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Motilal Oswal Large Cap Fund

Large Cap Fund is an open-ended equity scheme predominantly investing in large cap stocks

  • investedProple:1,51,109

  • fundIcon:/content/dam/motilal-mf/fund-icons/MO_LC.svg

  • dateAsOn:28 Feb 2026

  • schDetail:

    • exitLoad:

      NIL

    • nfoStartDate: 17-Jan-2024

    • sebiCategory: Equity Fund

    • cmotsGroupCode: MO44575

    • dateOfAllotment: 2024-02-06

    • schemeName: Motilal Oswal Large Cap Fund

    • nfoEndDate: 31-Jan-2024

    • exitLoadShort: 1% < 1 Year

    • CMOTSAMCCode: 38442

    • fundCategoryCode: MF

    • schcode: LC

  • minamount:

    • 0:

      • minredamt: NULL
      • minsipamt: NULL
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: D
      • plancode: DP

    • 1:

      • minredamt: NULL
      • minsipamt: NULL
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: R
      • plancode: DP

    • 2:

      • minredamt: NULL
      • minsipamt: NULL
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GD

    • 3:

      • minredamt: NULL
      • minsipamt: NULL
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GP

    • 4:

      • minredamt: NULL
      • minsipamt: NULL
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: D
      • plancode: PD

    • 5:

      • minredamt: NULL
      • minsipamt: NULL
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: R
      • plancode: PD

  • fundsTaggingSection:

    • 0: motilal-oswal-amc:indian-equity-
    • 1: motilal-oswal-amc:large-cap
    • 2: motilal-oswal-amc:active

  • planList:

    • 0:

      • sixth_char_name: D
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • groupedName: Direct Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01CE3
      • amfi_schcode: 152354
      • cmt_schcode: 44577

    • 1:

      • sixth_char_name: R
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • groupedName: Regular-Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01CB9
      • amfi_schcode: 152352
      • cmt_schcode: 44575

    • 2:

      • sixth_char_name: R
      • planNameOriginal: Regular Payout
      • groupedCode: DPD
      • groupedName: Regular IDCW Payout
      • optionCode: D
      • optionName: IDCW Payout
      • planCode: DP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

    • 3:

      • sixth_char_name: R
      • planNameOriginal: Regular Reinvestment
      • groupedCode: DPR
      • groupedName: Regular IDCW Reinvestment
      • optionCode: R
      • optionName: IDCW Reinvestment
      • planCode: DP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
      • isin: INF247L01CD5
      • amfi_schcode: 152353
      • cmt_schcode: 44576

    • 4:

      • sixth_char_name: D
      • planNameOriginal: Direct Reinvestment
      • groupedCode: PDR
      • groupedName: Direct IDCW Reinvestment
      • optionCode: D
      • optionName: IDCW Reinvestment
      • planCode: PD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment

    • 5:

      • sixth_char_name: D
      • planNameOriginal: Direct Payout
      • groupedCode: PDD
      • groupedName: Direct IDCW Payout
      • optionCode: D
      • optionName: IDCW Payout
      • planCode: PD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

  • nav:

    • 0:

      • latnav: 12.7589
      • optioncode: D
      • plancode: DP
      • prodcode: LCDP
      • recdt: 01-Apr-2026
      • navchng: 0.22
      • navchngper: 2.03

    • 1:

      • latnav: 12.7589
      • optioncode: R
      • plancode: DP
      • prodcode: LCDP
      • nav_date: 01-Apr-2026
      • nav_amount: 11.0096
      • recdt: 01-Apr-2026
      • navchng: 0.22
      • navchngper: 2.03

    • 2:

      • latnav: 14.0381
      • optioncode: G
      • plancode: GD
      • prodcode: LCGD
      • nav_date: 01-Apr-2026
      • nav_amount: 12.7057
      • recdt: 01-Apr-2026
      • navchng: 0.26
      • navchngper: 2.03

    • 3:

      • latnav: 13.6706
      • optioncode: G
      • plancode: GP
      • prodcode: LCGP
      • nav_date: 01-Apr-2026
      • nav_amount: 12.3605
      • recdt: 01-Apr-2026
      • navchng: 0.25
      • navchngper: 2.03

    • 4:

      • latnav: 13.257
      • optioncode: D
      • plancode: PD
      • prodcode: LCPD
      • recdt: 01-Apr-2026
      • navchng: 0.23
      • navchngper: 2.03

