Motilal Oswal Multicap 35 Fund (Equity, Multi Cap)

Moderately High
5 yrs 4 monthsStarted on:28 Apr 2014
₹ 12413.26 Cras on: 23 Aug 2019
Long Term Horizon
1.76%
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 YR7.60

SIP Returns

TenureReturns (CAGR)
3 YR0
5 YR6.92

Portfolio

Company Name% Assets
HDFC Bank Ltd.10.42
Housing Development Finance Corpn. Ltd.7.69
Infosys Ltd.7.23
Axis Bank Ltd.6.79
Larsen & Toubro Ltd.6.19
HDFC Life Insurance Co Ltd.5.37
Bajaj Finance Ltd.4.76
Tata Consultancy Services Ltd.4.71
United Spirits Ltd.4.26
Maruti Suzuki India Ltd.3.94

Top Sectoral Holdings

Sector Name% Assets
Financial46.13
Technology13.65
Automobile7.31
FMCG6.71
Construction6.19
Energy5.95
Healthcare4.16
Cons Durable3.99

Indicators

LabelValue
Portfolio turnover ratio28
Standard Deviation14.53%
Beta0.96%
Sharpe Ratio0.17

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).