myplexus

NFO Monitor

Fund Fact

Name of Funds:

Motilal Oswal Large Cap

Opening:

17th January 2024

Closing:

31st January 2024

Minimum Investment:

Rs. 500/- and in multiples of Re. 1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% of NAV if redeemed on or before 15 days from the date of allotment.

Fund Stats

Objective:

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large cap companies.

Benchmark:

NIFTY 100

Fund Manager:

Ajay Khandelwal, Niket Shah, Santosh Singh, Atul Mehra, Rakesh Shetty, Ankush Sood

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Tata Large Cap Fund	15.36(6M)	29.92(1Y)
Bandhan Large Cap Fund	17.55(6M)	33.26(1Y)

Fund Prognosis

Idea Distiller

Large caps are not present in their product portfolio yet. So the scheme.

Fund House AAUM:
Rs 4240668.47 Lakhs(as on 31st December 2023)
Fund Manager:
Combined experience of above 15 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

The schemes managed by the fund house has done reasonably well. So a buy if you are a fund house fan. Else, stay with the proven schemes.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028