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Motilal Oswal Multi Cap Fund Regular Plan Growth
Category: Equity: Multi Cap
Launch Date: 18-06-2024
AUM:
₹ 3,993.91 Cr
Expense Ratio
3.24%
Benchmark
NIFTY500 MULTICAP 50:25:25 TRI
ISIN
INF247L01CO2
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Atul Mehra, Mr. Sandeep Jain, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Multi Cap Fund Regular Plan Growth | -5.33 | - | - |
| NIFTY500 MULTICAP 50:25:25 TRI | 1.68 | 16.83 | 15.62 |
Asset Allocation
Equity
Debt
Others
Overview
NAV
12.3963
Last change
-0.09 (-0.7414%)
Fund Size (AUM)
₹ 3,993.91 Cr
Performance
10.55% (Inception)
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.
Fund Manager
Mr. Atul Mehra, Mr. Sandeep Jain, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High
Overview
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| KALYAN JEWELLERS INDIA LIMITED EQ | 6.02 |
| Net Receivables / (Payables) | 6.02 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.44 |
| Shaily Engineering Plastics Limited | 5.37 |
| ZOMATO LIMITED EQ | 5.24 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.83 |
| Coforge Limited | 4.78 |
| Persistent Systems Ltd | 3.99 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 3.86 |
| HEALTHCARE GLOBAL ENTERPRISES LTD EQ | 3.6 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 27.86 |
| Capital Goods | 12.73 |
| Consumer Durables | 10.45 |
| Information Technology | 9.84 |
| Chemicals | 6.6 |
| Consumer Services | 5.24 |
| Healthcare | 4.89 |
| Telecommunication | 3.57 |
| Automobile and Auto Components | 3.5 |
| Fast Moving Consumer Goods | 3.07 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Multi Cap Fund Reg Gr | 0.0 |
| Groww Multicap Fund Reg Gr | 0.0 |
| Bank of India Multi Cap Fund Reg Gr | 0.0 |
| Tata Multicap Fund Reg Gr | 0.0 |
| ITI Multi Cap Reg Gr | 12.82 |
| Mahindra Manulife Multi Cap Fund Reg Gr | 17.55 |
| Union Multicap Fund Reg Gr | 0.0 |
| Kotak Multicap Fund Reg Gr | 0.0 |
| ICICI Pru Multi Cap Gr | 17.64 |
| HSBC Multi Cap Fund Reg Gr | 0.0 |