Fund Details
Motilal Oswal Multicap 35 Fund Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.92% |
| NAV | ₹33.16 (15 Jan 2021) |
|---|---|
| Fund Started | 28 Apr 2014 |
| Fund Size | ₹12,000 Cr |
Fund Overview
Returns
Comparison
1. Lower expense ratio - 0.78%
2. 5Y Returns are higher than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
4. 3Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.3% |
| HDFC Life Insurance Co Ltd. | Financial | Equity | 8.1% |
| Infosys Ltd. | Technology | Equity | 5.6% |
| Vaibhav Global Ltd. | Cons Durable | Equity | 5.6% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 5.4% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.2% |
| AU Small Finance Bank Ltd. | Financial | Equity | 4.8% |
| Eicher Motors Ltd. | Automobile | Equity | 4.6% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.9% |
| Reliance Industries Ltd. | Energy | Equity | 3.8% |
Fund Managers
Motilal Oswal Multicap 35 Fund Direct Growth Details
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 ₹12,000 Cr and the Latest NAV as of 15 Jan 2021 is ₹33.16.
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
Investment Objective
The Scheme seeks to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.
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.
