Motilal Oswal Multicap 35 Fund - Growth - Direct Plan

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  • Net Change on 24-04-2019

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    Motilal Oswal Multicap 35 Fund - Growth - Direct Plan 1 PersonalFN
  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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 market-capitalization levels. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
NIFTY 500 1.97 6.78 3.16 13.49 12.56 13.45
NIFTY 500 - TRI -0.19 1.87 -2.08 14.37 15.42 11.36

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
IDBI DIVERSIFIED EQUITY FUND Growth Direct Mar 28, 2014 -5.24 8.20 15.42 2.47 349.41
LIC MF Multicap Fund-Direct Plan-Growth Mar 31, 1998 2.84 7.84 8.01 2.21 277.58
Quant Active Fund-GROWTH OPTION-Direct Plan Mar 20, 2001 1.48 12.73 17.41 2.50 7.09
Taurus Starshare (Multi Cap) Fund -Direct Plan-Growth Option Jan 29, 1994 -1.22 10.18 10.29 2.79 215.58
Union Multi Cap Fund - Direct Plan - Growth Option Jun 10, 2011 3.10 10.94 9.28 2.65 254.17

Fund Holdings as on 31-March-2019

  • HDFC Bank Limited

  • Infosys Limited

  • Axis Bank Limited

  • Housing Development Finance Corporation Limited

  • Larsen & Toubro Limited

  • RBL Bank Limited

  • Maruti Suzuki India Limited

  • IndusInd Bank Limited

  • Bajaj Finance Limited

  • Tata Consultancy Services Limited

  • Eicher Motors Limited

  • HDFC Life Insurance Company Limited

  • United Spirits Limited

  • Bharat Petroleum Corporation Limited

  • Hindustan Petroleum Corporation Limited

  • Petronet LNG Limited

  • CBLO / Reverse Repo Investments

  • Max Financial Services Limited

  • Britannia Industries Limited

  • ICICI Lombard General Insurance Company Limited

  • Titan Company Limited

  • Ajanta Pharma Limited

  • Jubilant Life Sciences Limited

  • Ashok Leyland Limited

  • Larsen & Toubro Infotech Limited

  • Eris Lifesciences Limited

  • AU Small Finance Bank Limited

  • Alkem Laboratories Limited

  • Manpasand Beverages Limited

  • PNB Housing Finance Limited

  • Net Receivable/Payable

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  • Bank - Private

  • IT - Software

  • Finance - Housing

  • Refineries

  • Insurance

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • Automobiles - Passenger Cars

  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Breweries & Distilleries

  • Consumer Food

  • Industrial Gases & Fuels

  • Finance - Others

  • Diamond & Jewellery

  • Miscellaneous

  • Chemicals

  • Automobiles-Trucks/Lcv

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About Motilal Oswal Multicap 35 Fund

Scheme Analysis

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap Fund fund and belongs to Motilal Oswal Mutual Fund. It was launched on 28-Apr-2014 and currently has an AUM of ₹13,519.91 crore. Motilal Oswal Multicap 35 Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Motilal Oswal Multicap 35 Fund ended up ₹0.29(1.09%)yesterday to ₹27.09.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, Infosys Limited and Axis Bank Limited

The Motilal Oswal Multicap 35 Fund is managed by Abhiroop Mukherjee and Gautam Sinha Roy.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022-39804238
022-22816161

Fund Manager

  • Education:
  • Experience:11 years
  • Basic Details:Mr. Roy has 11 years of rich experience in fund management and research. He had worked with Motilal Oswal Securities Limited as a part of the Investment, Market Strategy & Product Development team. His last assignment was with Motilal Oswal Securities Ltd. where he was handling corporate investments books. He has also worked with organizations like IIFL Capital Pvt. Ltd., Mirae Asset Global Investment Pvt. Ltd., Edelweiss Capital Ltd. and Genpact Ltd.
  • Funds Managed:
  • Motilal Oswal Dynamic Fund
  • Motilal Oswal Focused 25 Fund
  • Motilal Oswal Long Term Equity Fund
  • Motilal Oswal Multicap 35 Fund
  • Cash

  • Equity

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