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NRI
  • Mutual Fund
  • Motilal Oswal Multi Cap Fund - Regular (G)

Dec 10, 2024

Category

Equity

AUM (Cr.)

1,881.58

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

2.04

Sharpe Ratio

29.24

Beta Ratio

0.00

Fund Manager

Ajay Khandelwal

Inception Date

Jun 18, 2024

Risk Level

Very High

Investment Objective

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies. However, there can be no assurance that the investment objective of the scheme will be realized.

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NIFTY500 Multicap 50:25:25 Total Return Index

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Multi Cap Fund - Regular (G) 10.48 0 0 0 0 36.31
Benchmark - NIFTY500 Multicap 50:25:25 Total Return Index 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS 3.83 10.48 32.46 20.55 24.04 23.45
Category Rank 4/2 3/2 4/2 6/2 5/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
DSP Multicap Fund - Regular (G) 12.5370 0.93 0.00 0.00 0.00 1,756.94 0.00 100.00 invest
DSP Multicap Fund - Regular (IDCW) 12.5370 0.93 0.00 0.00 0.00 1,756.94 0.00 100.00 invest
HSBC Multi Cap Fund - Regular (G) 19.4967 0.65 38.26 0.00 0.00 4,164.61 1.87 5,000.00 invest
HSBC Multi Cap Fund - Regular (IDCW) 19.4964 0.65 38.26 0.00 0.00 4,164.61 1.87 5,000.00 invest
ICICI Pru Multicap Fund - (IDCW) 35.1500 -7.50 31.32 21.12 22.20 14,152.04 1.74 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-Shaily Engineer. Nov 30, 2024 223.79 9.73 38.68
Equity-Polycab India Nov 30, 2024 222.59 9.68 37.39
Equity-Coforge Nov 30, 2024 217.15 9.45 89.88
Equity-Kalyan Jewellers Nov 30, 2024 214.28 9.32 31.48
Equity-Trent Nov 30, 2024 203.86 8.87 18.67
Equity-Zomato Ltd Nov 30, 2024 202.83 8.82 23.38
Equity-Deepak Fertiliz. Nov 30, 2024 157.00 6.83 9.87
Equity-Jio Financial Nov 30, 2024 131.34 5.71 -13.30
Equity-Bharti Airtel PP Nov 30, 2024 109.42 4.76 0.76
Equity-Persistent Sys Nov 30, 2024 88.58 3.85 9.92

latest news

Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under...

Nov 26, 2024 11:02

Motilal Oswal Nifty MidSmall Healthcare Index Fund announces Extension of NFO period

Motilal Oswal Mutual Fund has announced that New Fund Offer (NFO) Period of...

Nov 07, 2024 12:27

Motilal Oswal MF announces change in Fund Manager of the following scheme

Motilal Oswal Mutual Fund has announced change in Fund Managers of the foll...

Oct 26, 2024 11:33

Motilal Oswal MF announces change in Fund Manager of the following schemes

Motilal Oswal Mutual Fund has announced change in Fund Managers of the foll...

Oct 15, 2024 12:29

Motial Oswal MF Announces Income Distribution cum Capital Withdrawal (IDCW) under its scheme

Motilal Oswal Mutual Fund has announced 14 October 2024 as the record date ...

Oct 10, 2024 09:21

Motilal Oswal MF announces change in Fund Manager of the following schemes

Motilal Oswal Mutual Fund has announced change in Fund Managers of the foll...

Oct 01, 2024 11:33

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Multi Cap Fund - Regular (G)
Contact Persone : Ajay Khandelwal
Registered Address : Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Telephone No : 022-40548002 / 8108622222
Fax No. : 022-30896884
Email : amc:motilaloswal.com
Website : www.motilaloswalmf.com