Motilal Oswal Multicap 35 Fund (Equity, Multi Cap)

Moderately High
5 yrs 12 monthsStarted on:28 Apr 2014
₹ 12371.55 Cras on: 30 Mar 2020
Long Term Horizon
1.80%
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)

SIP Returns

TenureReturns (CAGR)

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.57
Axis Bank Ltd.7.05
HDFC Life Insurance Co Ltd.6.6
AU Small Finance Bank Ltd.6.03
Housing Development Finance Corpn. Ltd.5.8
Infosys Ltd.5.56
Bajaj Finance Ltd.5.41
Larsen & Toubro Ltd.5.32
Tata Consultancy Services Ltd.5.17
Maruti Suzuki India Ltd.5.08

Top Sectoral Holdings

Sector Name% Assets
Financial47.41
Technology10.73
FMCG9.06
Automobile9.04
Construction5.32
Energy5.29
Cons Durable5.16
Chemicals3.49
Services2.27
Healthcare1.38

Indicators

LabelValue
Portfolio turnover ratio20
Standard Deviation13.65%
Beta0.91%
Sharpe Ratio0.1

Akash Singhania,Herin Visaria

Mr.Singhania holds a degree in B.Com(H), is CA, CS and a PGDBM from IIM-L.
Prior to joining Motilal Oswal Mutual Fund, He was associated with PGIM India as Fund Manager-PMS (May'08-Dec'12), ICICI Prudential Asset Management Co. Ltd. as Research Analyst (Mar'06-May'08), SR Batliboi & Co. (Ernst & Young) as Senior Executive (Jul'05-Mar'06), Bharat S Raut & Co. (KPMG) as Senior Executive (Aug'02-May'03) and PWC as Junior Executive (Oct'01-Jul'02).