Sharpe ratio
0.67Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+0.86%1Y Absolute Return
-0.56%1D
Loading NAV history…
Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Motilal Oswal Large Cap Direct Plan GrowthFund 1Y annualised return · 5Y history unavailable | ₹7,47,632 | ₹7,32,612 | ₹15,020 | +0.86% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.16
₹1 Lakh since launch₹1.16 Lakh
Fund age2.8 yrs
Fund information
Scheme code152354
ISININF247L01CE3
BenchmarkNIFTY 100 TRI
CategoryEquity Scheme - Large Cap Fund
Expense ratio1.02%
Exit loadExit load of 1%, if redeemed within 365 days.
Minimum SIP₹500 SIP
Return comparison
55th / 152 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +194.95% | — | — |
| 3M | +16.90% | — | — |
| 6M | +19.65% | — | — |
| 1Y | +0.86% | — | -0.95% |
| Since Launch | +15.54% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.97Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
14.34%How much the fund’s returns fluctuate over time.
Moderate volatility
Returns can move up and down noticeably.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.98How well the fund rewarded investors relative to its biggest decline.
Good
Good return relative to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Allocation data has not been disclosed.
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 52 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 9.06% |
| ICICI Bank Ltd | Financial | Equity | 7.49% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 6.5% |
| NIFTY 24800 Call August 2026 Option | Financial | Index Derivatives | 5.31% |
| Bharti Airtel Ltd | Technology | Equity | 4.55% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.43% |
| State Bank of India | Financial | Equity | 3.19% |
| Infosys Ltd | Technology | Equity | 3.16% |
| Axis Bank Ltd | Financial | Equity | 2.48% |
| Bajaj Finance Ltd | Financial | Equity | 2.3% |
Fund management
RA
Rakesh Shetty
Since 2024 · 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.
Mr. Shetty has done B.Com
SW
Swapnil P Mayekar
Since 2025 · Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
AJ
Ajay Khandelwal
Since 2024 · Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
Mr. Khandelwal is MBA & Bachelor of Engineering.
AT
Atul Mehra
Since 2024 · Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - large cap fund. Losses and swings stayed contained — worst fall -15.8%, volatility 14.3%. Ranks 55 of 152 in its category over 1 year.
Strengths
- Losses and swings stayed contained — worst fall -15.8%, volatility 14.3%.
Weaknesses
- None
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 14.3% volatility.
Risk drivers
- None