Motilal Oswal Large Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Motilal Oswal Large Cap Fund - Regular Plan - Growth is ₹10.58.
It is better to invest in a fund with a longer track record as Motilal Oswal Large Cap Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 100 - TRI, as the Funds portfolio is similar to its benchmark.
Motilal Oswal Large Cap Fund - Regular Plan - Growth fund’s expense ratio is 2.34%
The process for redemption is
The AUM of Motilal Oswal Large Cap Fund - Regular Plan - Growth is currently ₹770 Crores.
The Top three stocks are Grasim Industries, Bajaj Hold & Invest and Phoenix Mills and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 33% of fund’s portfolio respectively.
Top three sectors of Motilal Oswal Large Cap Fund - Regular Plan - Growth fund are BFSI, IT and Construction & Infrastructure accounting for 50% of the total portfolio.
Since this is a Equity - Large Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Motilal Oswal Large Cap Fund - Regular Plan - Growth Fund is Equity - Large Cap Fund.
Ajay Khandelwal and Niket Shah manage the Motilal Oswal Large Cap Fund - Regular Plan - Growth Fund.
Motilal Oswal Large Cap Fund - Regular Plan - Growth current PE ratio is 39.38 and PB ratio is 6.97
The asset allocation of Motilal Oswal Large Cap Fund - Regular Plan - Growth is Stocks : 96.22%, Debt : 3.79% and Gold : 0%
The minimum SIP amount for Motilal Oswal Large Cap Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Motilal Oswal Large Cap Fund - Regular Plan - Growth is 1% on or before 15 days, Nil after 15 days