Motilal Oswal Large Cap Fund

Motilal Oswal Large Cap Fund

Equity: Large Cap | Growth

MAX CAGR

+13.19%

Fund Size

₹3,219.88 Cr

Min. Investment

₹500

QUICK FUND SUMMARY

Motilal Oswal Large Cap Fund Growth is an equity mutual fund managing assets worth ₹3,219.88 Cr. The current NAV is ₹13.73 as of Aug 27. It has delivered a maximum CAGR of 13.19%. Investors can start with a minimum SIP amount of ₹500. The fund primarily holds HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd., Bharti Airtel Ltd. and Larsen & Toubro Ltd..

Motilal Oswal Large Cap Fund Details

Fund Size

₹3,219.88 Cr

Type

Equity: Large Cap

Minimum Investment

₹500

NAV (Aug 27)

₹13.73

Plan Type

Regular

Launch Date

06 Feb 2024

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

2.12%

Withdrawal Charge

Exit load of 1% if redeemed within 1 year.

Motilal Oswal Large Cap Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Motilal Oswal Large Cap Fund Peer Comparison

Comparison of funds that belong to the same category, based on historical returns

Funds1Y Returns3Y CAGR5Y CAGR
Motilal Oswal Large Cap Fund
Motilal Oswal Large Cap Fund
-0.40%----
ICICI Prudential Large Cap Fund
ICICI Prudential Large Cap Fund
-1.10%+12.34%+12.14%
HDFC Large Cap Fund
HDFC Large Cap Fund
+1.39%+10.69%+12.12%
Aditya Birla Sun Life Large Cap Fund
Aditya Birla Sun Life Large Cap Fund
+0.46%+10.94%+10.03%

Motilal Oswal Large Cap Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Motilal Oswal Large Cap Fund

Motilal Oswal Large Cap Fund is a Growth Equity mutual fund managed by Motilal Oswal Mutual Fund.

The current NAV of Motilal Oswal Large Cap Fund is ₹13.73 as of Aug 27.

You can invest in Motilal Oswal Large Cap Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Motilal Oswal Large Cap Fund is ₹500.

The expense ratio of Motilal Oswal Large Cap Fund is 2.12%.

Motilal Oswal Large Cap Fund has an exit load as follows: exit load of 1% if redeemed within 1 year.

Short-term capital gains (STCG) on Motilal Oswal Large Cap Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.