Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.74% | -3.00% | -3.89% | -3.32% | -7.50% | – | – | – | – |
NAV history
About this fund
Motilal Oswal Large Cap Fund is a large-cap equity fund offered by Motilal Oswal Mutual Fund, classified under Equity as Equity Scheme - Large Cap Fund. Large-cap funds are generally among the less volatile equity categories, though still subject to market risk. Its latest NAV is ₹13.42.
Further reading: How much does the category decide, and how much the fund?
Performance analysis
Over the trailing one year, Motilal Oswal Large Cap Fund has recorded a return of about -7.5%. Its annualised volatility is 13.8% — moderate fluctuations — and its Sharpe ratio is -1.02, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.68%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 10.09 | 9.58 | -7.50 | 31.08 | 78% | 41% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| BAJAJ FINSERV LARGE CAP FUND Equity Scheme - Large Cap Fund | -3.36 | -4.62 | -4.03 | -5.50 | – | – | – | 0.52 |
| Samco Large Cap Fund Equity Scheme - Large Cap Fund | -3.15 | -6.61 | -10.11 | -11.86 | – | – | – | 0.71 |
| Parag Parikh Large Cap Fund Equity Scheme - Large Cap Fund | -3.31 | -5.37 | -5.85 | – | – | – | – | 0.14 |
| JioBlackRock Large Cap Fund Equity Scheme - Large Cap Fund | -3.40 | -5.54 | -7.07 | – | – | – | – | 0.50 |
| Canara Robeco Large Cap Fund Equity Scheme - Large Cap Fund | -3.50 | -4.59 | -4.63 | -9.25 | 9.19 | 7.66 | 13.14 | 0.45 |
| BANDHAN LARGE CAP FUND Equity Scheme - Large Cap Fund | -3.74 | -4.11 | -3.20 | -6.42 | 11.71 | 8.85 | 12.41 | 0.75 |
| Franklin India Large Cap Fund Equity Scheme - Large Cap Fund | -3.72 | -4.49 | -5.00 | -8.28 | 8.63 | 6.36 | 10.26 | 0.94 |
| Edelweiss Large Cap Fund Equity Scheme - Large Cap Fund | -3.46 | -4.27 | -4.00 | -7.40 | 9.05 | 8.71 | 12.57 | 0.58 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Nifty India Defence Index Fund Other Scheme - Index Funds | -7.35 | -6.80 | -1.90 | 7.84 | – | – | – | 0.40 |
| Motilal Oswal Manufacturing Fund Sectoral/Thematic - Manufacturing | -5.36 | -4.85 | 0.90 | -5.76 | – | – | – | 0.87 |
| Motilal Oswal Business Cycle Fund Sectoral/Thematic - Business Cycle | -8.78 | -3.33 | 4.90 | -9.13 | – | – | – | 0.84 |
| Motilal Oswal Nifty 500 Momentum 50 Index Fund Other Scheme - Index Funds | -7.17 | -5.86 | -3.90 | -7.50 | – | – | – | 0.36 |
| Motilal Oswal Digital India Fund Sectoral/Thematic - Technology/IT | -8.42 | 10.52 | 21.11 | 2.24 | – | – | – | 0.76 |
| Motilal Oswal Nifty MidSmall Healthcare Index Fund Other Scheme - Index Funds | -8.79 | -4.98 | 7.96 | 8.01 | – | – | – | 0.54 |
| Motilal Oswal Nifty MidSmall India Consumption Index Fund Other Scheme - Index Funds | -7.64 | -9.90 | -5.84 | -15.05 | – | – | – | 0.55 |
| Motilal Oswal Nifty MidSmall Financial Services Index Fund Other Scheme - Index Funds | -8.74 | -7.52 | -3.89 | 4.28 | – | – | – | 0.55 |