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you are here: Moneycontrol Mutual Funds Multi Cap Fund Motilal Oswal Mutual Fund Motilal Oswal Multicap 35 Fund - Regular Plan (G)

Motilal Oswal Multicap 35 Fund - Regular Plan (G)

Previous Name: Motilal Oswal MOSt Focused Multicap 35 Fund - Regular Plan (G)
Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 129048
Buy
27.076 0.10 ( 0.38 %)
NAV as on 17 Aug, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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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 17, 2018)
Period Returns(%) Rank#
1 Month 2.3 94
3 Months 1.2 74
6 Months 2.8 60
1 Year 5.8 68
2 Years 18.0 13
3 Years 13.4 14
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 -3.0 -2.6 - - -
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

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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 2.3 1.2 2.8 5.8 18 13.4 0
Category average 4.3 1.7 2.3 6.9 10.3 6.7 10.3
Difference of Fund returns and Category returns -2 -0.5 0.5 -1.1 7.7 6.7 0
Best of Category 8.9 9.4 17.4 32.6 20.7 15.6 29.2
Worst of Category -5 -10.8 -19.1 -12.6 -3.3 -2.2 13.5
Benchmark returns # 4.9 5 6.7 13 15.3 11.2 18.7
Difference of Fund returns and Benchmark returns -2.6 -3.8 -3.9 -7.2 2.7 2.2 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):

    7108.39 ( 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(%)
HDFC Equity Fund - Direct Plan (G) 6,217.57 675.9 6.4 3.0 10.6 11.0 22.3
Franklin India Equity Fund (G) 9,650.87 608.8 5.9 5.0 9.7 9.6 21.7
HDFC Equity Fund (G) 15,669.21 646.1 6.1 2.5 9.5 10.1 21.3
Franklin India Equity Fund - Direct Plan (G) 2,189.31 642.3 6.2 5.6 10.9 10.9 22.9
Kotak Standard Multicap Fund - Direct Plan (G) 4,429.48 37 6.4 7.9 12.0 14.3 24.7
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jun 30, 2018
Company Sector Value %Assets
HDFC Banking/Finance 741.98 9.54
HDFC Bank Banking/Finance 665.76 8.56
Maruti Suzuki Automotive 558.43 7.18
IndusInd Bank Banking/Finance 461.99 5.94
Eicher Motors Automotive 388.88 5.00
Bajaj Finance Banking/Finance 386.54 4.97
Infosys Technology 254.33 4.50
United Spirits Food & Beverage 313.43 4.03
BPCL Oil & Gas 349.99 3.82
Britannia Food & Beverage 297.10 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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