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

PLAN: Regular OPTIONS: Growth
26.309 0.15 (0.57%)

NAV as on 23 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

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.

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Benchmark Index:
 
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Returns (NAV as on 23 Feb, 2018)

Period Returns (%) Rank #
1 mth -4.5 55
3 mth 0.5 65
6 mth 2.3 189
1 year 20.5 85
2 year 30.4 39
3 year 16.8 11
5 year - -

# Moneycontrol Rank within 267 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 -4.5 0.5 2.3 20.5 30.4 16.8 --
Category avg -5.8 -0.7 6.9 17.3 24.0 8.9 11.6
Difference of Fund returns and Category returns 1.3 1.2 -4.6 3.2 6.4 7.9 --
Best of category -0.9 9.9 25.1 46.6 52.0 22.7 28.0
Worst of category -8.8 -10.0 -2.8 -2.8 11.1 2.3 6.0
Benchmark returns # -6.3 0.5 7.8 19.7 24.9 9.0 14.9
Difference of Fund returns and Benchmark returns 1.8 0.0 -5.5 0.8 5.5 7.8 --
Motilal Oswal MOSt Focused Multicap 35 Fund - Regular Plan (G) Review by Crisil - Rating: 4 (Rank 2 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) 53.15 (Feb-02-2018)
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 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 (%)
ICICI Pru Value Discovery - DP (G) Rank 5
2,805.12 1.1 8.1 13.7 9.2 22.2
ICICI Pru Dynamic Plan - IP (G) Not Ranked
0.05 0.9 9.5 16.5 11.3 18.8
ICICI Pru Dynamic Plan - Inst. Not Ranked
0.27 0.9 9.5 16.5 11.3 18.8
ICICI Pru Dynamic Plan - Direct (G) Rank 2
1,162.88 0.9 9.5 16.5 11.3 18.7
ICICI Pru Dynamic Plan (G) Rank 3
7,778.15 0.6 8.9 15.4 10.3 17.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Banking/Finance 1,178.95 9.88
Maruti Suzuki Automotive 1,004.62 8.42
HDFC Bank Banking/Finance 959.79 8.04
HPCL Oil & Gas 628.72 5.27
BPCL Oil & Gas 575.41 4.82
IndusInd Bank Banking/Finance 555.10 4.65
United Spirits Food & Beverage 512.21 4.29
Jubilant Life Pharmaceuticals 505.01 4.23
Interglobe Avi Services 492.16 4.12
Eicher Motors Automotive 480.70 4.03

Full Portfolio

Sector Allocation (Jan 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 34.68 0.00 0.00
Oil & Gas 13.50 0.00 0.00
Automotive 12.45 0.00 0.00
Pharmaceuticals 9.64 0.00 0.00
Food & Beverage 9.59 0.00 0.00
Miscellaneous 6.61 0.00 0.00

View All Sectors

Asset Allocation (%)(Jan 31, 18)

Equity 98.98
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.04

View All

Concentration

Holdings (%)
Top 5 36.43
Top 10 57.75
Sector (%)
Top 3 60.63

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