HealthyPlan n/a · Option n/a
Motilal Oswal Large Cap Fund
Motilal Oswal Mutual FundEquity Scheme - Large Cap Fund2.6 years
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.
- NAV
- 13.7023
- 15 Sept 2026
- 1Y
- -2.2%
- Trailing CAGR
- AUM
- ₹3,146.7 Cr
- 31 Aug 2026
- Volatility
- Medium
- 13.7% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-2.2%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+14.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-1.7%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +14.0%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 8 days
- 37 recovered episodes
- Longest recovery
- 50 days
- Trough to prior peak
- Current spell
- 252 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
2 Jan 2026 – open
Trough 30 Mar 2026 · not recovered
-15.8%
2 Jan 2025 – 12 May 2025
Trough 7 Apr 2025 · recovered in 35 days
-10.1%
26 Sept 2024 – 2 Jan 2025
Trough 13 Nov 2024 · recovered in 50 days
-8.0%
3 Jun 2024 – 7 Jun 2024
Trough 4 Jun 2024 · recovered in 3 days
-5.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
17
Vs category
n/a
Consistency
n/a
Risk-adjusted
58
Drawdown
61
Mean
45
Portfolio
31 Aug 2026 · 56 holdings · top 10 are 44.9%.
- Top 5
- 30.9%
- Top 10
- 44.9%
- Largest holding
- 8.8%
- Effective holdings
- 30.5
HDFC Bank Ltd
Financial
8.8%
ICICI Bank Ltd
Financial
7.8%
Reliance Industries Ltd
Energy & Utilities
6.5%
Bharti Airtel Ltd
Technology
4.3%
Larsen & Toubro Ltd
Industrials
3.6%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BAJAJ FINSERV LARGE CAP FUND
Bajaj Finserv Mutual Fund
- 1Y
- +1.3%
- 3Y
- n/a
- Vol
- 12.8%
- Max DD
- -16.9%
- Sharpe
- -0.29
- 3Y win
- n/a
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown
BARODA BNP PARIBAS LARGE CAP FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- -1.0%
- 3Y
- +10.4%
- Vol
- 12.8%
- Max DD
- -18.2%
- Sharpe
- 0.58
- 3Y win
- +100%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown
Samco Large Cap Fund
Samco Mutual Fund
- 1Y
- -6.2%
- 3Y
- n/a
- Vol
- 10.7%
- Max DD
- -12.6%
- Sharpe
- -1.08
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)
Sundaram Mutual Fund
- 1Y
- -3.7%
- 3Y
- +6.3%
- Vol
- 13.6%
- Max DD
- -16.2%
- Sharpe
- 0.67
- 3Y win
- +19%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown
Aditya Birla Sun Life Large Cap Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -4.9%
- 3Y
- +8.1%
- Vol
- 15.4%
- Max DD
- -37.7%
- Sharpe
- 0.56
- 3Y win
- +63%
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown