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Motilal Oswal Large Cap Regular Plan Growth

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AMC: Motilal Oswal Mutual Fund • Category: Large Cap • NAV: Rs 14.2925 (2026-11-11) • Rank: #26 in category (#538 overall) • Index Proxy: Nifty 50
🏷️ Low Expense 🚀 High Bull Capture
Information only. Past performance does not guarantee future returns. Check the scheme documents and consult a qualified professional before investing.

💡 Why Pick This Fund? Quantitative Strengths & Watch-outs

🟢 Key Strengths
  • Cost-efficient: expense ratio of 2.06% is lower than category median (2.29%).
🟡 Things to Keep in Mind
  • Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
₹98₹110₹122₹135₹147Feb '24Jun '25Nov '26
Motilal Oswal Large Cap
Proxy (Nifty 50)

Key Statistics vs Category Median

Fund Size
Rs 3,189 cr
Category: Rs 1,904 cr (comfortable)
Total Expense (TER)
2.06%
Category Median: 2.29%
Base Expense (BER)
1.67%
Excludes levies & brokerage
Sharpe Ratio
-0.33
Category Median: 0.39
Beta
0.98
Category Median: 0.97
Alpha
+1.48%
Category Median: +1.12%
Standard Deviation
14.37%
Category Median: 13.72%
MFIQ Score
4.7/10
Weak
Lagging category peers on risk-adjusted returns, downside protection, or expense drag.
Returns (30%) 3.9/10
1Y return 0.6% against category median 1.4% (-0.9 points).
Risk Management (30%) 4.2/10
Sharpe ratio -0.33 (cat median 0.39), downside capture 95.1%, max fall -16.1%.
Consistency (20%) -/10
Under 3 years of consistency track record.
Cost Efficiency (20%) 6.7/10
Total expense ratio 2.06% vs category median 2.29% (-0.23% points).
Ranked #26 of 29 in Large Cap. Percentile standing measured against category cohort.

Trailing Returns Comparison

Period Fund Return Category Median Difference
1 Month +9.87% +10.11% -0.24%
3 Months +3.57% +2.34% +1.23%
6 Months +7.54% +7.43% +0.11%
1 Year +0.57% +1.45% -0.88%
Since Inception +14.28% - -

Calendar Year Returns

Year Fund Category Median Gap
2026 +0.27% +0.43% -0.16%
2025 +8.54% +7.29% +1.25%

Daily Rolling Returns Summary

Rolling Window Minimum Average Median Maximum % Positive % Beating Proxy
1-Year Rolling -9.65% +8.30% +7.99% +28.89% 71.9% 79.1%

Risk Profile & Deepest Drawdowns

Sortino Ratio
-0.45
Category: 0.54
R-Squared
0.952
Correlation with Proxy
Upside Capture
105.1%
Monthly return ratio
Downside Capture
95.1%
Lower is better

Deepest Market Corrections (Depth >= 10%)

Peak Date Trough Date Fall Depth Months to Bottom Recovery Period
2026-01-02 2026-03-31 -16.0% 3 months Not yet recovered
2024-09-26 2025-04-07 -10.5% 6 months 1 months

Portfolio & Asset Allocation

Statutory Asset Allocation Mandate (SEBI / SID)

Instrument Category Permitted Allocation Range
Equity and Equity related instruments of Large cap companies, Equity and Equity-related Instruments of companies other than Large cap companies including foreign companies, Debt and Money Market instruments (including cash and cash equivalents), Liquid and Debt Schemes of Mutual Fund, Units issued by REITs and InvITs. Per Scheme Mandate

Investment Objective & Strategy

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.

ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.

Fund Size Position

Currently managing Rs 3,189 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Large Cap schemes.

Too Small Small Comfortable Stretched Strained

Fund Management

Atul Mehra
Managing scheme since 2023-02-06
3.8 yrs tenure
Niket Shah
Managing scheme since 2023-02-06
3.8 yrs tenure
Santosh Singh
Managing scheme since 2023-02-06
3.8 yrs tenure
Ajay Khandelwal
Managing scheme since 2023-02-06
3.8 yrs tenure
Rakesh Shetty
Managing scheme since 2023-02-06
3.8 yrs tenure
Ankush Sood
Managing scheme since 2023-02-06
3.8 yrs tenure

Cost & Capital Gains Taxation

From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.

Applicable Tax Structure

Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.

Tax rules as of 23 July 2024. Verify before investing.

Closest Large Cap Peers by Rank

Scheme Score 3Y Return Expense Downside Fund Size Compare
BAJAJ FINSERV LARGE CAP FUND 5.1 - 2.72% 79.3% Rs 1,712 cr Compare →
Samco Large Cap Fund 2.3 - 3.68% 37.3% Rs 90.3 cr Compare →
Sundaram Large Cap Fund Formerly Known as Sundaram Blue Chip Fund 4.3 +8.69% 2.05% 89.9% Rs 3,090 cr Compare →
Union Largecap Fund 2.6 +9.15% 2.58% 92.2% Rs 452 cr Compare →
LIC MF Large Cap Fund 1.5 +9.36% 2.46% 107.3% Rs 1,414 cr Compare →

Frequently Asked Questions about Motilal Oswal Large Cap

What is the expense ratio of Motilal Oswal Large Cap?

Motilal Oswal Large Cap has a total expense ratio (TER) of 2.06% with a base expense ratio of 1.67%, compared to the Large Cap category median of 2.29%.

Who manages Motilal Oswal Large Cap?

Motilal Oswal Large Cap is managed by Atul Mehra (tenure: 3.8 years since 2023-02-06).

What are the historical returns of Motilal Oswal Large Cap?

Motilal Oswal Large Cap has a 1-year return of +0.57%.

How large is Motilal Oswal Large Cap?

Motilal Oswal Large Cap manages assets of Rs 3,189 cr, placing it in the 'comfortable' size band relative to Large Cap peers.

How is Motilal Oswal Large Cap scored on MFIQ?

Motilal Oswal Large Cap holds an MFIQ Score of 4.7/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.

How risky is Motilal Oswal Large Cap?

Motilal Oswal Large Cap has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 14.37% with a maximum historical drawdown of -16.05%.