Objective of the Scheme: The Motilal Oswal Large Cap Fund is currently one of the best performing fund across the large cap segments. The investment objective of this scheme is to achieve a long term capital growth and appreciation by investing in equity and equity related instruments of large cap companies. The investment in larger capital and fundamentally strong performing companies are assumed as stable and growth oriented. However, there no assurance can be granted for the return on the investment and the objective of the scheme for a certain period. In longer vision the investments are always gives expected returns.
Type of the fund: It is a Large Cap Fund is an open-ended equity scheme predominantly investing in large cap stocks
Returns on this Scheme: Current valuation of an investment of Rupees 10000/- on this scheme as on date. The date of inception of this fund is 6 Feb 2024.
| Investment Period | Performance of this fund | Benchmark return |
| 1 Year | 12625/- | 10722/- |
| Since inception | 13471/- | 11283/- |
Top 10 Portfolio Holdings of the scheme:
| Name of the Stocks | Holding % |
| HDFC Bank Limited | 9.91% |
| ICICI Bank Limited | 7.43% |
| Reliance Industries Limited | 6.83% |
| Infosys Limited | 4.19% |
| Bharti Airtel Limited | 3.64% |
| Larsen & Toubro Limited | 3.11% |
| Kotak Mahindra Bank Limited | 3.08% |
| Cholamandalam Financial Holdings Limited | 3.03% |
| ITC Limited | 2.97% |
| Axis Bank Limited | 2.95% |
Data provided is based on the details given by Motilal oswal mutual funds and as on 30 Apr 2025
Product Suitability: This product is suitable for investors who are seeking*
- Long term capital growth and appreciation on their investment
- Investments in equity and equity related instruments of large cap stocks. Investment in fundamentally strong large cap companies.
*Investors should consult their financial advisers if in doubt about whether this product is suitable for them.
The scheme document is taken from the Motilal Oswal Mutual Fund official website. The stocks/sectors mentioned above may or may not be part of our portfolio/scheme.