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NAV: 03 Sep 2025
₹24.14
Rating
1
Min. SIP amount
₹500
Fund size
₹356.10Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (50)
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Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity Large Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -9.9% | 16.1% | 19.8% | 16.7% |
| Category average | -3.8% | 14.0% | 18.3% | NA |
| Rank with in category | 84 | 22 | 15 | NA |
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Peer Comparison
| Equity, Large Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Nippon India Large Cap Fund Direct Growth | 5 | 1.9% | 20.3% | 44,164.76 |
ICICI Prudential Large Cap Fund Direct Growth | 5 | 0.4% | 18.8% | 71,787.87 |
DSP Large Cap Fund Direct Growth | 5 | -0.4% | 18.2% | 6,398.93 |
HDFC Large Cap Fund Direct Growth | 5 | -3.3% | 16.7% | 38,116.69 |
Canara Robeco Large Cap Fund Direct Growth | 4 | 0.9% | 16.4% | 16,406.92 |
Expense ratio, exit load and tax
Expense ratio: 0.32%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 15 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
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Check past data
Fund management
Rakesh ShettyDec 2024 - PresentView details
Rakesh Shetty
Dec 2024 - Present
View details
Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, 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.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NAWebsite
www.motilaloswalmf.com
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity Large Cap
Pros
Lower expense ratio: 0.32%
3Y and 5Y annualised returns higher than category average
Cons
1Y annualised returns lower than category average by 6.98%
Low rating: 1
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