| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.81% |
| NAV | ₹26.84 (05 Aug 2020) |
|---|---|
| Fund Started | 28 Apr 2014 |
| Fund Size | ₹10,562 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.1% |
| HDFC Life Insurance Co Ltd. | Financial | Equity | 7.8% |
| Reliance Industries Ltd. | Energy | Equity | 6.8% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 5.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.5% |
| Bharti Airtel Ltd. | Communication | Equity | 5.5% |
| Eicher Motors Ltd. | Automobile | Equity | 5.1% |
| United Spirits Ltd. | FMCG | Equity | 4.7% |
| Britannia Industries Ltd. | FMCG | Equity | 4.3% |
| Infosys Ltd. | Technology | Equity | 4.2% |
Motilal Oswal Multicap 35 Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹10,562 Cr and the Latest NAV as of 05 Aug 2020 is ₹26.84.
The Motilal Oswal Multicap 35 Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 15 days
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.
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.