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Motilal Oswal Multicap 35 Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
25.433 0.4 (1.59%)

NAV as on 25 May, 2018

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

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close Motilal Oswal MOSt Focused Multicap 35 Fund has been renamed as Motilal Oswal Multicap 35 Fund w.e.f March 16, 2018.
Benchmark Index:
 
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Returns (NAV as on 25 May, 2018)

Period Returns (%) Rank #
1 mth -2.7 180
3 mth 1.0 69
6 mth 1.3 52
1 year 14.8 50
2 year 27.5 21
3 year 18.0 16
5 year - -

# Moneycontrol Rank within 227 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -9.2 - - - -
2017 19.4 5.0 6.9 6.5 42.3
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 -2.7 -5.7 -5.4 5.9 27.5 18.0 --
Category avg -3.1 -2.2 -2.9 9.8 17.1 8.8 11.4
Difference of Fund returns and Category returns 0.4 -3.5 -2.5 -3.9 10.4 9.2 --
Best of category 2.6 7.6 11.8 34.7 38.8 24.2 28.4
Worst of category -5.5 -18.3 -22.3 -15.7 3.7 0.6 6.9
Benchmark returns # -1.4 -1.3 -0.6 11.9 17.9 10.1 14.1
Difference of Fund returns and Benchmark returns -1.3 -4.4 -4.8 -6.0 9.6 7.9 --
Motilal Oswal Multicap 35 Fund - Direct Plan (D) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: NIFTY 500

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jul 04, 0014
Benchmark NIFTY 500
Asset Size (Rs cr) 150.63 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend Rs.1.75 (Mar-20-2018) View Dividend History
Bonus N.A.
Fund Manager Gautam Sinha Roy / Siddharth Bothra
View performance of schemes managed by the Fund Manager
Notes Motilal Oswal MOSt Focused Multicap 35 Fund has been renamed as Motilal Oswal Multicap 35 Fund w.e.f March 16, 2018.

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 (%)
Reliance Multi Cap - Direct (G) Rank 4
1,312.08 -3.0 -4.0 11.6 7.9 17.7
ICICI Pru Dynamic Plan (G) Rank 3
9,495.08 -2.1 -1.6 10.2 10.3 17.9
ICICI Pru Value Discovery Fund (G) Rank 5
14,066.47 -1.6 -1.1 6.3 7.3 21.3
ICICI Pru Value Discovery - DP (G) Rank 5
2,820.26 -1.3 -0.6 7.4 8.6 22.5
ICICI Pru Dynamic Plan - Direct (G) Rank 2
1,316.71 -1.8 -1.0 11.5 11.4 18.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Banking/Finance 439.90 9.20
Maruti Suzuki Automotive 368.66 7.71
HDFC Bank Banking/Finance 368.18 7.70
IndusInd Bank Banking/Finance 246.25 5.15
Interglobe Avi Services 225.21 4.71
HPCL Oil & Gas 223.30 4.67
BPCL Oil & Gas 214.21 4.48
Eicher Motors Automotive 207.04 4.33
Bajaj Finance Banking/Finance 192.22 4.02
United Spirits Food & Beverage 190.78 3.99

Full Portfolio

Sector Allocation (Mar 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 34.26 34.68 34.68
Automotive 13.92 12.45 12.45
Oil & Gas 12.31 13.50 13.50
Pharmaceuticals 9.54 9.64 9.64
Food & Beverage 8.86 9.59 9.59
Miscellaneous 6.41 6.61 6.61

View All Sectors

Asset Allocation (%)(Mar 31, 18)

Equity 98.75
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.24

View All

Concentration

Holdings (%)
Top 5 34.47
Top 10 55.96
Sector (%)
Top 3 60.49

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