Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Motilal Oswal Large Cap
  • Opening:
    17th January 2024
  • Closing:
    31st January 2024
  • Scheme Type:
    Open Ended Equity Large Cap Fund
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if redeemed on or before 15 days from the date of allotment.
  • Thereafter:
    Nil

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
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

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP 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.