | 2.33% | 2.49% | +0.16% |
| Varun Beverages Ltd. | 1.02% | 1.18% | +0.16% |
| ICICI Prudential Asset Management Company Ltd. | 1.46% | 1.61% | +0.15% |
| Molbio Diagnostics Ltd. | 0.43% | 0.28% | -0.15% |
| Safari Industries (India) Ltd. | 0.55% | 0.69% | +0.14% |
| LEAP India Ltd. | 1.17% | 1.04% | -0.13% |
| KFin Technologies Ltd. | 1.67% | 1.55% | -0.12% |
| NTPC Ltd. | 1.77% | 1.88% | +0.11% |
| State Bank of India | 3.37% | 3.28% | -0.09% |
| Power Grid Corporation Of India Ltd. | 1.42% | 1.51% | +0.09% |
| Maruti Suzuki India Ltd. | 1.64% | 1.55% | -0.09% |
| Eternal Ltd. | 1.67% | 1.75% | +0.08% |
| Mahindra & Mahindra Ltd. | 2.24% | 2.17% | -0.07% |
| DLF Ltd. | 1.43% | 1.50% | +0.07% |
| Foseco India Ltd. | 0.87% | 0.94% | +0.07% |
| SBI Life Insurance Company Ltd. | 1.22% | 1.28% | +0.06% |
| Bajaj Finance Ltd. | 2.18% | 2.13% | -0.05% |
| Brigade Hotel Ventures Ltd. | 1.27% | 1.32% | +0.05% |
| Titan Company Ltd. | 1.62% | 1.57% | -0.05% |
| Lumino Industries Ltd. | 0.16% | 0.21% | +0.05% |
| LTM Limited | 0.87% | 0.83% | -0.04% |
| Solarworld Energy Solutions Ltd. | 0.84% | 0.80% | -0.04% |
| Indus Towers Ltd. | 1.36% | 1.40% | +0.04% |
| Axis Bank Ltd. | 2.69% | 2.72% | +0.03% |
| Grasim Industries Ltd. | 1.50% | 1.47% | -0.03% |
| Interglobe Aviation Ltd. | 1.33% | 1.36% | +0.03% |
| SBI Funds Management Ltd. | 0.68% | 0.65% | -0.03% |
| Sun Pharmaceutical Industries Ltd. | 1.58% | 1.55% | -0.03% |
| Torrent Pharmaceuticals Ltd. | 1.23% | 1.26% | +0.03% |
| Laser Power & Infra Ltd. | 0.20% | 0.18% | -0.02% |
| Trent Ltd. | 0.69% | 0.67% | -0.02% |
| Bajaj Holdings & Investment Ltd. | 1.85% | 1.84% | -0.01% |
| Flair Writing Industries Ltd. | 0.87% | 0.88% | +0.01% |
| Tech Mahindra Ltd. | 1.19% | 1.20% | +0.01% |
| Aptus Value Housing Finance India Ltd. | 1.03% | 1.03% | 0.00% |
| Cholamandalam Financial Holdings Ltd. | 1.42% | 1.42% | 0.00% |
| Larsen & Toubro Ltd. | 3.60% | 3.60% | 0.00% |
| Reliance Industries Ltd. | 6.49% | 6.49% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹3,138 Cr | 2.31% | 10.1% | 7.1% | 11.3% |
 DSP Large Cap Fund | ₹6,642 Cr | 2.02% | 6.5% | 5.3% | 10.3% |
 Quant Large Cap Fund | ₹3,669 Cr | 2.75% | 11.5% | 6.5% | — |
 Bandhan Large Cap Fund | ₹2,098 Cr | 2.20% | 10.6% | 7.7% | 11.2% |
 Invesco India Large Cap Fund | ₹1,995 Cr | 2.14% | 14.1% | 9.0% | 12.2% |
 WhiteOak Capital Large Cap Fund | ₹1,287 Cr | 2.45% | 8.0% | 6.9% | — |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
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.
Fund managers
- Ajay KhandelwalMr. Khandelwal is MBA & Bachelor of Engineering.Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
- Atul MehraMr. Mehra has done B.Com, Master's Degree in Accounting and CFAPrior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
- Rakesh ShettyMr. Shetty has done B.ComPrior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months6.40% absolute | ₹60,000 | ₹63,840 | 6.40% | |
| 1 year−0.16% annualised | ₹1,20,000 | ₹1,19,896 | −0.09% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Motilal Oswal Large Cap Fund?
The NAV of Motilal Oswal Large Cap Fund is ₹14.14 as on 9 Nov 2026.
What is the expense ratio of Motilal Oswal Large Cap Fund?
The expense ratio of Motilal Oswal Large Cap Fund is 2.08% per year.
What is the minimum SIP amount for Motilal Oswal Large Cap Fund?
You can start a SIP in Motilal Oswal Large Cap Fund with ₹3,000 a month.
Is there a lock-in or exit load on Motilal Oswal Large Cap Fund?
Lock-in: None. Exit load: Exit load of 1%, if redeemed within 365 days..
How risky is Motilal Oswal Large Cap Fund?
Motilal Oswal Large Cap Fund is rated Very High on the SEBI riskometer and belongs to the Large Cap category.
Which fund house manages Motilal Oswal Large Cap Fund?
Motilal Oswal Large Cap Fund is managed by Motilal Oswal Mutual Fund, which runs 57 schemes with ₹1,70,273 Cr under management.