Motilal Oswal Large Cap Fund Overview
Category Large Cap Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 20-12-2024
NAV ₹12.95(R) -1.39% ₹13.11(D) -1.39%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) -% -% -% -% -%
LumpSum (D) -% -% -% -% -%
SIP (R) -% -% -% -% -%
SIP (D) -% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Top Large Cap Fund
Fund Name Rank Rating
Nippon India Large Cap Fund 1
Dsp Top 100 Equity Fund 2
Icici Prudential Bluechip Fund 3
Bandhan Large Cap Fund 4
Canara Robeco Bluechip Equity Fund 5
Jm Large Cap Fund 6

NAV Date: 20-12-2024

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Large Cap Regular Plan Growth 12.95
-0.1800
-1.3900%
Motilal Oswal Large Cap Regular Plan IDCW 12.95
-0.1800
-1.3900%
Motilal Oswal Large Cap Direct Plan Growth 13.11
-0.1800
-1.3900%
Motilal Oswal Large Cap Direct Plan IDCW 13.11
-0.1800
-1.3900%

Review Date: 20-12-2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It indicates the appreciation in the investment's value within the investment period, represented as a percentage or a specific amount of money. We conducted an analysis of the three return parameters of this fund to assess their performance. To assess performance, we have segmented the return parameters into three groups: the top 25%, parameters below the top 25% but still above average, and parameters below average. The results are provided below.
    1. Top 25%: Three return parameters of the Motilal Oswal Large Cap Fund are in the top 25% in the category, as shown below:
      • 1M Return %
      • 3M Return %
      • 6M Return %
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: Motilal Oswal Large Cap Fund has no return parameters that are below average in the category.
  2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. For Motilal Oswal Large Cap Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: Motilal Oswal Large Cap Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Motilal Oswal Large Cap Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Motilal Oswal Large Cap Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For Motilal Oswal Large Cap Fund, we have evaluated zero risk-adjusted performance parameters.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 4.92
1.82
0.20 | 4.92 1 | 31 Very Good
3M Return % -2.31
-7.32
-10.50 | -2.31 1 | 31 Very Good
6M Return % 11.29
1.16
-5.03 | 11.29 1 | 31 Very Good
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 5.03 1.91 0.27 | 5.03 1 | 31
3M Return % -1.97 -7.06 -10.18 | -1.97 1 | 31
6M Return % 12.06 1.73 -4.33 | 12.06 1 | 31
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -1.39 ₹ 9,861.00 -1.39 ₹ 9,861.00
1W -2.72 ₹ 9,728.00 -2.69 ₹ 9,731.00
1M 4.92 ₹ 10,492.00 5.03 ₹ 10,503.00
3M -2.31 ₹ 9,769.00 -1.97 ₹ 9,803.00
6M 11.29 ₹ 11,129.00 12.06 ₹ 11,206.00
1Y ₹ ₹
3Y ₹ ₹
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 ₹ ₹
3Y ₹ 36000 ₹ ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Motilal Oswal Large Cap Fund NAV Regular Growth Motilal Oswal Large Cap Fund NAV Direct Growth
20-12-2024 12.954 13.1101
19-12-2024 13.1366 13.2945
18-12-2024 13.1436 13.301
17-12-2024 13.2245 13.3825
16-12-2024 13.3544 13.5134
13-12-2024 13.316 13.473
12-12-2024 13.2608 13.4166
11-12-2024 13.3178 13.4738
10-12-2024 13.3425 13.4983
09-12-2024 13.3095 13.4644
06-12-2024 13.2853 13.4384
05-12-2024 13.2492 13.4014
04-12-2024 13.0982 13.2482
03-12-2024 13.0473 13.1961
02-12-2024 12.9849 13.1326
29-11-2024 12.8943 13.0394
28-11-2024 12.7726 12.9159
27-11-2024 12.8872 13.0313
26-11-2024 12.8032 12.9459
25-11-2024 12.7403 12.8818
22-11-2024 12.5767 12.7149
21-11-2024 12.3464 12.4817

Fund Launch Date: 06/Feb/2024
Fund Category: Large Cap Fund
Investment Objective: 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 Description: An open ended equity scheme predominantly investing in large cap stocks
Fund Benchmark: NIFTY 100 TRI
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.