    • 5:

      • latnav: 13.257
      • optioncode: R
      • plancode: PD
      • prodcode: LCPD
      • nav_date: 01-Apr-2026
      • nav_amount: 11.4526
      • recdt: 01-Apr-2026
      • navchng: 0.23
      • navchngper: 2.03

  • returns:

    • 0:

      • oneYear_Ret: 5.22
      • oneYear_marketValue: 10521.849564163253
      • inception_Ret: 12.54
      • inception_marketValue: 12758.9
      • latNavDate: 2026-02-28
      • prodcode: LCDP
      • plancode: DP
      • optioncode: D

    • 1:

      • oneYear_Ret: 14.1
      • oneYear_marketValue: 11409.749991872297
      • inception_Ret: 17.87
      • inception_marketValue: 14038.1
      • latNavDate: 2026-02-28
      • prodcode: LCGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 152354
      • cmt_schcode: 44577
      • isin: INF247L01CE3

    • 2:

      • oneYear_Ret: 12.74
      • oneYear_marketValue: 11273.698880926268
      • inception_Ret: 16.36
      • inception_marketValue: 13670.599999999999
      • latNavDate: 2026-02-28
      • prodcode: LCGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 152352
      • cmt_schcode: 44575
      • isin: INF247L01CB9

    • 3:

      • oneYear_Ret: 7.75
      • oneYear_marketValue: 10775.070305769137
      • inception_Ret: 14.64
      • inception_marketValue: 13256.999999999998
      • latNavDate: 2026-02-28
      • prodcode: LCPD
      • plancode: PD
      • optioncode: D

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Historical Performance

CAGR

planList:

  • 0:

    • sixth_char_name: D
    • planNameOriginal: Direct Growth
    • groupedCode: GDG
    • groupedName: Direct Growth
    • optionCode: G
    • optionName: Growth
    • planCode: GD
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
    • isin: INF247L01CE3
    • amfi_schcode: 152354
    • cmt_schcode: 44577

  • 1:

    • sixth_char_name: R
    • planNameOriginal: Regular Growth
    • groupedCode: GPG
    • groupedName: Regular-Growth
    • optionCode: G
    • optionName: Growth
    • planCode: GP
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
    • isin: INF247L01CB9
    • amfi_schcode: 152352
    • cmt_schcode: 44575

  • 2:

    • sixth_char_name: R
    • planNameOriginal: Regular Payout
    • groupedCode: DPD
    • groupedName: Regular IDCW Payout
    • optionCode: D
    • optionName: IDCW Payout
    • planCode: DP
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

  • 3:

    • sixth_char_name: R
    • planNameOriginal: Regular Reinvestment
    • groupedCode: DPR
    • groupedName: Regular IDCW Reinvestment
    • optionCode: R
    • optionName: IDCW Reinvestment
    • planCode: DP
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
    • isin: INF247L01CD5
    • amfi_schcode: 152353
    • cmt_schcode: 44576

  • 4:

    • sixth_char_name: D
    • planNameOriginal: Direct Reinvestment
    • groupedCode: PDR
    • groupedName: Direct IDCW Reinvestment
    • optionCode: D
    • optionName: IDCW Reinvestment
    • planCode: PD
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment

  • 5:

    • sixth_char_name: D
    • planNameOriginal: Direct Payout
    • groupedCode: PDD
    • groupedName: Direct IDCW Payout
    • optionCode: D
    • optionName: IDCW Payout
    • planCode: PD
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

  • returns:

    • 0:

      • oneYear_Ret: 5.22
      • oneYear_marketValue: 10521.849564163253
      • inception_Ret: 12.54
      • inception_marketValue: 12758.9
      • latNavDate: 2026-02-28
      • prodcode: LCDP
      • plancode: DP
      • optioncode: D

    • 1:

      • oneYear_Ret: 14.1
      • oneYear_marketValue: 11409.749991872297
      • inception_Ret: 17.87
      • inception_marketValue: 14038.1
      • latNavDate: 2026-02-28
      • prodcode: LCGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 152354
      • cmt_schcode: 44577
      • isin: INF247L01CE3

    • 2:

