Motilal Oswal Multicap 35 (Equity, Multi Cap)

Moderately High
4 yrs 7 monthsStarted on:28 Apr 2014
₹ 12236.25 Cras on: 15 Nov 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)
1 Month2.82
2 YR13.18
3 YR12.47

SIP Returns

TenureReturns (CAGR)
3 YR7.13

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.86
Housing Development Finance Corpn. Ltd.8.52
Infosys Ltd.7.49
Tata Consultancy Services Ltd.5.48
Maruti Suzuki India Ltd.5.27
Indusind Bank Ltd.4.81
Bajaj Finance Ltd.4.6
Eicher Motors Ltd.3.97
RBL Bank Ltd.3.91
United Spirits Ltd.3.78

Top Sectoral Holdings

Sector Name% Assets
Financial42.81
Technology14.89
Automobile11.27
Energy8.64
FMCG7.06
Healthcare6.75
Construction3.71
Cons Durable2.46
Services0.31

Indicators

LabelValue
Portfolio turnover ratio21
Standard Deviation15.06%
Beta0.9%
Sharpe Ratio0.29

Gautam Sinha Roy,Swapnil P Mayekar,Snigdha Sharma

Mr. Roy is MBA, Bachelor of Engineering & CFAMr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.Ms. Sharma is a MBA (Finance) and B.Tech. (Mechanical)
Has been with Motilal Oswal AMC for the last four years as a Fund Manager.Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.Prior to joining Motilal Oswal AMC she has worked with Axis Capital Ltd. as Vice President - Institutional Equity Research, Fidelity International Ltd. as Equity Research Analyst, Karma Capital Ltd. as Equity Research Analyst and Goldman Sachs India Ltd. as Equity Research Analyst.
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