Motilal Oswal Multi Cap Fund Regular Plan Growth
Category: Equity: Multi Cap
Launch Date: 18-06-2024
Asset Class:
Benchmark: Nifty 500 Multicap 50:25:25 TRI
Expense Ratio: 1.98% As on ( 30-11-2024)
Status: Open Ended Schemes
Minimum Topup: 0.0
Total Assets: 1,882 Cr As on ( 31-10-2024)
Turn over:
NAV as on 10-12-2024
13.6305
0.09 ( 0.6493% )
CAGR Since Inception
33.02%
Nifty 500 Multicap 50:25:25 TRI 16.78%
Performance of Motilal Oswal Multi Cap Fund Regular Plan Growth
Fund Managers

Ajay Khandelwal, Niket Shah, Ankush Sood, Santosh Singh, Rakesh Shetty, Atul Mehra

Investment Objective

The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies.

Returns Calculator for Motilal Oswal Multi Cap Fund Regular Plan Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Motilal Oswal Multi Cap Fund Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Multi Cap Fund Regular Plan Growth - - - - - -
Equity: Multi Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Multi Cap Fund Reg Gr 18-06-2024 0.0 0.0 0.0 0.0 0.0
Axis Multicap Fund Reg Gr 05-12-2021 41.7 34.46 0.0 0.0 0.0
Baroda BNP Paribas Multi Cap Plan A Gr 12-09-2003 39.34 31.19 20.22 25.33 15.03
Edelweiss Multi Cap Fund Reg Gr 26-10-2023 38.6 0.0 0.0 0.0 0.0
LIC MF Multi Cap Fund Reg Gr 31-10-2022 38.52 31.71 0.0 0.0 0.0
HSBC Multi Cap Fund Reg Gr 30-01-2023 37.89 0.0 0.0 0.0 0.0
Kotak Multicap Fund Reg Gr 03-09-2021 37.83 34.29 26.07 0.0 0.0
WhiteOak Capital Multi Cap Fund Reg Gr 22-09-2023 37.23 0.0 0.0 0.0 0.0
Invesco India Multi Cap Gr 17-03-2008 36.9 30.74 19.91 23.9 15.29
Nippon India Multi Cap Gr Gr 25-03-2005 33.58 32.89 26.41 26.05 15.09

Asset Allocation (%)

PORTFOLIO ANALYSIS of Motilal Oswal Multi Cap Fund Regular Plan Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)