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you are here: Moneycontrol Mutual Funds Multi Cap Fund 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
24.946 -0.11 ( -0.43 %)
NAV as on 18 Feb, 2019
Crisil MF Rank
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MODERATELY HIGH
FUND CLASS
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Below average performance in the category

The scheme is ranked 4 in Multi Cap Fund category by Crisil (for quarter ended Dec 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 Feb 18, 2019)
Period Returns(%) Rank#
1 Month -3.7 40
3 Months -2.4 38
6 Months -11.6 59
1 Year -8.7 55
2 Years 6.0 23
3 Years 16.1 10
5 Years - -

# Moneycontrol Rank within 98 Multi Cap Fund 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 -4.7 2.0 -6.4
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 (Multi Cap Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -3.7 -2.4 -11.6 -8.7 6 16.1 0
Category average -4 -2.8 -10.6 -6.7 5.3 12.8 15
Difference of Fund returns and Category returns 0.3 0.4 -1 -2 0.7 3.3 0
Best of Category 1.5 3.3 -1.9 9.8 12.6 18.8 19.8
Worst of Category -7.2 -5.5 -16.6 -20.7 -7 3.7 9.2
Benchmark returns # -4.2 -3.3 -11 -4.4 6.7 13.5 13.1
Difference of Fund returns and Benchmark returns 0.5 0.9 -0.6 -4.3 -0.7 2.6 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 maximum 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):

    4992.78 ( Dec 31, 2018 )

  • Asset Date:

    Dec 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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
HDFC Equity Fund - Direct Plan (G) 6,231.50 626.5 -3.9 -7.3 -4.5 17.7 16.1
HDFC Equity Fund (G) 13,866.53 596.4 -4.1 -7.7 -5.4 16.7 15.1
Franklin India Equity Fund (G) 8,768.90 548.1 -2.7 -10.0 -5.4 11.1 16.0
Aditya Birla Sun Life Equity Fund (G) 7,862.87 657.7 -5.1 -10.9 -7.3 15.5 18.0
Kotak Standard Multicap Fund - Regular Plan (G) 15,596.70 32 -1.8 -8.6 -2.0 15.6 18.5
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Dec 31, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 462.83 9.27
HDFC Banking/Finance 365.97 7.33
Infosys Technology 329.52 6.60
Larsen Engineering 228.67 5.41
Maruti Suzuki Automotive 270.11 5.34
IndusInd Bank Banking/Finance 266.61 5.29
TCS Technology 264.12 4.58
Bajaj Finance Banking/Finance 228.17 4.57
Eicher Motors Automotive 200.71 4.14
United Spirits Food & Beverage 206.70 4.02
Asset Allocation (%) As on Dec 31, 2018
Equity 98.04
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 1.95
Sector Allocation (%) As on Dec 31, 2018
Sector %
Banking/Finance 33.21
Technology 13.08
Automotive 11.07
Oil & Gas 8.78
Food & Beverage 7.27
Pharmaceuticals 7.00
Concentration As on Dec 31, 2018
Holdings %
Top 5 33.95
Top 10 98.04
Sectors %
Top 3
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