motilal oswal multicap 35 (Equity, Multi Cap)

Moderately High
4 yrs 5 monthsStarted on:28 Apr 2014
₹ 14052.1 Cras on: 19 Sep 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)
2 YR13.35
3 YR14.36

SIP Returns

TenureReturns (CAGR)
2 YR6.73
3 YR12.59

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd.9.03
HDFC Bank Ltd.8.32
Maruti Suzuki India Ltd.6.62
Infosys Ltd.6.45
Indusind Bank Ltd.5.74
Tata Consultancy Services Ltd.4.98
Eicher Motors Ltd.4.81
Bajaj Finance Ltd.4.71
United Spirits Ltd.3.74
Bharat Petroleum Corpn. Ltd.3.56

Top Sectoral Holdings

Sector Name% Assets
Financial44.84
Automobile13.78
Technology11.43
Energy9.47
FMCG7.25
Healthcare6.42
Cons Durable2.84
Services2.19

Indicators

LabelValue
Standard Deviation13.3%
Beta0.85%
Sharpe Ratio0.71

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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