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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
28.162 0.16 ( 0.56 %)
NAV as on 14 Aug, 2018
Crisil MF Rank
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MODERATELY HIGH
FUND CLASS
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Info

Good performance in the category

The scheme is ranked 2 in Multi Cap Fund category by Crisil (for quarter ended Jun 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 Aug 14, 2018)
Period Returns(%) Rank#
1 Month 2.0 86
3 Months 0.9 70
6 Months 2.0 46
1 Year 8.4 56
2 Years 19.1 4
3 Years 14.3 6
5 Years - -

# Moneycontrol Rank within 109 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 - - -
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 2 0.9 2 8.4 19.1 14.3 0
Category average 2.6 0.4 0.6 8.4 10.2 7 9.9
Difference of Fund returns and Category returns -0.6 0.5 1.4 0 8.9 7.3 0
Best of Category 7.9 9 15.8 32.6 20.7 15.6 28.5
Worst of Category -5 -10.8 -19.8 -10.9 -3 -2.2 12.4
Benchmark returns # 5.4 3.6 4.3 13.9 15.1 11 17.2
Difference of Fund returns and Benchmark returns -3.4 -2.7 -2.3 -5.5 4 3.3 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):

    4781.51 ( Mar 31, 2018 )

  • Asset Date:

    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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Kotak Standard Multicap Fund - Regular Plan (G) 13,158.76 34.9 4.6 6.0 11.4 12.9 22.5
HDFC Equity Fund (G) 15,669.21 639.8 2.7 0.0 9.5 10.0 20.1
HDFC Equity Fund - Direct Plan (G) 6,217.57 669.2 2.9 0.5 10.5 11.0 21.1
Franklin India Equity Fund - Direct Plan (G) 2,189.31 635.7 3.9 3.5 10.8 10.5 21.9
Franklin India Equity Fund (G) 9,650.87 602.6 3.6 3.0 9.6 9.2 20.7
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jun 30, 2018
Company Sector Value %Assets
HDFC Banking/Finance 496.74 9.54
HDFC Bank Banking/Finance 445.71 8.56
Maruti Suzuki Automotive 373.86 7.18
IndusInd Bank Banking/Finance 309.29 5.94
Eicher Motors Automotive 260.35 5.00
Bajaj Finance Banking/Finance 258.78 4.97
Infosys Technology 170.27 4.50
United Spirits Food & Beverage 209.84 4.03
BPCL Oil & Gas 234.31 3.82
Britannia Food & Beverage 198.90 3.27
Asset Allocation (%) As on Jun 30, 2018
Equity 97.87
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 2.13
Sector Allocation (%) As on Jun 30, 2018
Sector %
Banking/Finance 35.83
Automotive 13.98
Oil & Gas 10.03
Pharmaceuticals 7.96
Food & Beverage 7.93
Technology 7.63
Concentration As on Jun 30, 2018
Holdings %
Top 5 36.22
Top 10 97.87
Sectors %
Top 3 59.84
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