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

PLAN: Direct OPTIONS: Growth
26.405 0.02 (0.08%)

NAV as on 18 Aug, 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 Jun 2017) . 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 18 Aug, 2017)

Period Returns (%) Rank #
1 mth 4.2 9
3 mth 8.4 7
6 mth 19.0 7
1 year 31.5 2
2 year 17.8 15
3 year 29.2 2
5 year - -

# Moneycontrol Rank within 261 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 19.4 5.0 - - -
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 4.2 8.4 19.0 31.5 17.8 29.2 --
Category avg -0.3 2.6 9.9 14.3 9.4 10.1 10.1
Difference of Fund returns and Category returns 4.5 5.8 9.1 17.2 8.4 19.1 --
Best of category 7.5 16.9 21.3 32.6 25.4 39.9 28.3
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # -1.8 3.3 10.2 15.6 10.6 10.3 14.9
Difference of Fund returns and Benchmark returns 6.0 5.1 8.8 15.9 7.2 18.9 --
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) 2,090.74 (Mar-31-2017)
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 0.00%
Load Comments N.A.

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 (%)
Reliance Equity Oppor - RP (G) Rank 5
8,662.40 0.9 11.6 12.8 11.2 16.9
Franklin India Prima Plus (G) Rank 3
8,479.15 3.5 9.5 13.2 15.9 19.9
HDFC Equity Fund (G) Rank 3
13,046.69 2.2 12.6 19.1 10.6 17.9
HDFC Equity Fund - Direct (G) Rank 3
3,971.06 2.4 13.0 20.1 11.5 --
Franklin (I) Prima Plus -Direct (G) Rank 3
1,704.47 3.8 10.1 14.5 17.2 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Banking/Finance 775.04 9.84
HDFC Bank Banking/Finance 739.99 9.39
Maruti Suzuki Automotive 625.98 7.94
IndusInd Bank Banking/Finance 505.95 6.42
HPCL Oil & Gas 468.94 5.95
BPCL Oil & Gas 467.59 5.93
Eicher Motors Automotive 456.81 5.80
PNB Housing Fin Banking/Finance 447.91 5.68
Bajaj Finance Banking/Finance 438.12 5.56
Max Financial Manufacturing 329.72 4.18

Full Portfolio

Sector Allocation (Jul 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 42.24 0.00 0.00
Oil & Gas 15.06 0.00 0.00
Automotive 13.74 0.00 0.00
Pharmaceuticals 10.99 0.00 0.00
Food & Beverage 8.34 0.00 0.00
Manufacturing 4.18 0.00 0.00

View All Sectors

Asset Allocation (%)(Jul 31, 17)

Equity 98.46
Others 0.85
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.68

View All

Concentration

Holdings (%)
Top 5 39.54
Top 10 66.69
Sector (%)
Top 3 71.04

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