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Motilal Oswal Multicap 35 Fund Regular Dividend+1.39%

13.58%
1 Year Return
Equity
Multi Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Motilal Oswal Multicap 35 Fund Regular Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.75%
NAV₹27.42 (19 Jan 2021)
Fund Started28 Apr 2014
Fund Size12,000 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
13.6%
4.0%
13.5%
18.5%
Category Average
16.6%
6.9%
13.7%
-
Rank Within Category
37
31
22
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 13.6% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio
2. Lower expense ratio - 1.82%
3. 5Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. Risk-adjusted returns are lower compared to the category
3. Risk is higher compared to the benchmark
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
8. Risk-adjusted returns are lower compared to the category
9. 1Y Returns are lower than the category average returns
10. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity9.3%
HDFC Life Insurance Co Ltd.FinancialEquity8.1%
Infosys Ltd.TechnologyEquity5.6%
Vaibhav Global Ltd.Cons DurableEquity5.6%
Maruti Suzuki India Ltd.AutomobileEquity5.4%
Housing Development Finance Corpn. Ltd.FinancialEquity5.2%
AU Small Finance Bank Ltd.FinancialEquity4.8%
Eicher Motors Ltd.AutomobileEquity4.6%
Tata Consultancy Services Ltd.TechnologyEquity3.9%
Reliance Industries Ltd.EnergyEquity3.8%
See All

Fund Managers

Herin Visaria
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Motilal Oswal Multicap 35 Fund Regular Dividend Details

Motilal Oswal Multicap 35 Fund Regular Dividend 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 Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹12,000 Cr and the Latest NAV as of 19 Jan 2021 is ₹27.42.

The Motilal Oswal Multicap 35 Fund Regular Dividend 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.

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
29 Dec 2009
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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