Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Diversified Equity > Motilal Oswal Mutual Fund > Motilal Oswal Multicap 35 Fund - Regular Plan (G)

Motilal Oswal Multicap 35 Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
26.613 0.15 (0.55%)

NAV as on 18 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
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Good performance in the category

The scheme is ranked 2 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 continue to stay invested. But, do keep a check on its performance.

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:
 
View Historic Graph From     To     

Returns (NAV as on 18 May, 2018)

Period Returns (%) Rank #
1 mth -1.8 173
3 mth 1.0 45
6 mth 2.4 50
1 year 12.6 64
2 year 23.2 36
3 year 16.1 20
5 year - -

# Moneycontrol Rank within 227 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 19.2 4.7 6.7 6.3 42.7
2016 -6.9 10.1 10.7 -7.9 6.9
2015 10.8 2.1 -0.6 -0.9 14.5
2014 - 20.2 13.4 13.6 54.0

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 -1.8 1.0 2.4 12.6 23.2 16.1 --
Category avg -0.9 -0.5 0.1 7.7 17.1 9.9 11.2
Difference of Fund returns and Category returns -0.9 1.5 2.3 4.9 6.1 6.2 --
Best of category 2.1 7.6 13.4 31.1 40.1 24.8 27.7
Worst of category -5.8 -18.4 -21.5 -16.4 3.2 0.7 5.7
Benchmark returns # -1.1 0.5 0.5 11.2 17.9 10.0 13.8
Difference of Fund returns and Benchmark returns -0.7 0.5 1.9 1.4 5.3 6.1 --
Motilal Oswal Multicap 35 Fund - Regular Plan (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: NIFTY 500

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jul 04, 0014
Benchmark NIFTY 500
Asset Size (Rs cr) 7,108.39 (Mar-31-2018)
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 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 -3.2 -2.5 9.8 8.1 16.6
ICICI Pru Dynamic Plan (G) Rank 3
9,495.08 -2.7 -1.1 8.8 10.3 17.1
ICICI Pru Value Discovery Fund (G) Rank 5
14,066.47 -2.3 -0.2 4.7 7.3 20.4
ICICI Pru Value Discovery - DP (G) Rank 5
2,820.26 -2.0 0.2 5.7 8.5 21.6
ICICI Pru Dynamic Plan - Direct (G) Rank 2
1,316.71 -2.4 -0.5 10.1 11.3 18.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Banking/Finance 653.97 9.20
Maruti Suzuki Automotive 548.06 7.71
HDFC Bank Banking/Finance 547.35 7.70
IndusInd Bank Banking/Finance 366.08 5.15
Interglobe Avi Services 334.80 4.71
HPCL Oil & Gas 331.96 4.67
BPCL Oil & Gas 318.46 4.48
Eicher Motors Automotive 307.79 4.33
Bajaj Finance Banking/Finance 285.76 4.02
United Spirits Food & Beverage 283.62 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

News & Videos

News

Messages & Community

Sections
Follow us on
Available On