Motilal Oswal Large Cap Fund Regular - Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
Fund NAV

Fund Overview

  • ₹2,636.5 Cr
    AUM
  • ₹13.68
    NAV
  • 1.98%
    Expense Ratio
  • Equity
    Fund Category
As on Fri Sep 26, 2025

Returns of Motilal Oswal Large Cap Fund Regular - Growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 2.98% NA 2.02%
6 Months 15.70% NA 10.55%
1 Year 8.26% 8.26% -1.10%
As on Fri Sep 26, 2025

Asset Allocation

equities

96.40%

other assets or cash equivalents

3.60%
Large Cap: 7.85%
Mid Cap: 7.10%
Small Cap: 9.53%
Other: 75.51%
Top Holdings
Hdfc Bank Ltd
9.57%
Icici Bank Ltd
7.14%
Reliance Industries Ltd
6.85%
Infosys Ltd
4.01%
Net Receivables
3.60%
Top Sectors
Financial
34.36%
Technology
16.23%
Industrials
12.77%
Energy & Utilities
11.92%
Consumer Discretionary
10.50%
Detailed Portfolio Analysis
As on Fri Sep 26, 2025
Invest Now

About Fund
Motilal Oswal Large Cap Fund Regular - Growth

Motilal Oswal Large Cap Fund Regular - Growth is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 06 Feb 2024, the fund aims Long term capital growth. Investments in equity and equity related instruments of large cap stocks. It manages assets worth ₹2,636.5 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.98%.
The portfolio allocation consists of 96.40% in equities, 3.60% in other assets or cash equivalents. Managed by Atul Mehra, it has delivered a return of 8.26% in the last year, a total return since inception of 23.72%.

Read more
  • Sunil Sawant

    Fund Manager

  • Mr. Sawant has done M.Com

    Manager Education

  • Ajay Khandelwal

    Fund Manager

  • Mr. Khandelwal is MBA & Bachelor of Engineering.

    Manager Education

  • Niket Shah

    Fund Manager

  • Mr. Shah is a MBA in Finance

    Manager Education

  • Rakesh Shetty

    Fund Manager

  • Mr. Shetty has done B.Com

    Manager Education

  • Atul Mehra

    Fund Manager

  • Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA

    Manager Education

Fund Details

  • Fund Names
    Motilal Oswal Large Cap Fund Regular - Growth
  • Inception Date
    06 Feb 2024
  • Lock In
    No Lock-in
  • SIP Minimum Investment amount
    ₹ 100
  • SWP Minimum Investment amount
    ₹ 500
  • STP Minimum Investment amount
    ₹ 500
  • Risk
    Principal at very high risk
More Details

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Uti Dynamic Bond Fund Direct-flexi Idcw trend ₹481.67 Cr 1.13% 0.44% 6.68% 7.89% 9.23%
Uti Low Duration Fund Regular Plan-bonus trend ₹3,211.14 Cr 0.52% 1.50% 7.79% 7.45% 7.08%
Aditya Birla Sun Life Corporate Bond Fund Direct-discipline Advantage Plan trend ₹28,596.86 Cr 0.86% 0.99% 7.66% 8.06% 6.68%
Uti Money Market Fund Direct-flexi Idcw trend ₹20,553.67 Cr 0.47% 1.53% 7.91% 7.67% 6.22%
Nippon India Gilt Fund Direct-automatic Annual Reinvest Option trend ₹2,056.83 Cr 1.68% -0.15% 4.21% 7.72% 5.93%
Nippon India Gilt Fund Direct Defined Maturity Date-growth trend ₹2,056.83 Cr 1.68% -0.15% 4.21% 7.72% 5.93%
Uti Liquid Direct-flexi Idcw trend ₹29,013.49 Cr 0.47% 1.44% 6.91% 7.09% 5.73%
Sbi Magnum Ultra Short Duration Fund Regular ( Automatic Reinvestment) trend ₹15,902.29 Cr 0.48% 1.48% 7.27% 7.15% 5.72%
Uti Liquid Regular Plan-flexi Idcw trend ₹29,013.49 Cr 0.46% 1.42% 6.82% 7.00% 5.64%
Nippon India Gilt Pf Fund -automatic Annual Reinvest Option trend ₹2,056.83 Cr 1.62% -0.35% 3.40% 6.86% 5.02%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Motilal Oswal Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Motilal Oswal Ultra Short Term Fund Regular-growth increase ₹564 Cr 0.38% 1.19% 2.77% 5.61% 5.78%
Motilal Oswal Ultra Short Term Fund Direct-growth increase ₹564 Cr 0.44% 1.52% 3.28% 6.48% 6.48%
Motilal Oswal Innovation Opportunities Fund Regular-growth increase ₹284 Cr 0.29% 2.30% 20.38% - -
Motilal Oswal Nifty 500 Momentum 50 Etf-growth increase ₹216 Cr -1.24% -8.76% 6.73% - -
Motilal Oswal Nifty 50 Equal Weight Etf-growth increase ₹25 Cr 0.68% -1.05% - - -
Motilal Oswal Nifty Midcap150 Momentum 50 Etf-growth increase ₹6 Cr -3.03% - - - -
Motilal Oswal Bse India Infrastructure Etf-growth increase ₹2 Cr 4.13% -1.95% - - -
Motilal Oswal Nifty Pse Etf-growth increase ₹1 Cr 3.89% -2.82% - - -
Motilal Oswal Nifty India Manufacturing Etf-growth increase ₹1 Cr 2.51% 2.36% - - -
View More
increase growth is based on 1-month returns of the funds

