Motilal Oswal Large Cap Fund Overview
Category Large Cap Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 07-03-2025
NAV ₹12.3(R) -0.28% ₹12.48(D) -0.27%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 19.6% -% -% -% -%
Direct 21.24% -% -% -% -%
Benchmark
SIP (XIRR) Regular 6.28% -% -% -% -%
Direct 7.79% -% -% -% -%
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
Dsp Top 100 Equity Fund 1
Nippon India Large Cap Fund 2
Icici Prudential Bluechip Fund 3
Hdfc Top 100 Fund 4
Canara Robeco Bluechip Equity Fund 5
Sbi Blue Chip Fund 6

NAV Date: 07-03-2025

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Large Cap Regular Plan Growth 12.3
-0.0300
-0.2800%
Motilal Oswal Large Cap Regular Plan IDCW 12.3
-0.0300
-0.2800%
Motilal Oswal Large Cap Direct Plan Growth 12.48
-0.0300
-0.2700%
Motilal Oswal Large Cap Direct Plan IDCW 12.48
-0.0300
-0.2700%

Review Date: 07-03-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It reflects the surge in the investment's value throughout the investment period, communicated as a percentage or a specific monetary sum. Our analysis encompassed four return parameters of this fund. We have organized the return parameters into three performance groups for evaluation: the top 25%, parameters that rank below the top 25% but above average, and parameters that are below average. Below, you'll find a breakdown of how each parameter has performed.
    1. Top 25%: Three return parameters of the Motilal Oswal Large Cap Fund are in the top 25% in the category, as listed below:
      • 3M Return %
      • 6M Return %
      • 1Y Return %
    2. Above Average Below the Top 25%: The Motilal Oswal Large Cap Fund has one return parameter in the category, which is above average but below the top 25%, as shown below:
      • 1M Return %
    3. Below Average: Motilal Oswal Large Cap Fund has no return parameters that are below average in the category.
  2. Risk: The threat of not realizing projected profits or even facing financial loss due to different issues is known as risk. 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: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
    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.


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.


Date Motilal Oswal Large Cap Fund NAV Regular Growth Motilal Oswal Large Cap Fund NAV Direct Growth
07-03-2025 12.2976 12.4808
06-03-2025 12.3319 12.5152
05-03-2025 12.2271 12.4083
04-03-2025 12.087 12.2657
03-03-2025 12.1027 12.2812
28-02-2025 12.1261 12.3036
27-02-2025 12.3579 12.5384
25-02-2025 12.3651 12.5447
24-02-2025 12.3679 12.5471
21-02-2025 12.5064 12.6863
20-02-2025 12.566 12.7462
19-02-2025 12.5339 12.7132
18-02-2025 12.4945 12.6728
17-02-2025 12.4689 12.6464
14-02-2025 12.4945 12.6709
13-02-2025 12.5905 12.7679
12-02-2025 12.5799 12.7566
11-02-2025 12.5827 12.759
10-02-2025 12.7517 12.9299
07-02-2025 12.8758 13.0543

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.