Motilal Oswal Multicap 35 Fund Regular Growth-1.37%

5Groww
-10.98%
1 Year Return
Equity
Multi Cap
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Motilal Oswal Multicap 35 Fund Regular Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio1.76%
NAV25.82 (08 Jul 2019)
Fund Started27 Apr 2014
Fund Size12,693 Cr

Fund Overview

Quick overview of Motilal Oswal Multicap 35 Fund Regular Growth

Returns

1Y
3Y*
5Y*
Since inception*
Motilal Oswal Multicap 35 Fund Regular Growth
-11.0%
7.3%
14.4%
18.1%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -11.0% annual returns

    Comparison

    Data not available
    Pros
    1. 3Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. Age is less than 5 years
    3. Risk is higher compared to the benchmark
    4. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.Financial ServicesEquity9.2%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity8.6%
    Infosys Ltd.ITEquity6.6%
    Maruti Suzuki India Ltd.AutomobileEquity5.6%
    IndusInd Bank Ltd.Financial ServicesEquity5.4%
    Tata Consultancy Services Ltd.ITEquity5.0%
    Larsen & Toubro Ltd.ConstructionEquity4.6%
    Bajaj Finance Ltd.Financial ServicesEquity4.5%
    United Spirits Ltd.Consumer GoodsEquity4.2%
    Eicher Motors Ltd.AutomobileEquity4.0%
    See All

    Fund Managers

    addSnigdha Sharma
    Education
    Ms. Sharma is a MBA (Finance) and B.Tech. (Mechanical)
    Experience
    Prior to joining Motilal Oswal AMC she has worked with Axis Capital Ltd. as Vice President - Institutional Equity Research, Fidelity International Ltd. as Equity Research Analyst, Karma Capital Ltd. as Equity Research Analyst and Goldman Sachs India Ltd. as Equity Research Analyst.
    Funds Managed

    Other Details

    Motilal Oswal Multicap 35 Fund Regular Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was introduced to investors on 27 Apr 2014. Abhiroop Mukherjee, Gautam Sinha Roy, Siddharth Bothra, Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Multicap 35 Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹12,693 Cr and the Latest NAV as of 08 Jul 2019 is ₹25.82.

    The Motilal Oswal Multicap 35 Fund Regular Growth is rated High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 15 days.

    Investment Objective

    The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and marketcapitalization levels. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 15 days
    Exit Load

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    About Motilal Oswal Mutual Fund

    Address
    Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
    Phone
    022-39804263
    Launch Date
    28 Dec 2009
    Motilal Oswal Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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