Mutual Fund Calculator

I want to invest Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Total Wealth
Start Investing
I want to save
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Monthly Investment
Invest Now

Tax Information

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

More Details
You can also get Tax Free Maturity/ Returns? You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Uti Liquid Regular Plan-flexi Idcw trend ₹29,013.49 Cr ₹1,578.23 7.00% 5.64% 6.19%
Uti Liquid Direct-flexi Idcw trend ₹29,013.49 Cr ₹1,587.64 7.09% 5.73% 6.26%
Aditya Birla Sun Life Corporate Bond Fund Direct-discipline Advantage Plan trend ₹28,596.86 Cr ₹10.83 8.06% 6.68% 7.86%
Uti Money Market Fund Direct-flexi Idcw trend ₹20,553.67 Cr ₹1,626.97 7.67% 6.22% 6.87%
Sbi Magnum Ultra Short Duration Fund Regular ( Automatic Reinvestment) trend ₹15,902.29 Cr ₹1,264.64 7.15% 5.72% 6.55%
Uti Low Duration Fund Regular Plan-bonus trend ₹3,211.14 Cr ₹3,013.90 7.45% 7.08% 6.20%
Nippon India Gilt Fund Direct-automatic Annual Reinvest Option trend ₹2,056.83 Cr ₹23.13 7.72% 5.93% 8.46%
Nippon India Gilt Pf Fund -automatic Annual Reinvest Option trend ₹2,056.83 Cr ₹31.73 6.86% 5.02% 7.44%
Nippon India Gilt Fund Direct Defined Maturity Date-growth trend ₹2,056.83 Cr ₹42.86 7.72% 5.93% 8.46%
Uti Dynamic Bond Fund Direct-flexi Idcw trend ₹481.67 Cr ₹17.00 7.89% 9.23% 7.45%
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Hdfc Bank LtdFinancial9.57%₹252.28 Cr
Icici Bank LtdFinancial7.14%₹188.14 Cr
Reliance Industries LtdEnergy & Utilities6.85%₹180.73 Cr
Infosys LtdTechnology4.01%₹105.63 Cr
Net ReceivablesUnspecified3.60%₹94.88 Cr
Bharti Airtel LtdTechnology3.50%₹92.37 Cr
State Bank Of IndiaFinancial2.79%₹73.47 Cr
Larsen & Toubro LtdIndustrials2.76%₹72.73 Cr
Tata Consultancy Services LtdTechnology2.53%₹66.81 Cr
Mahindra & Mahindra LtdConsumer Discretionary2.37%₹62.46 Cr
Itc LtdConsumer Staples2.34%₹61.79 Cr
Kotak Mahindra Bank LtdFinancial2.25%₹59.36 Cr
Axis Bank LtdFinancial2.17%₹57.16 Cr
Dlf LtdReal Estate1.93%₹50.98 Cr
Cg Power & Industrial Solutions LtdIndustrials1.90%₹50.13 Cr
Maruti Suzuki India LtdConsumer Discretionary1.82%₹47.91 Cr
Interglobe Aviation LtdIndustrials1.79%₹47.28 Cr
Cholamandalam Financial Holdings LtdFinancial1.79%₹47.19 Cr
Sambhv Steel Tubes Ltd.Industrials1.76%₹46.34 Cr
Bajaj Holdings & Investment LtdFinancial1.74%₹45.85 Cr
Bajaj Finance LtdFinancial1.67%₹44.06 Cr
Ntpc LtdEnergy & Utilities1.66%₹43.79 Cr
Brigade Hotel Ventures Ltd.Consumer Discretionary1.59%₹41.98 Cr
Varun Beverages LtdConsumer Staples1.59%₹41.81 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.55%₹40.74 Cr
Sbi Life Insurance Company LtdFinancial1.54%₹40.50 Cr
Navin Fluorine International LtdMaterials1.54%₹40.48 Cr
Zomato LtdTechnology1.52%₹40.01 Cr
Indus Towers LtdTechnology1.51%₹39.93 Cr
Rec LtdFinancial1.50%₹39.52 Cr
Grasim Industries LtdMaterials1.46%₹38.45 Cr
Sun Pharmaceutical Industries LtdHealthcare1.42%₹37.55 Cr
Samvardhana Motherson International LtdConsumer Discretionary1.38%₹36.44 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities1.37%₹36.15 Cr
Indiqube Spaces Ltd.Industrials1.32%₹34.84 Cr
Restaurant Brands Asia LtdConsumer Discretionary1.24%₹32.57 Cr
Tech Mahindra LtdTechnology1.23%₹32.47 Cr
Gng Electronics Ltd.Industrials1.21%₹31.85 Cr
Ltimindtree LtdTechnology1.14%₹29.96 Cr
Aptus Value Housing Finance India LtdFinancial1.12%₹29.49 Cr
Flair Writing Industries Ltd.Industrials0.97%₹25.48 Cr
Titan Company LtdConsumer Discretionary0.89%₹23.43 Cr
Crizac Ltd.Industrials0.82%₹21.73 Cr
Trent LtdConsumer Discretionary0.76%₹20.07 Cr
Hexaware Technologies Limited Eq New Fv Rs.2/-Technology0.72%₹18.97 Cr
Hdb Financial Services Limited EqFinancial0.72%₹18.96 Cr
Aegis Vopak Terminals Ltd.Energy & Utilities0.48%₹12.75 Cr
Schloss Bangalore Ltd.Consumer Discretionary0.45%₹11.89 Cr
National Securities Depository Limited EqFinancial0.38%₹10.00 Cr
Hindalco Industries LtdMaterials0.34%₹8.88 Cr
Oswal Pumps Ltd.Industrials0.24%₹6.43 Cr
Aditya Infotech Ltd.Technology0.07%₹1.86 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Mirae Asset Nifty 50 Etf - Growth increase ₹265.72 14.39% 18.73% -
increase growth is based on 5Y returns of the funds

