| Launch date | 17 Jan 2024 |
| Allotment date | 06 Feb 2024 |
| End date | 31 Jan 2024 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.84%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 365 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Fund management
Swapnil P MayekarNov 2025 - PresentView details
Ajay KhandelwalJan 2024 - PresentView details
Rakesh ShettyJan 2024 - PresentView details
Atul MehraJan 2024 - PresentView details
Fund house & investment objective
| Rank (total assets) | #19 in India |
|---|---|
| Total AUM | ₹1,35,166.52Cr |
| Date of Incorporation | 29 Dec 2009 |
|---|
Motilal Oswal Large Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Sunil Sawant is the Current Fund Manager of Motilal Oswal Large Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,35,167 Cr and the Latest NAV as of 02 Apr 2026 is ₹12.75. The Motilal Oswal Large Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 365 days. ;
Investment Objective
The scheme seeks 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. ;
| Fund benchmark | NIFTY 100 Total Return Index |
|---|
Fund house contact details
Peer Comparison
| Equity, Large Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Nippon India Large Cap Fund Direct Growth | 5 | 0.9% | 16.4% | 51,403.80 |
WhiteOak Capital Large Cap Fund Direct Growth | 5 | 1.0% | 16.2% | 1,148.98 |
DSP Large Cap Fund Direct Growth | 5 | -3.1% | 15.3% | 7,269.64 |
ICICI Prudential Large Cap Fund Direct Growth | 5 | -0.5% | 15.0% | 77,451.59 |
HDFC Large Cap Fund Direct Growth | 5 | -3.1% | 12.5% | 40,085.19 |