      • oneYear_Ret: 12.74
      • oneYear_marketValue: 11273.698880926268
      • inception_Ret: 16.36
      • inception_marketValue: 13670.599999999999
      • latNavDate: 2026-02-28
      • prodcode: LCGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 152352
      • cmt_schcode: 44575
      • isin: INF247L01CB9

    • 3:

      • oneYear_Ret: 7.75
      • oneYear_marketValue: 10775.070305769137
      • inception_Ret: 14.64
      • inception_marketValue: 13256.999999999998
      • latNavDate: 2026-02-28
      • prodcode: LCPD
      • plancode: PD
      • optioncode: D

  • bmCode: 2001

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Periodic Returns

Data as on 28 Feb 2026

CAGR
Current value of Investment of ₹10,000

NIL

See other funds managed by the Fund Manager

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Past Performance Calculator

Explore how much wealth you would have created by investing in our schemes using this SIP Calculator

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Motilal Oswal Mid cap fund

SIP

Lumpsum

If you would have invested monthly

If you would have invested

10000

Tenure

10

Invested Amount

1200000

Current Value of Investment

2500000

Return (CAGR)

18

Start SIP

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Disclaimer:

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Why this fund?

Expertise

Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.

High Conviction

A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.

Quality and Growth

We prioritize business quality and management strength, guided by our QGLP investment philosophy.

*Based upon our current investment strategy.

Pioneering Growth

A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.

Skin in the Game

Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.

*Data as on 31st January 2024.

Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.

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Fund philosophy from our fund manager

https://youtu.be/Ji1-m2SdyZI

Image

Niket Mehta

Fund Manager, Motilal Oswal Asset Allocation Passive Fund

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Portfolio Composition

Download

Sector Holdings
Stock Holdings

Industry Classification as recommended by AMFI

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    1. Key Facts

    2. Launched on 06 Feb 2024

Investment Objective

  • methodology:

    NIL

  • indexMethodology:

    NIL

  • applicationAmount:

    ₹ 500/- and in multiples of ₹ 1/- thereafter

  • redemptionAmont: ₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower.

  • exitLoad:

    NIL

  • aum:

    • 0:

      • latestAum: 3242.2663
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: D
      • plancode: DP
      • prodcode: LCDP

    • 1:

      • latestAum: 3242.2663
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: R
      • plancode: DP
      • prodcode: LCDP

    • 2:

      • latestAum: 3242.2663
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: G
      • plancode: GD
      • prodcode: LCGD

    • 3:

      • latestAum: 3242.2663
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: G
      • plancode: GP
      • prodcode: LCGP

    • 4:

      • latestAum: 3242.2663
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: D
      • plancode: PD
      • prodcode: LCPD

    • 5:

      • latestAum: 3242.2663
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: R
      • plancode: PD
      • prodcode: LCPD

  • portfolioTurnoverRatio: 0.40

  • planList:

    • 0:

      • sixth_char_name: D
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • groupedName: Direct Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01CE3
      • amfi_schcode: 152354
      • cmt_schcode: 44577

    • 1:

      • sixth_char_name: R
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • groupedName: Regular-Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01CB9
      • amfi_schcode: 152352
      • cmt_schcode: 44575

    • 2:

      • sixth_char_name: R
      • planNameOriginal: Regular Payout
      • groupedCode: DPD
      • groupedName: Regular IDCW Payout
      • optionCode: D
      • optionName: IDCW Payout
      • planCode: DP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

    • 3:

      • sixth_char_name: R
      • planNameOriginal: Regular Reinvestment
      • groupedCode: DPR
      • groupedName: Regular IDCW Reinvestment
      • optionCode: R
      • optionName: IDCW Reinvestment
      • planCode: DP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
      • isin: INF247L01CD5
      • amfi_schcode: 152353
      • cmt_schcode: 44576

    • 4:

      • sixth_char_name: D
      • planNameOriginal: Direct Reinvestment
      • groupedCode: PDR
      • groupedName: Direct IDCW Reinvestment
      • optionCode: D
      • optionName: IDCW Reinvestment
      • planCode: PD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment

    • 5:

      • sixth_char_name: D
      • planNameOriginal: Direct Payout
      • groupedCode: PDD
      • groupedName: Direct IDCW Payout
      • optionCode: D
      • optionName: IDCW Payout
      • planCode: PD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

  • benchmark: Nifty 500 TRI

  • expenseRatioDirect: 0.75

  • benchmarkreturns:

    • 0:

