Motilal Oswal MOSt Focused Multicap 35 Fund (Equity, Multi Cap)

Moderately High
4 yrs 1 monthsStarted on:28 Apr 2014
₹ 13131.17 Cras on: 22 May 2018
Long Term Horizon
2.04%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Scheme seeks to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.

Exit Load

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Tenure

TenureReturns (CAGR)
3 Month0.72
1 YR13.93
2 YR23.65
3 YR15.18

SIP Returns

TenureReturns (CAGR)
1 YR2.68
2 YR15.01
3 YR17

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd.9.06
HDFC Bank Ltd.7.61
Maruti Suzuki India Ltd.7.06
Indusind Bank Ltd.5.22
Eicher Motors Ltd.5.14
Interglobe Aviation Ltd.4.66
United Spirits Ltd.4.22
Bajaj Finance Ltd.4.09
Hindustan Petroleum Corpn. Ltd.3.87
Bharat Petroleum Corpn. Ltd.3.85

Top Sectoral Holdings

Sector Name% Assets
Financial43.85
Automobile14.47
Energy10.6
Healthcare9.92
FMCG9.12
Services4.66
Technology3.17
Cons Durable2.79

Indicators

LabelValue
Portfolio turnover ratio16
Standard Deviation14.07%
Beta0.89%
Sharpe Ratio1.02

Gautam Sinha Roy

Mr. Roy is MBA, Bachelor of Engineering & CFA
Has been with Motilal Oswal AMC for the last four years as a Fund Manager.

Other Funds Managed by Gautam Sinha Roy

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