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Snapshot
Snapshot
Motilal Oswal Large Cap Fund - Direct (G)
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Summary
Fund Name : Motilal Oswal Mutual Fund
Scheme Name : Motilal Oswal Large Cap Fund - Direct (G)
AMC : Motilal Oswal Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 17-Jan-24
Fund Manager : Ajay Khandelwal
Net Assets:(Rs. cr) 3146.70
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 500
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -1.70 -2.47 4.58 4.00 -2.24 NA NA 13.50
Category Avg -0.95 -1.81 7.03 10.28 4.66 12.44 12.21 13.23
Category Best 5.85 12.05 28.40 39.89 34.34 36.17 23.71 42.14
Category Worst -2.60 -6.56 -1.86 -7.10 -17.65 -4.61 -0.21 -12.52
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9860 4.3120 0.6273 7.8750 -0.0066
Asset Allocation
Holdings
Company Name% Hold
HDFC Bank 8.79
ICICI Bank 7.76
Reliance Industr 6.49
Bharti Airtel 4.28
Larsen & Toubro 3.60
SBI 3.37
Infosys 3.24
Axis Bank 2.69
TCS 2.36
Kotak Mah. Bank 2.33
M & M 2.24
Bajaj Finance 2.18
Bajaj Holdings 1.85
NTPC 1.77
ITC 1.76
Indiqube Spaces 1.75
Eternal 1.67
KFin Technolog. 1.67
Maruti Suzuki 1.64
Titan Company 1.62
Sun Pharma.Inds. 1.58
Grasim Inds 1.50
ICICI AMC 1.46
DLF 1.43
Power Grid Corpn 1.42
Chola Financial 1.42
Coal India 1.38
Indus Towers 1.36
Interglobe Aviat 1.33
Whirlpool India 1.28
Brigade Hotel 1.27
Torrent Pharma. 1.23
SBI Life Insuran 1.22
Tech Mahindra 1.19
Sambhv Steel 1.18
Leap India 1.17
Samvardh. Mothe. 1.14
Aptus Value Hou. 1.03
Varun Beverages 1.02
Shiprocket 0.91
Flair Writing 0.87
LTM 0.87
Foseco India 0.87
CG Power & Ind 0.87
Solarworld Ene. 0.84
Euro Pratik Sale 0.84
Trent 0.69
SBI Funds Mgt. 0.68
Dhoot Transmissi 0.65
SPR Auto Technol 0.59
Safari Inds. 0.55
Juniper Green 0.55
Molbio Diagnosti 0.43
Laser Power 0.20
Lumino Inds 0.16
Net CA & Others 1.76
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