      • type: BM
      • groupName: Nifty 100 TRI (PRIMARY)
      • latNavDate: 2026-02-28
      • latnav: 35649.11
      • oneYear_Ret: 16.43966625239459
      • inception_Ret: 8.724743212644604
      • bmcode: 2001.0

    • 1:

      • type: BM
      • groupName: Nifty 50 TRI (SECONDARY)
      • latNavDate: 2026-02-28
      • latnav: 37943.67
      • oneYear_Ret: 15.07371405279898
      • inception_Ret: 8.211848406568967
      • bmcode: 2006.0

  • entryLoad:

    NIL

Minimum Application Amount

₹500/- and in multiples of ₹1/- thereafter

Minimum Redemption Amount

₹500/- then ₹1/- increments, up to account balance

Latest AUM

3242.2663

2026-02-28T00:00:00

Portfolio Turnover Ratio

0.40

Plans

Direct,Regular

Options (Under each plan)

Growth

Benchmark

Nifty 500 TRI

Total Expense Ratio

0.75

Inception date

2026-02-28

Entry Load

NIL

Exit Load Policy

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Our Fund Managers

Managing this fund since

Total AUM

  • schDetail

    • exitLoad:

      NIL

    • nfoStartDate: 17-Jan-2024

    • sebiCategory: Equity Fund

    • cmotsGroupCode: MO44575

    • dateOfAllotment: 2024-02-06

    • schemeName: Motilal Oswal Large Cap Fund

    • nfoEndDate: 31-Jan-2024

    • exitLoadShort: 1% < 1 Year

    • CMOTSAMCCode: 38442

    • fundCategoryCode: MF

    • schcode: LC

  • fundManager:

    • 0:

      • description:

        Mr Atul Mehra is passionate about investing; and has been an investor since 13 years of age. He has over 15 years of professional work experience with last 10 years within Motilal Oswal Group, prior to which he worked with Edelweiss Capital for another 5 years. Academically, he is a CFA Charter holder and has completed the Chartered Financial Analyst (CFA) Program, from CFA Institute, Charlottesville, Virginia, USA and has specialization in Finance through BAF (Bachelor of Commerce in Accounting and Finance) from HR College, Mumbai and Post-Graduation in Commerce through M.Com (Masters in Commerce, Accountancy) from Mumbai University.

      • designation: Vice President

      • picture: /content/dam/motilal-mf/fund-manager/mr-atul-mehra.png

      • fundManagerName: Atul Mehra

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/atul-mehra

    • 1:

      • description:

        Swapnil has over 12 years of experience in the fund management and product development.

        Motilal Oswal Asset Management Company Ltd. from March 2010 onwards.

        Business Standard, Research Associate from August 2005 to February 2010.

      • designation: Fund Manager

      • picture: /content/dam/motilal-mf/fund-manager/mr-swapnil-mayekar.png

      • fundManagerName: Swapnil Mayekar

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/swapnil-mayekar

    • 2:

      • description:

        Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

      • designation: Fund Manager/Dealer

      • picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png

      • fundManagerName: Rakesh Shetty

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty

    • 3:

      • description:

        Ajay has 13 years rich experience in fund management and research related activity. Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Small Cap Fund. He has done post-graduation i.e. MBA from Manipal University. Mr. Ajay possess expertise in Fund Management.

      • designation: Executive Group Vice President

      • picture: /content/dam/motilal-mf/fund-manager/mr-ajay-khandelwal.png

      • fundManagerName: Ajay Khandelwal

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/ajay-khandelwal

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Downloads

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Frequently Asked Questions

What is Large Cap?

A Large Cap fund is an equity -oriented mutual fund scheme that invest 80% of their asset predominantly in large cap companies. Large cap companies are 1st – 100th company in term of full market capitalization.

Why Large Caps?

Large Caps as Key Economic Drivers: Large caps contribute ~35% ($1.3trillion out of $3.8 trillion) to the total GDP, making them vital for overall economic growth.Despite constituting 64% of market capitalization, they contribute significantly, with 65% of sales and 74% of profits in the listed universe. As India aims to become the third-largest economy, large caps are poised to generate substantial wealth and fuel economic growth.

