Motilal Oswal Multicap 35 Fund Direct Dividend+0.66%

5Groww
-9.40%
1 Year Return
Equity
Multi Cap
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Motilal Oswal Multicap 35 Fund Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.97%
NAV22.7 (23 Aug 2019)
Fund Started28 Apr 2014
Fund Size12,413 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Motilal Oswal Multicap 35 Fund Direct Dividend
-9.4%
8.6%
15.6%
19.3%
Category Average
-9.1%
6.5%
NA
-
Rank within category
33
13
1
-
*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 -9.4% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y 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. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity10.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.7%
    Infosys Ltd.TechnologyEquity7.2%
    Axis Bank Ltd.FinancialEquity6.8%
    Larsen & Toubro Ltd.ConstructionEquity6.2%
    HDFC Life Insurance Co Ltd.FinancialEquity5.4%
    Bajaj Finance Ltd.FinancialEquity4.8%
    Tata Consultancy Services Ltd.TechnologyEquity4.7%
    United Spirits Ltd.FMCGEquity4.3%
    Maruti Suzuki India Ltd.AutomobileEquity3.9%
    See All

    Fund Managers

    addAkash Singhania
    Education
    Mr.Singhania holds a degree in B.Com(H), is CA, CS and a PGDBM from IIM-L.
    Experience
    Prior to joining Motilal Oswal Mutual Fund, He was associated with Deutsche Asset management (India) Pvt. Ltd. as Fund Manager-PMS (May'08-Dec'12), ICICI Prudential Asset Management Co. Ltd. as Research Analyst (Mar'06-May'08), SR Batliboi & Co. (Ernst & Young) as Senior Executive (Jul'05-Mar'06), Bharat S Raut & Co. (KPMG) as Senior Executive (Aug'02-May'03) and PWC as Junior Executive (Oct'01-Jul'02).
    Funds Managed
    addSwapnil P Mayekar
    Education
    Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
    Experience
    Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
    Funds Managed

    Other Details

    Motilal Oswal Multicap 35 Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was introduced to investors on 28 Apr 2014. Abhiroop Mukherjee, Gautam Sinha Roy, Siddharth Bothra, Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Multicap 35 Fund Direct Dividend.The fund currently has an Asset Under Management(AUM) of ₹12,413 Cr and the Latest NAV as of 23 Aug 2019 is ₹22.7.

    The Motilal Oswal Multicap 35 Fund Direct Dividend is rated Moderately 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 you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    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
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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