Motilal Oswal Mutual Fund | Despite the constant fluctuations in the stock market during the last financial year, the performance of large-cap mutual funds has remained comparatively stable. The Motilal Oswal Large Cap Fund, which has topped the category, has delivered more than 26 percent return in one year, which is more than four times its benchmark index. In this context, it will be really interesting to know what the reasons behind the performance of the Motilal Oswal Large Cap Fund are.
Talking about the entire large cap fund segment, apart from Motilal Oswal’s scheme, a few other large cap funds have also provided returns of 10 to 15 percent. Among the 31 funds included in the large cap category, only 2 large cap funds recorded negative returns during the financial year 2024-25. These figures validate the belief that large cap mutual funds generally have the capability to provide more stable returns in tough market conditions.
The previous performance of Motilal Oswal Large Cap Fund
According to the data from the Association of Mutual Funds in India (AMFI), the Motilal Oswal Large Cap Fund has provided the highest return in its category over the past year. Additionally, the return of this scheme has been more than four times compared to the benchmark index. Launched on February 6, 2024, this scheme has delivered an annual return of 29.25% since its inception.
Motilal Oswal Large Cap Fun – 1 year return
* 1 Year Return: 26.83% (Direct Plan), 25.13% (Regular Plan)
* Benchmark Index: NIFTY 100 Total Return Index
* Benchmark Index Return: 6.14%
* Assets Under Management (AUM): ₹1,911.99 Crores
* Expense Ratio: 0.74% (Direct Plan), 2.07% (Regular Plan)
* Risk Level: Very High
The secret of the returns of Motilal Oswal Large Cap Fund
It will also be interesting to know which stocks the managers of the Motilal Oswal Large Cap Fund have invested in, thanks to which this scheme has had excellent returns despite market fluctuations over the past year. It can also be said that the investment in these shares is the biggest reason for the fund’s better returns. This large cap fund has invested up to 80 to 100 percent in large cap funds, while investment in other segments has ranged from 0 to 20 percent. Let’s take a look at the top 10 holdings of this scheme.