Indian Large Caps are still global mid and small caps: Indian large caps can be perceived as global mid and small caps. With only three Indian companies ranking in the Global Top 100 by Market Cap, the 41st largest market cap company in India doesn't make the global top 1000 list, and the 100th Indian company ranks 2142nd globally. Anticipating India's ascent in the global economic arena, the potential inclusion of more Indian companies in the top 100 globally could lead to significant wealth creation. Therefore, Indian large caps, despite their domestic dominance, offer substantial growth potential on the global stage.

Large Caps: Lower Drawdowns, Faster Recovery: Large caps exhibit lower drawdowns and quicker recoveries compared to mid and small caps, ensuring higher capital protection with reduced volatility. This characteristic makes large caps an attractive choice for investors seeking stability and a favourable risk- return profile.

Large caps can provide fair return over medium to long term: Over the last 21 years, Large caps (Nifty 100 TRI) have grown nearly 29 times, compounding at ~17.4%. Considering a 7-year investment horizon, there's a 98.2% chance of achieving returns exceeding 7%, rising to 99.2% for a 10-year period.

Why Large Caps Now?

A mutual fund is an investment option where your money is pooled with that of other investors and managed by a professional fund manager. The fund manager invests this combined amount into a mix of assets like stocks, bonds, or other securities to help grow your money over time. It's a simple way to invest without having to pick individual stocks or track the markets yourself

Why Motilal Oswal Large Caps?

Unique Investment Approach of Motilal Oswal Large Cap Fund: The Motilal Oswal Large Cap Fund stands out with its unique "ACE*" construct— High Active Share, High Conviction & Equi-weighted Portfolio.

High Active Share: A comparison with peers, where 94% of Large Cap Category AUM resides in funds with AUM above 5,000 crores, reveals a distinctive approach. While all peers mirror the index with an active share below 50%, our fund aims to maintain an Active share of 60-80%, providing a unique positioning against the benchmark.

High Conviction, Focused Portfolios: Unlike peers with an average of around 58 stocks, Motilal Oswal Large Cap Fund aims to adopt a focused approach with a portfolio of ~30 stocks. This commitment to high Conviction, avoiding a long tail mirroring the benchmark, aligns with our philosophy of identifying stocks focused on high growth thus leading to higher alpha.

Equi-Weighted Portfolio Strategy: The fund implements a completely unique strategy in the active large-cap category by maintaining an Equi-weighted portfolio. While index & peers allocate 25.0% and 23.4% to their top 3 holdings respectively, we aim for around 10%, demonstrating a commitment to risk management.

High Quality & High Growth Investing: Recognizing the pivotal role of business quality and management, our QGLP Investment Philosophy serves as a guiding principle in identifying promising large cap companies.

Skin in the Game: Demonstrating our strong conviction in our funds, MOAMC has made prop investments exceeding 5,000 crores across our funds as on 31st Dec’23. This commitment is mirrored by the promoters' dedication to investing during the large cap NFO, aligning with our strategy and conviction. Also, the fund manager shall have all his investments in the funds managed by him highlighting high manager Skin in the Game as well.

Fresh Portfolio: Our fresh portfolio is meticulously curated to capture the best opportunities and future growth potential. This sets us apart from other funds in the category with large AUM sizes.

Growth Themes: Our investment strategy focuses on in-house identified themes driven by domestic growth and thriving in a supportive policy environment. This forward- looking approach ensures alignment with dynamic market conditions and emerging opportunities.

Why invest in Motilal Oswal Large Cap fund?

High Active Share: Unlike peers with lower active share and index- mimicking allocations, Motilal Oswal Large Cap Fund targets a substantial active share of 60%-80%, ensuring a more dynamic and strategic investment approach.

High Conviction Focused Portfolio: While peers typically hold an average of 58 stocks, Motilal Oswal Large Cap Fund aims to build a High Conviction ~ 30-stock portfolio based upon the current portfolio construct/ fund management strategy. This aims to enhance the fund's potential for strong returns by concentrating on well-researched and selective investments.

Equi-weighted Portfolio: The fund offers a unique blend of high conviction and balanced diversification, a combination that distinguishes it from both the index and peers. This balance minimizes overreliance on a few top names, providing a more comprehensive approach to wealth creation.

Will promoters invest in Motilal Oswal Large cap Fund?

Yes, Demonstrating Its strong conviction in the funds, MOAMC has made proprietor investments exceeding 5,000 crores across all funds. This commitment is mirrored by the promoters' dedication to investing during the large cap NFO, aligning with investors interest.

