Motilal Oswal Multi Cap Fund Regular Plan Growth
Category: Equity: Multi Cap
Launch Date: 18-06-2024
AUM:
₹ 4,676.55 Cr
Expense Ratio
2.39%
Benchmark
Nifty500 Multicap 50:25:25 TRI
ISIN
INF247L01CO2
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Sandeep Jain, Mr. Atul Mehra, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Multi Cap Fund Regular Plan Growth | 5.74 | - | - |
| NIFTY500 MULTICAP 50:25:25 TRI | 0.13 | 11.78 | 11.84 |
Asset Allocation
Equity
Debt
Others
Overview
NAV
15.0771
Last change
0.28 (1.8744%)
Fund Size (AUM)
₹ 4,676.55 Cr
Performance
18.78% (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. Sandeep Jain, Mr. Atul Mehra, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High
Overview
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Shaily Engineering Plastics Limited | 5.23 |
| ZOMATO LIMITED EQ | 4.71 |
| Bajaj Finance Limited | 4.28 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 4.09 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 4.01 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 3.9 |
| INDUSIND BANK LIMITED EQ | 3.72 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.52 |
| RBL BANK LIMITED EQ | 3.29 |
| NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/- | 3.27 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 30.79 |
| Capital Goods | 20.94 |
| Consumer Services | 6.88 |
| Consumer Durables | 6.1 |
| Chemicals | 5.79 |
| Services | 5.76 |
| Healthcare | 5.49 |
| Automobile and Auto Components | 5.42 |
| Information Technology | 4.7 |
| Fast Moving Consumer Goods | 2.61 |