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Motilal Oswal MOSt Focused Multicap 35 Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
27.702 0.27 (0.98%)

NAV as on 15 Dec, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Motilal Oswal Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Diversified Equity category by Crisil (for quarter ended Sep 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

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Benchmark Index:
 
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Returns (NAV as on 15 Dec, 2017)

Period Returns (%) Rank #
1 mth 5.4 11
3 mth 1.5 194
6 mth 11.4 83
1 year 41.4 18
2 year 26.1 21
3 year 22.4 4
5 year - -

# Moneycontrol Rank within 259 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 19.4 5.0 6.9 - -
2016 -6.7 10.4 10.9 -7.7 7.8
2015 11.2 2.4 -0.4 -0.7 15.6
2014 - 20.4 13.7 14.0 55.2

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 5.4 1.5 11.4 41.4 26.1 22.4 --
Category avg 2.5 4.2 9.3 26.7 17.4 10.5 10.0
Difference of Fund returns and Category returns 2.9 -2.7 2.1 14.7 8.7 11.9 --
Best of category 7.5 16.9 21.3 53.7 34.2 23.9 27.0
Worst of category -8.8 -7.7 -11.5 -7.6 -0.1 2.8 1.4
Benchmark returns # 2.7 3.7 9.7 31.9 19.1 11.4 14.4
Difference of Fund returns and Benchmark returns 2.7 -2.2 1.7 9.5 7.0 11.0 --
Motilal Oswal MOSt Focused Multicap 35 Fund - Direct Plan (G) Review by Crisil - Rating: 5 (Rank 1 out of 5)
# Benchmark Index: NIFTY 500

Investment Info

Investment Objective

The investment objective of the scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity and equity related instruments across sectors and market capitalization levels.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Apr 17, 2014
Benchmark NIFTY 500
Asset Size (Rs cr) 3,269.73 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Gautam Sinha Roy / Siddharth Bothra
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load of 1% id redemmed within one year from the date of allotment

Contact Details

Regd. Office 10th Floor, Motilal Oswal Tower, Rahimtulla Sayani Road, Opp. Parel ST Depot, Prabhadevi, Mumbai, 400025
Tel. No. 022-39804263
Fax No. 022-22816161
Email mfservice@motilaloswal.com
Website http://www.motilaloswal.com/assetmanagement/

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Franklin (I) Prima Plus -Direct (G) Rank 3
1,952.41 3.9 9.4 28.4 14.1 --
HDFC Equity Fund - Direct (G) Rank 3
5,313.63 5.4 11.0 32.3 12.2 --
Reliance Equity Oppor -Direct (G) Rank 5
1,146.35 7.9 13.4 34.5 10.4 --
Franklin India Prima Plus (G) Rank 3
9,426.19 3.6 8.9 27.0 12.9 18.7
ICICI Pru Value Discovery Fund (G) Rank 5
14,542.94 2.8 6.5 19.1 10.9 20.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Banking/Finance 860.34 8.63
Maruti Suzuki Automotive 835.26 8.38
HDFC Bank Banking/Finance 830.37 8.33
HPCL Oil & Gas 685.69 6.88
BPCL Oil & Gas 632.55 6.35
IndusInd Bank Banking/Finance 562.54 5.64
Eicher Motors Automotive 520.47 5.22
Bajaj Finance Banking/Finance 488.79 4.90
PNB Housing Fin Banking/Finance 475.64 4.77
Britannia Food & Beverage 435.44 4.37

Full Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 37.73 0.00 0.00
Oil & Gas 17.09 0.00 0.00
Automotive 13.60 0.00 0.00
Food & Beverage 10.53 0.00 0.00
Pharmaceuticals 8.84 0.00 0.00
Manufacturing 4.28 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 99.46
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.52

View All

Concentration

Holdings (%)
Top 5 38.57
Top 10 63.47
Sector (%)
Top 3 68.42

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