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Motilal Oswal Large Cap Fund | Latest NAV, Returns & Direct Investment Guide

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Invest in Motilal Oswal Large Cap Fund with latest NAV ₹14.24. Get complete details on returns since inception (28.14% CAGR), fund managers, investment strategy, and how to invest with Allvest.

Investment Objective and Approach

Motilal Oswal Large Cap Fund is an open-ended equity scheme that helps you invest in stocks of Large Cap Companies. The fund focuses on high-quality large-cap companies with strong growth potential and competitive advantages.

The investment approach follows a bottom-up stock selection methodology, where the fund managers identify companies with:

- Strong business fundamentals and market leadership positions

- Sustainable competitive advantages

- Consistent revenue and profit growth track record

- Quality management and governance practices

- Attractive valuations relative to their growth prospects

The fund maintains a concentrated portfolio approach, investing in carefully selected large-cap stocks across various sectors to achieve long-term capital appreciation while managing downside risk through diversification.

Fund Managers

Ajay Khandelwal, Niket Shah are the fund managers of Motilal Oswal Large Cap Fund Direct Growth since 6 February 2024.

Ajay Khandelwal brings extensive experience in equity research and portfolio management. 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. Shah is a MBA in Finance Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.

Niket Shah has a strong background in equity research with specialized focus on midcap companies. His analytical expertise and deep understanding of market dynamics complement the fund's investment philosophy of identifying quality growth stocks.

About the Fund House (AMC)

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL). Motilal Oswal Mutual Fund is a part of Motilal Oswal Financial Services Limited (MOFSL) and was established in 2009. It is one of the premier asset management companies in India.

The AMC has built a strong reputation for its research-driven investment approach and focuses on delivering consistent long-term returns across various market conditions. With a team of experienced fund managers and analysts, Motilal Oswal AMC manages a diverse range of equity and debt schemes catering to different risk profiles and investment objectives.

The fund house emphasizes transparency in operations and maintains strong governance standards while adhering to regulatory requirements. Their investment philosophy centers around identifying quality companies with sustainable business models and long-term growth potential.

Should I Invest in Motilal Oswal Large Cap Fund?

This fund may be suitable for investors who:

Pros:

- Motilal Oswal Large Cap Fund Direct Growth has given a CAGR return of 28.14% since inception.

- Strong track record since its launch on 6th February 2024

- The expense ratio of Motilal Oswal Large Cap Fund Plan is 0.80 as of 19th August 2025.

- Experienced fund management team with proven expertise

- Focus on quality large-cap stocks reduces volatility compared to mid/small-cap funds

- Diversified portfolio across sectors provides risk mitigation

Consider if:

- You have a long-term investment horizon (5+ years)

- You prefer lower risk compared to mid-cap or small-cap funds

- You want exposure to established, financially stable companies

- You seek steady growth with relatively lower volatility

Not suitable if:

- You need funds within 1-2 years (due to short-term volatility)

- You prefer guaranteed returns or fixed income instruments

- You have very low risk tolerance

Given the fund's recent launch, investors should monitor its performance over multiple market cycles before making significant allocations.

FAQs

What is today's NAV of Motilal Oswal Large Cap Fund?

Latest NAV for Motilal Oswal Large Cap Fund is at ₹ 14.24. NAV is updated daily based on market valuations.

What is the AUM of Motilal Oswal Large Cap Fund?

The AUM (i.e. assets under management) of Motilal Oswal Large Cap Fund is ₹2533.92 Cr as of 19th August 2025.

What is the expense ratio of Motilal Oswal Large Cap Fund?

The expense ratio of Motilal Oswal Large Cap Fund Plan is 0.80 as of 19th August 2025.

What are the returns of Motilal Oswal Large Cap Fund since inception?

Motilal Oswal Large Cap Fund Direct Growth has given a CAGR return of 28.14% since inception.

What is the minimum SIP amount to invest in Motilal Oswal Large Cap Fund?

Minimum SIP Investment is set to ₹500. You can start investing with this amount monthly.

How do I invest in Motilal Oswal Large Cap Fund?

You can invest through Allvest platform online with zero commission. Simply register, complete KYC, select the fund, choose investment amount and payment method to start investing.

How to start a SIP in Motilal Oswal Large Cap Fund?

Register on Allvest, select Motilal Oswal Large Cap Fund, choose SIP option, set monthly amount (minimum ₹500), select date and authorize bank mandate for automatic deductions.

How do I automate an SIP in Motilal Oswal Large Cap Fund?

After setting up SIP on Allvest, provide bank mandate authorization. The system will automatically deduct the specified amount monthly and invest in the fund without manual intervention.

How can I withdraw/redeem my investment in Motilal Oswal Large Cap Fund?

Log into your Allvest account, go to portfolio section, select the fund units to redeem, specify amount or units, and submit request. Proceeds will be credited to your registered bank account within 3-4 working days.