Frequently Asked Questions
Motilal Oswal Large Cap Fund Regular - Growth
As of Thu Jul 31, 2025, Motilal Oswal Large Cap Fund Regular - Growth manages assets worth ₹2,636.5 crore
  • 3 Months: 2.98%
  • 6 Months: 15.70%
  • Since Inception: 23.72%
Equity: 96.40%, Others: 3.60%.
Motilal Oswal Large Cap Fund Regular - Growth is managed by Atul Mehra from Motilal Oswal Mutual Fund.
Large Cap: 7.85%, Mid Cap: 7.10%, Small Cap: 9.53%.
  • HDFC Bank Ltd – 9.57% of the fund's portfolio
  • ICICI Bank Ltd – 7.14% of the fund's portfolio
  • Reliance Industries Ltd – 6.85% of the fund's portfolio
  • Infosys Ltd – 4.01% of the fund's portfolio
  • Net Receivables – 3.60% of the fund's portfolio
  • Financial – 34.36% of the fund's portfolio
  • Technology – 16.23% of the fund's portfolio
  • Industrials – 12.77% of the fund's portfolio
  • Energy & Utilities – 11.92% of the fund's portfolio
  • Consumer Discretionary – 10.50% of the fund's portfolio
View more FAQ's

Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.

Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.

For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL
Claude
top

Become a Crorepati

Invest ₹10K/Month & Get ₹1 Crore# Returns

Mobile +91
*T&C Applied.