Motilal Oswal Multi Cap Fund Regular Plan Growth
Category: Equity: Multi Cap
Launch Date: 18-06-2024
AUM:
₹ 4,107.05 Cr
Expense Ratio
1.92%
Benchmark
NIFTY500 MULTICAP 50:25:25 TRI
ISIN
INF247L01CO2
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Atul Mehra, Mr. Sandeep Jain, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Multi Cap Fund Regular Plan Growth | 0.46 | - | - |
| NIFTY500 MULTICAP 50:25:25 TRI | 4.24 | 16.09 | 14.59 |
Asset Allocation
Equity
Debt
Others
Overview
NAV
13.1815
Last change
0.08 (0.6122%)
Fund Size (AUM)
₹ 4,107.05 Cr
Performance
13.46% (Inception)
Investment Objective
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies. However, there can be no assurance that the investment objective of the scheme will be realized.
Fund Manager
Mr. Atul Mehra, Mr. Sandeep Jain, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High
Overview
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Shaily Engineering Plastics Limited | 6.07 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 4.61 |
| ZOMATO LIMITED EQ | 4.59 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.29 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 4.24 |
| RBL BANK LIMITED EQ | 3.89 |
| BSE LIMITED EQ NEW FV RS. 2/- | 3.76 |
| RADICO KHAITAN LIMITED EQ NEW FV RS. 2/- | 3.69 |
| Ellenbarrie Industrial Gases Limited | 3.26 |
| INDUSIND BANK LIMITED EQ | 3.24 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 31.87 |
| Capital Goods | 19.36 |
| Consumer Durables | 8.28 |
| Chemicals | 7.27 |
| Information Technology | 5.71 |
| Healthcare | 5.25 |
| Consumer Services | 4.59 |
| Fast Moving Consumer Goods | 3.69 |
| Telecommunication | 2.68 |
| Services | 2.1 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Multi Cap Fund Reg Gr | 0.0 |