Motilal Oswal Large Cap Fund Overview
Category Large Cap Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 19-11-2024
NAV ₹12.4(R) +0.25% ₹12.53(D) +0.26%
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
Jm Large Cap Fund 5
Hdfc Top 100 Fund 6

NAV Date: 19-11-2024

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Large Cap Regular Plan Growth 12.4
0.0300
0.2500%
Motilal Oswal Large Cap Regular Plan IDCW 12.4
0.0300
0.2500%
Motilal Oswal Large Cap Direct Plan Growth 12.53
0.0300
0.2600%
Motilal Oswal Large Cap Direct Plan IDCW 12.53
0.0300
0.2600%

Review Date: 19-11-2024

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%: The Motilal Oswal Large Cap Fund has three return parameters 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: It is defined as the prospect of not attaining expected yields or enduring financial setbacks due to numerous causes. 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.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -3.46
-4.73
-5.77 | -3.46 2 | 31 Very Good
3M Return % 0.27
-4.03
-7.71 | 0.27 1 | 31 Very Good
6M Return % 14.07
4.73
-0.82 | 14.07 1 | 31 Very Good
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -3.35 -4.64 -5.69 | -3.35 1 | 31
3M Return % 0.63 -3.76 -7.33 | 0.63 1 | 31
6M Return % 14.86 5.31 -0.07 | 14.86 1 | 31
Return data last Updated On : Nov. 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.25 ₹ 10,025.00 0.26 ₹ 10,026.00
1W -0.71 ₹ 9,929.00 -0.69 ₹ 9,931.00
1M -3.46 ₹ 9,654.00 -3.35 ₹ 9,665.00
3M 0.27 ₹ 10,027.00 0.63 ₹ 10,063.00
6M 14.07 ₹ 11,407.00 14.86 ₹ 11,486.00
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
19-11-2024 12.3998 12.5347
18-11-2024 12.3686 12.5027
14-11-2024 12.379 12.5113
13-11-2024 12.3294 12.4607
12-11-2024 12.4887 12.6212
11-11-2024 12.6144 12.7478
08-11-2024 12.647 12.7793
07-11-2024 12.7161 12.8486
06-11-2024 12.8402 12.9735
05-11-2024 12.6853 12.8166
04-11-2024 12.5576 12.687
31-10-2024 12.5798 12.7076
30-10-2024 12.5986 12.7261
29-10-2024 12.6411 12.7675
28-10-2024 12.5323 12.6572
25-10-2024 12.4833 12.6063
24-10-2024 12.6248 12.7487
23-10-2024 12.673 12.7969
22-10-2024 12.6571 12.7803
21-10-2024 12.8445 12.9691

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.