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

PLAN: Direct OPTIONS: Growth
27.338 0.25 (0.92%)

NAV as on 16 Feb, 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.

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Benchmark Index:
 
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Returns (NAV as on 16 Feb, 2018)

Period Returns (%) Rank #
1 mth -3.6 94
3 mth 3.6 30
6 mth 3.4 135
1 year 24.0 38
2 year 32.0 25
3 year 17.7 6
5 year - -

# Moneycontrol Rank within 265 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 19.4 5.0 6.9 6.5 44.1
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 -3.6 3.6 3.4 24.0 32.0 17.7 --
Category avg -4.2 2.8 8.4 21.0 23.7 9.2 11.6
Difference of Fund returns and Category returns 0.6 0.8 -5.0 3.0 8.3 8.5 --
Best of category -0.3 10.6 25.3 48.4 51.7 22.9 27.9
Worst of category -7.8 -8.2 -1.7 2.3 11.3 2.4 5.8
Benchmark returns # -3.9 1.9 6.9 21.5 25.2 8.8 14.7
Difference of Fund returns and Benchmark returns 0.3 1.7 -3.5 2.5 6.8 8.9 --
Motilal Oswal MOSt Focused Multicap 35 Fund - Direct Plan (G) Review by Crisil - Rating: 3 (Rank 3 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) 4,054.76 (Dec-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 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 (%)
HDFC Equity Fund - Direct (G) Rank 3
5,874.63 -0.4 7.6 23.1 10.4 18.0
HDFC Equity Fund (G) Rank 3
15,459.56 -0.7 7.1 22.0 9.5 17.1
ICICI Pru Value Discovery Fund (G) Rank 5
14,465.29 2.6 6.4 13.8 8.1 21.1
Franklin India Prima Plus (G) Rank 4
9,740.04 0.5 4.5 16.1 9.4 18.5
Reliance Equity Oppor - RP (G) Rank 4
8,929.18 1.6 10.9 24.8 7.0 17.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 29, 17)

Equity Sector Value
(Rs cr)
Asset %
Maruti Suzuki Automotive 351.55 8.67
HDFC Banking/Finance 350.74 8.65
HDFC Bank Banking/Finance 293.97 7.25
HPCL Oil & Gas 231.53 5.71
BPCL Oil & Gas 209.23 5.16
United Spirits Food & Beverage 191.38 4.72
Eicher Motors Automotive 181.65 4.48
IndusInd Bank Banking/Finance 180.03 4.44
Interglobe Avi Services 166.25 4.10
PNB Housing Fin Banking/Finance 164.22 4.05

Full Portfolio

Sector Allocation (Dec 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 33.09 0.00 0.00
Oil & Gas 14.38 0.00 0.00
Automotive 13.15 0.00 0.00
Food & Beverage 10.46 0.00 0.00
Pharmaceuticals 9.76 0.00 0.00
Miscellaneous 6.46 0.00 0.00

View All Sectors

Asset Allocation (%)(Dec 29, 17)

Equity 98.78
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.20

View All

Concentration

Holdings (%)
Top 5 35.44
Top 10 57.23
Sector (%)
Top 3 60.62

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