Motilal Oswal Multi Cap Fund Regular Plan IDCW
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
INF247L01CJ2
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 IDCW | -5.4 | - | - |
| NIFTY500 MULTICAP 50:25:25 TRI | 0.43 | 15.92 | 13.95 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
12.5861
Last change
-0.05 (-0.4211%)
Fund Size (AUM)
₹ 3,993.91 Cr
Performance
11.08% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Shaily Engineering Plastics Limited | 5.49 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 5.06 |
| ZOMATO LIMITED EQ | 4.64 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.43 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 4.19 |
| RBL BANK LIMITED EQ | 3.81 |
| Net Receivables / (Payables) | 3.69 |
| RADICO KHAITAN LIMITED EQ NEW FV RS. 2/- | 3.68 |
| Ellenbarrie Industrial Gases Limited | 3.44 |
| INDUSIND BANK LIMITED EQ | 3.33 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 32.7 |
| Capital Goods | 16.32 |
| Consumer Durables | 8.61 |
| Chemicals | 7.43 |
| Healthcare | 6.32 |
| Information Technology | 6.26 |
| Consumer Services | 4.64 |
| Fast Moving Consumer Goods | 3.68 |
| Telecommunication | 2.84 |
| Oil, Gas & Consumable Fuels | 2.31 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Multi Cap Fund Reg IDCW | 0.0 |