Motilal Oswal Multi Cap Fund Regular Plan Growth
Category: Equity: Multi Cap
Launch Date: 18-06-2024
AUM:
₹ 4,600.83 Cr
Expense Ratio
2.32%
Benchmark
Nifty500 Multicap 50:25:25 TRI
ISIN
INF247L01CO2
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Sandeep Jain, Atul Mehra, Bhalchandra Shinde, Rakesh Shetty, Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Multi Cap Fund Regular Plan Growth | 7.73 | - | - |
| NIFTY500 MULTICAP 50:25:25 TRI | -1.75 | 12.19 | 10.83 |
Asset Allocation
Equity
Debt
Others
Overview
NAV
14.8425
Last change
0.22 (1.4573%)
Fund Size (AUM)
₹ 4,600.83 Cr
Performance
16.9% (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
Sandeep Jain, Atul Mehra, Bhalchandra Shinde, Rakesh Shetty, Swapnil Mayekar
Riskometer
Very High
Overview
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 5.03 |
| Triparty Repo | 4.97 |
| ZOMATO LIMITED EQ | 4.38 |
| LENSKART SOLUTIONS PRIVATE LIMITED EQ | 4.3 |
| Shaily Engineering Plastics Limited | 4.02 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 3.51 |
| RBL BANK LIMITED EQ | 3.45 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 3.4 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 3.26 |
| Bajaj Finance Limited | 3.13 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 26.4 |
| Capital Goods | 19.15 |
| Consumer Services | 11.65 |
| Services | 7.43 |
| Healthcare | 6.72 |
| Automobile and Auto Components | 6.6 |
| Consumer Durables | 5.83 |
| Chemicals | 5.01 |
| Information Technology | 3.04 |
| Fast Moving Consumer Goods | 1.9 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Multi Cap Fund Reg Gr | 0.0 |