Motilal Oswal Multicap 35 Fund Regular Growth-0.20%

3
5.08%
1 Year Return
Equity
Multi Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Motilal Oswal Multicap 35 Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.85%
NAV25.52 (13 Aug 2020)
Fund Started28 Apr 2014
Fund Size11,279 Cr

Fund Overview

Quick overview of Motilal Oswal Multicap 35 Fund Regular Growth

Returns

1Y
3Y*
5Y*
Since inception*
Motilal Oswal Multicap 35 Fund Regular Growth
5.1%
0.9%
6.8%
16.0%
Category Average
5.7%
2.5%
5.1%
-
Rank within category
29
32
15
-
*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
    0
    with 5.1% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    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

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity9.3%
    HDFC Life Insurance Co Ltd.FinancialEquity8.2%
    HDFC Bank Ltd.FinancialEquity6.9%
    Infosys Ltd.TechnologyEquity5.1%
    Maruti Suzuki India Ltd.AutomobileEquity5.0%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.7%
    Eicher Motors Ltd.AutomobileEquity4.4%
    Bajaj Finance Ltd.FinancialEquity4.3%
    AU Small Finance Bank Ltd.FinancialEquity4.3%
    Bharti Airtel Ltd.CommunicationEquity4.1%
    See All

    Fund Managers

    addHerin Visaria
    Education
    Mr. Herin has done B.com from Mumbai University
    Experience
    Prior to joining Motilal Oswal Mutual Fund, he has worked with Motilal Oswal Securities Limited in Institutional Derivatives Research from Jan 2008 to Nov 2013, Religare Capital Markets Ltd in Institutional Derivatives Dealing from Dec 2013 to Aug 2017 & with Bank of Baroda Capital Markets Ltd. in Institutional Sales Trading from Sep 2017 to Mar 2018.
    Funds Managed

    Motilal Oswal Multicap 35 Fund Regular Growth Details

    Motilal Oswal Multicap 35 Fund Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹11,279 Cr and the Latest NAV as of 13 Aug 2020 is ₹25.52.

    The Motilal Oswal Multicap 35 Fund Regular 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 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
    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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