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you are here: Moneycontrol Mutual Funds Diversified Equity Motilal Oswal Mutual Fund Motilal Oswal Multicap 35 Fund - Direct Plan (G)

Motilal Oswal Multicap 35 Fund - Direct Plan (G)

Previous Name: Motilal Oswal MOSt Focused Multicap 35 Fund - Direct Plan (G)
Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 129046
Buy
27.685 0.22 ( 0.82 %)
NAV as on 20 Jul, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Info

Very Good performance in the category

The scheme is ranked 1 in Diversified Equity category by Crisil (for quarter ended Mar 2018 ) 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.

Motilal Oswal MOSt Focused Multicap 35 Fund has been renamed as Motilal Oswal Multicap 35 Fund w.e.f March 16, 2018.

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Returns (NAV as on Jul 20, 2018)
Period Returns(%) Rank#
1 Month 1.0 51
3 Months -1.3 78
6 Months -3.3 56
1 Year 8.4 46
2 Years 19.7 11
3 Years 13.6 17
5 Years - -

# Moneycontrol Rank within 227 Diversified Equity Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -2.7 -2.4 - - -
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

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 1 -1.3 -3.3 8.4 19.7 13.6 0
Category average -1.4 -3.9 -7.2 2.6 11.2 7.3 11.3
Difference of Fund returns and Category returns 2.4 2.6 3.9 5.8 8.5 6.3 0
Best of Category 4.8 9.3 13.1 32.6 25.1 19.7 28.2
Worst of Category -5.9 -15.2 -26.5 -23.1 -2.8 -2.1 6.7
Benchmark returns # 0.1 -0.7 -5.1 7.5 13.4 9.1 14.9
Difference of Fund returns and Benchmark returns 0.9 -0.6 1.8 0.9 6.3 4.5 0
# Benchmark Index: NIFTY 500

Investment Information

Investment Objective

The investment objective of the scheme is to achieve long term capital appreciation by primarily investing in a rnmaximum of 35 equity and equity related instruments across sectors and market capitalization levels.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Jul 04, 0014

  • Benchmark:

    NIFTY 500

  • Asset size (Rs Cr):

    5206.92 ( Jun 30, 2018 )

  • Asset Date:

    Jun 30, 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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
ICICI Prudential Value Discovery Fund (G) 13,496.56 143.5 -0.6 -4.6 5.0 6.9 22.5
Kotak Standard Multicap Fund - Regular Plan (G) 14,381.20 33.7 2.1 -1.4 7.5 12.0 21.3
Motilal Oswal Multicap 35 Fund - Regular Plan (G) 7,777.54 26.6 -1.6 -3.8 7.5 12.6 0.0
Motilal Oswal Multicap 35 Fund - Direct Plan (G) 5,206.92 27.7 -1.3 -3.3 8.4 13.6 0.0
ICICI Prudential Multi-Asset Fund (G) 10,048.01 245.8 -5.3 -8.5 1.4 9.8 16.8
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
HDFC Banking/Finance 1,182.65 8.97
HDFC Bank Banking/Finance 897.49 8.46
Maruti Suzuki Automotive 1,115.39 6.81
IndusInd Bank Banking/Finance 768.61 5.83
Eicher Motors Automotive 536.72 5.32
Bajaj Finance Banking/Finance 530.87 4.50
BPCL Oil & Gas 547.15 4.15
Interglobe Avi Services 700.89 4.07
HPCL Oil & Gas 593.63 4.03
United Spirits Food & Beverage 511.15 3.88
Asset Allocation (%) As on May 31, 2018
Equity 98.31
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 1.70
Sector Allocation (%) As on May 31, 2018
Sector %
Banking/Finance 35.07
Automotive 14.55
Oil & Gas 11.24
Pharmaceuticals 8.66
Food & Beverage 7.99
Miscellaneous 5.66
Concentration As on May 31, 2018
Holdings %
Top 5 35.39
Top 10 98.31
Sectors %
Top 3 60.86
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