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Motilal Oswal Multicap 35 Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Multi Cap Fund
  • Latest (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank
  • (Updated on 30th Jun 2018)
    Crisil Rank
  • (Updated on 31st Mar 2018)
    Crisil Rank
Should you invest in this fund? - Fund performance is deteriorating and now below average compared to similar funds in the Multi Cap Fund. Existing investors can consider switching/changing their investments from this fund.

Returns (NAV as on 19th June, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 12-Jun-19 9794.93 -2.05% - -2.33% 45/69
1 Month 17-May-19 10239.79 2.40% - 2.77% 45/69
3 Month 19-Mar-19 10090.94 0.91% - 0.63% 33/68
6 Month 19-Dec-18 10345.58 3.46% - 3.52% 36/67
YTD 01-Apr-19 10070.65 0.71% - -0.90% 17/68
1 Year 19-Jun-18 9988.77 -0.11% -0.11% 0.17% 35/59
2 Year 19-Jun-17 11006.71 10.07% 4.91% 5.21% 24/39
3 Year 17-Jun-16 15076.32 50.76% 14.64% 11.82% 6/34
5 Year 19-Jun-14 24009.24 140.09% 19.13% 11.64% 1/28
10 Year - - - - - -/-
Since Inception 28-Apr-14 27397.90 173.98% 21.64% - -/-

SIP Returns (NAV as on 19th Jun,2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 year 19-Jun-18 12000 12401.7 3.35 % 6.27 %
2 years 19-Jun-17 24000 24598.85 2.50 % 2.39 %
3 years 19-Jun-16 36000 40395.26 12.21 % 7.63 %
5 years 19-Jun-14 60000 81829.27 36.38 % 12.36 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.00% 2.52% 1.13% 3.72% 0.69% -0.83% 4.95% 14.70% 19.10%
Nifty 50 0.17% 2.49% 2.00% 7.18% 0.58% 8.26% 10.40% 12.68% 9.11%
Benchmark: Nifty 500 TRI 0.08% 2.58% 0.63% 4.60% -0.94% 3.68% 7.82% 13.10% 10.69%
Category Average 0.15% 2.77% 0.63% 3.52% -0.90% 0.17% 5.21% 11.82% 11.64%
Category Rank 52/69 45/69 33/68 36/67 17/68 35/59 24/39 6/34 1/28
Best in Category 0.81% 6.56% 5.42% 9.59% 3.97% 12.94% 10.99% 15.99% 19.10%
Worst in Category -0.68% -0.38% -4.60% -5.93% -5.58% -15.91% -4.07% 4.97% 6.33%

Best Quarters

Period This Fund Nifty 50 Nifty 500 TRI Category Average
Q1 - 2017 19.73% 12.16% 14.17% 15.25%
Q3 - 2016 10.94% 3.40% 5.22% 6.94%
Q3 - 2017 7.51% 2.54% 2.92% 3.96%

Worst Quarters

Period This Fund Nifty 50 Nifty 500 TRI Category Average
Q1 - 2018 -2.74% -2.14% -4.36% -6.15%
Q3 - 2018 -5.04% 3.29% 0.62% -5.73%
Q4 - 2016 -5.76% -6.39% -7.03% -6.29%

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