What is the investment objective of Motilal Oswal Large Cap Fund?

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.

What are the risks associated with investing in Large-cap funds?

It is important to note that Large Caps are usually less risky (prices are less volatile) as compared to other category. Please refer to SID for further details.

Can I Invest Through SIP (Systematic Investment Plan) in the Motilal Oswal Large Cap Fund NFO?

Yes, SIP Plans are available for investing in NFO. Available frequencies are weekly, fortnightly, monthly, quarterly and yearly. Please refer to scheme documents for minimum instalment amount and no of instalments.

What is the lock-in period for this NFO?

What is the minimum investment amount for Motilal Oswal Large Cap Fund NFO?

For lumpsum it is 500Rs initial investment followed by multiples of 1Re; Please check scheme document for minimum amount related to SIP

What are the Tax Implications of Investing in a Large-cap Mutual Fund?

Tax implications of investing in an equity large cap mutual fund is similar to investing in any pure equity mutual fund

How to choose the Right Large Cap Fund to invest in?

An actively managed large cap fund which has the ability to deliver sustainable growth on a portfolio level; this portfolio can be constructed by alignment towards top quartile sectors supported by pro-growth policy environment, indigenization and orientation towards domestic market

How do large cap funds differ from other category of mutual funds?

Large cap funds as per objective have to invest minimum 80% of total assets in equity related instruments of large cap companies. The Motilal Oswal Large Cap Fund stands out with its unique "ACE" construct— High Active Share, High Conviction & Equi-weighted Portfolio.

What factors should investors consider before investing in a large cap fund?

Investors could consider standard and scheme specific risk factors related to equity investments. Please refer SID for further details.

What is the expense ratio for Large cap funds?

Expense ratio for the fund by regulatory limit is capped at maximum 2.25% per annum of daily NAV. As NAV is calculated net of expenses and payables, the daily NAV shall be affected to the tune of expense ratio/additional expenses already defined in scheme documents.

Who can invest in Motilal Oswal Large Cap Fund?

Investors looking for capital appreciation or wealth creation over long investment horizon.
Investors looking to invest in high growth portfolios for long term wealth creation.
Investors seeking to benefit from experience and expertise of Motilal Oswal Asset Management in Large Cap Investing.
Investors seeking to invest in a high conviction focused equi-weighted large cap portfolio.
Investors with investment horizon of 3-5 years.

Source: MOAMC Internal Research, Avendus Spark, AMFI, SEBI,Bloomberg,DAM Capital, Ambit Research. *up to 20% of the portfolio may be an exception to the above frameworks. The above construct is based upon our current fund management/ investment strategy. However the same shall be subject to change basis the disclosures made in the SID and KIM of the scheme. Data used are as on 31st Dec’23.

Disclaimers: This presentation has been prepared and issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact and terms and conditions and features of Motilal Oswal Large Cap Fund. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, charts/graphs, estimates and data included in this presentation are as on date and are subject to change without notice. While utmost care has been exercised while preparing this document, Motilal Oswal Asset Management Company Limited (MOAMC) does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Readers shall be fully responsible/liable for any decision taken on the basis of this presentation. No part of this document may be duplicated in whole or in part in any form and/or redistributed without prior written consent of the Motilal Oswal Mutual Fund/Motilal Oswal Asset Management Company Limited. Readers should before investing in the Scheme make their own investigation and seek appropriate professional advice. Please read Scheme Information Document (SID) and Statement of Additional Information (SAI) carefully before investing . Past performance of the Sponsor/ AMC/ Mutual Fund and its affiliates does not indicate the future performance of the scheme and may not provide a basis of comparison with other investments. The Stocks/sectors mentioned above are used to explain the concept and is for illustration purpose only and should not be used for development or implementation of any investment strategy. It should not be construed as investment advice to any party. The stocks may or may not be part of our portfolio/strategy/ schemes. Past performance may or may not be sustained in future Statutory Details: Constitution: Motilal Oswal Mutual Fund has been set up as a trust under the Indian Trust Act, 1882. Trustee: Motilal Oswal Trustee Company Limited. Investment Manager: Motilal Oswal Asset Management Company Ltd. (CIN: U67120MH2008PLC188186) Sponsor: Motilal Oswal Financial Services Ltd.

Mutual fund investments are subject to market risks, read all scheme related documents carefully.

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