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Rating:
Aum
₹3,496.56 Cr
Expense Ratio
1.95%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
18 Jun 2024
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +7.03% | -- |
| 3 Months | +1.14% | -- |
| 6 Months | -10.93% | -- |
| 1 Year | -4.79% | -4.79% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +24.88% | +12.39% |
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Shaily Engineering Plastics | 219.26 | 5.49 |
| Kalyan Jewellers India | 202.09 | 5.06 |
| Eternal | 185.28 | 4.64 |
| ICICI Bank | 176.88 | 4.43 |
| CG Power and Industrial Solutions | 167.50 | 4.19 |
| RBL Bank | 152.08 | 3.81 |
| Net Receivables / (Payables) | 147.16 | 3.68 |
| Radico Khaitan | 147.09 | 3.68 |
| Ellenbarrie Industrial Gases | 137.28 | 3.44 |
| Indusind Bank | 133.10 | 3.33 |
Rating:
Risk
Return
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Baroda BNP Paribas Multi Cap Fund Regular Growth | +3.24% | +16.94% | +16.43% |
| Invesco India Multicap Fund Growth | -3.88% | +14.91% | +13.99% |
| Franklin India Multi Cap Fund Regular Growth | +3.54% | -- | -- |
| Motilal Oswal Multi Cap Fund Regular Growth | -4.79% | -- | -- |
| WhiteOak Capital Multi Cap Fund Regular Growth | +6.19% | -- | -- |
Results are calculated on CAGR basis
The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies. However, there can be no assurance that the investment objective of the scheme will be realized.
The Motilal Oswal Multi Cap Fund Regular Growth has an AUM of 3496.56 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.95%. The minimum investment in Motilal Oswal Multi Cap Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are High & Low respectively.
The fund has a present cash holding of %. The top holdings of the fund include Shaily Engineering Plastics, Kalyan Jewellers India, Eternal, ICICI Bank.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services, Chemical Manufacturing.
Some of the similar funds are Baroda BNP Paribas Multi Cap Fund Regular Growth, Invesco India Multicap Fund Growth, Franklin India Multi Cap Fund Regular Growth, Motilal Oswal Multi Cap Fund Regular Growth, WhiteOak Capital Multi Cap Fund Regular Growth. Motilal Oswal Multi Cap Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
According to the morning star rating Motilal Oswal Multi Cap Fund Regular Growth has a High risk & Low return.
Motilal Oswal Multi Cap Fund Regular Growth is managed by Swapnil Mayekar,Sandeep Jain,Rakesh Shetty,Atul Mehra,Bhalchandra Shinde.
The expense ratio of Motilal Oswal Multi Cap Fund Regular Growth is 1.95%.
The 5 year annualized return on Motilal Oswal Multi Cap Fund Regular Growth is 0.00% & it has generated -4.79% in the last 1 year.
The minimum investment in Motilal Oswal Multi Cap Fund Regular Growth is 500 Rs.
Motilal Oswal Multi Cap Fund Regular Growth has an AUM of 3496.56 crores.
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