Motilal Oswal Large Cap Fund
The fund maintains a core conviction in financial services and infrastructure, with HDFC Bank and Reliance anchoring nearly 17 percent of assets, signaling confidence in these secular growth stories. Recent portfolio tweaks—rotating futures positions and adding Poonawalla Fincorp—suggest the manager is fine-tuning tactical exposures while preserving the large-cap, dividend-yielding bias. The 31 percent concentration in top five holdings reflects a quality-focused approach, though this concentration warrants careful monitoring for large-cap performance dependency.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Primary | ₹13.0797 | -1.87% | -4.07% | — | — |
Portfolio Metrics(latest month)
vs Category Peers
Balanced ApproachActive Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.
Similar Funds in Category
What Changed2026-03-31 → 2026-04-30
| Stock | Weight |
|---|---|
| TRP_040526 | 2.44% |
| Poonawalla Fincorp Limited | 1.06% |
| NIFTY_26/05/2026 | 3.32% |
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | HDFC Bank Ltd INE040A01034 | 9.25% |
| 2 | Reliance Industries Ltd INE002A01018 | 7.22% |
| 3 | ICICI Bank Ltd INE090A01021 | 6.69% |
| 4 | Bharti Airtel Ltd INE397D01024 | 4.42% |
| 5 | Larsen & Toubro Ltd INE018A01030 | 3.54% |
| 6 | State Bank of India INE062A01020 | 3.37% |
| 7 | Infosys Ltd INE009A01021 | 3.35% |
| 8 | NIFTY_26/05/2026 NIFTYFMAY26 | 3.32% |
| 9 | Axis Bank Ltd INE238A01034 | 2.60% |
| 10 | TRP_040526 CBLO | 2.44% |
| 11 | Tata Consultancy Services Ltd INE467B01029 | 2.34% |
| 12 | Kotak Mahindra Bank Ltd INE237A01036 | 2.12% |
| 13 | Mahindra & Mahindra Ltd INE101A01026 | 2.10% |
| 14 | NTPC Ltd INE733E01010 | 2.01% |
| 15 | CG Power and Industrial Solutions Limited INE067A01029 | 1.94% |
| 16 | Bajaj Finance Ltd INE296A01032 | 1.92% |
| 17 | Power Grid Corporation of India Ltd INE752E01010 | 1.71% |
| 18 | J B Chemicals and Pharma Ltd INE572A01036 | 1.70% |
| 19 | Maruti Suzuki India Ltd INE585B01010 | 1.60% |
| 20 | Shadowfax Technologies Limited INE12UN01015 | 1.58% |
Sector Allocation
Top 10 sectors by % to NAV. Excludes derivatives.
Frequently Asked Questions
How many stocks does Motilal Oswal Large Cap Fund hold?
Motilal Oswal Large Cap Fund holds 52 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 31.13% of NAV.
What is the largest holding in Motilal Oswal Large Cap Fund?
The largest position in Motilal Oswal Large Cap Fund is HDFC Bank Ltd, accounting for 9.25% of NAV in the Auto Components sector.
Is Motilal Oswal Large Cap Fund a concentrated or diversified fund?
With a Gini coefficient of 0.356, Motilal Oswal Large Cap Fund is well-diversified. The HHI concentration index is 34,349 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 31.13% of the portfolio.
What is the market cap allocation of Motilal Oswal Large Cap Fund?
Based on SEBI's AMFI classification, Motilal Oswal Large Cap Fund's equity portfolio is split as: Large Cap: 74.59%, Mid Cap: 3.86%, Small Cap: 14.31%. This reflects the fund's positioning within the market cap spectrum.
Which sectors does Motilal Oswal Large Cap Fund invest in most?
Motilal Oswal Large Cap Fund has the highest allocation to Auto Components (9.25%), Power (6.69%), Transport Services (4.42%). The fund is invested across 24 sectors in total.
How actively managed is Motilal Oswal Large Cap Fund compared to other Large Cap Fund funds?
Motilal Oswal Large Cap Fund has an Active Share of 42.65%, classifying it as "Balanced Approach" among 33 Large Cap Fund peers. This indicates a moderate level of differentiation from category peers.
What changed in Motilal Oswal Large Cap Fund's portfolio in the latest month?
Between 2026-03-31 and 2026-04-30, Motilal Oswal Large Cap Fund added 3 new stocks (including TRP_040526) and exited 3 stocks (including Privi Speciality Chemicals Limited). Total holding count remained at 53 stocks.