Motilal Oswal Multicap 35 Fund Overview

Mutual Fund

Motilal Oswal Multicap 35 Fund is an open-ended equity fund. The launch date of this fund is 28th April 2014. The benchmark of Motilal Oswal Multicap 35 Fund is Nifty 500 TRI. Motilal Oswal Multicap 35 Fund is managed BY Mr. Gautam Sinha Roy, Mr. Swapnil Mayekar, and Mr. Abhiroop Mukherjee.

The AUM of this fund is Rs.12, 702cr. (as on 28th Feb 2019). The expense ratio of this mutual fund is 1.76%. Motilal Oswal Multicap 35 Fund comes with both Motilal Oswal Multicap 35 Fund Growth and Motilal Oswal Multicap 35 Fund Dividend but it is advisable to invest in Motilal Oswal Multicap 35 Fund Growth option for better result. You can invest in Motilal Oswal Multicap 35 Fund lump sum with the minimum amount of Rs.1000 and the minimum SIP investment is Rs.500. The last three years return of this fund is 15.51%. The return of this fund is moderately high. The return since launch is 21.07% for this fund. The exit load of Motilal Oswal Multicap 35 Fund is 1% if you redeem your fund within 15 days. Motilal Oswal Multicap 35 Fund has 98.11% investment in Indian stocks of which 79.81% is in large cap, 15.84% in mid cap stocks and 2.46% small cap stocks. Investors who are looking for long term capital growth this fund is best for them. Investors should stay invested at least for three to five years for better return. As this fund invests in equity so there are some risks also involve so investor should be ready for moderate losses in their investments.

Top 10 holdings of Motilal Oswal Multicap 35 Fund

S.No. Name of Holding Net Assets (%)
1 HDFC Bank Limited 9.42
2 Infosys Limited 6.57
3 Housing Development Finance Corporation Limited 6.29
4 Larsen & Toubro Limited 5.64
5 Axis Bank Limited 5.58
6 Maruti Suzuki India Limited 4.8
7 Tata Consultancy Services Limited 4.17
8 Eicher Motors Limited 4.05
9 RBL Bank Limited 4.03
10 IndusInd Bank Limited 3.88

Top 5 sectors of Motilal Oswal Multicap 35 Fund

S.No. Name of Holding Net Assets (%)
1 Bank – Private 24.64
2 IT – Software 12.62
3 Finance – Housing 6.9
4 Insurance 6.09
5 Refineries 5.67

Motilal Oswal Multicap 35 Fund

  • AUM Size- Rs.12,702cr.(as on 28th February 2019) 
  • Expense Ratio- 1.76% (28th February 2019)
  • Launch Date- 28th April 2014 
  • Benchmark- NIFTY 200 TRI
  • Risk- Moderately High
  • Return Since Launch- 21.07%

Performance

  1-Year 3-Year 5-Year 10-Year
Fund -2.85 15.51
S&P BSE 500 TRI 8.63 15.65
Category 4.88 13.85
Rank within Category 44 14
Number of funds in category 45 42

As on Apr 04, 2019

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