Motilal Oswal Multi Cap Fund Regular Plan Growth
Category: Equity: Multi Cap
Launch Date: 18-06-2024
AUM:
₹ 174 Cr
Expense Ratio
2.05%
Benchmark
Nifty 500 Multicap 50:25:25 TRI
ISIN
INF247L01CO2
Minimum Investment
0.0
Minimum Topup
0.0
Minimum SIP Amount
0
Fund Manager
Ajay Khandelwal, Niket Shah, Ankush Sood, Santosh Singh, Rakesh Shetty, Atul Mehra
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Multi Cap Fund Regular Plan Growth | - | - | - |
| NIFTY500 MULTICAP 50:25:25 TRI | 38.97 | 18.56 | 24.62 |
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
12.1983
Last change
-0.2 (-1.6658%)
Fund Size (AUM)
₹ 174 Cr
Performance
19.04% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies.
Fund Manager
Ajay Khandelwal, Niket Shah, Ankush Sood, Santosh Singh, Rakesh Shetty, Atul Mehra
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Net Receivables / (Payables) | 9.9 |
| Jio Financial Services Limited | 9.53 |
| Shaily Engineering Plastics Limited | 9.14 |
| Kalyan Jewellers India Limited | 8.4 |
| Deepak Fertilizers and Petrochemicals Corporation Limited | 7.66 |
| Bharti Airtel Limited | 6.76 |
| Trent Limited | 6.53 |
| Voltas Limited | 5.3 |
| Polycab India Limited | 5.0 |
| Coforge Limited | 4.84 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| N/A | 27.14 |
| Consumer Durables | 13.7 |
| Retailing | 11.24 |
| Finance | 10.8 |
| Chemicals & Petrochemicals | 9.89 |
| Telecom - Services | 6.76 |
| Industrial Products | 5.0 |
| IT - Software | 4.84 |
| Electrical Equipment | 2.37 |
| Beverages | 2.05 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Multi Cap Fund Reg Gr | 0.0 |
| Axis Multicap Fund Reg Gr | 0.0 |
| HSBC Multi Cap Fund Reg Gr | 0.0 |
| Baroda BNP Paribas Multi Cap Plan A Gr | 24.56 |
| Kotak Multicap Fund Reg Gr | 0.0 |
| Invesco India Multi Cap Gr | 23.52 |
| LIC MF Multi Cap Fund Reg Gr | 0.0 |
| WhiteOak Capital Multi Cap Fund Reg Gr | 0.0 |
| Nippon India Multi Cap Gr Gr | 26.19 |
| ICICI Pru Multi Cap Gr | 22.59 |