Motilal Oswal Multicap 35 Fund (Equity, Multi Cap)

Moderately High
5 yrs 11 monthsStarted on:28 Apr 2014
₹ 13062.21 Cras on: 27 Feb 2020
Long Term Horizon
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

Similar Funds
Franklin India Equity Fund
Current NAV 579.94
Return (CAGR) 18.68%
Value Research NA
SBI Focused Equity Fund
Current NAV 159.63
Return (CAGR) 19.72%
Value Research
Axis Focused 25 Fund
Current NAV 31.34
Return (CAGR) 16.06%
Value Research
Kotak Standard Multicap Fund
Current NAV 36.92
Return (CAGR) 13.29%
Value Research
DSP Equity Fund
Current NAV 44.7
Return (CAGR) 19.39%
Value Research NA
Aditya Birla SL Equity Fund
Current NAV 764.12
Return (CAGR) 22.33%
Value Research
Principal Multicap Fund
Current NAV 144.9
Return (CAGR) 14.81%
Value Research
UTI CCF Investment Plan Fund
Current NAV 38.93
Return (CAGR) 8.84%
Value Research
ICICI Pru Multicap Fund
Current NAV 285.16
Return (CAGR) 14.09%
Value Research
IDFC Multi Cap Fund
Current NAV 97.96
Return (CAGR) 17.14%
Value Research
HDFC Equity Fund
Current NAV 631.8
Return (CAGR) 17.90%
Value Research
Baroda Pioneer Multi Cap Fund
Current NAV 101.2
Return (CAGR) 15.09%
Value Research


TenureReturns (CAGR)
1 YR11.06
2 YR0.62
3 YR7.24

SIP Returns

TenureReturns (CAGR)
1 YR6.33
2 YR3.74
3 YR3.36
5 YR8.18


Company Name% Assets
HDFC Bank Ltd.10.33
Axis Bank Ltd.6.98
HDFC Life Insurance Co Ltd.6.88
Housing Development Finance Corpn. Ltd.6.1
Larsen & Toubro Ltd.5.81
Infosys Ltd.5.58
Maruti Suzuki India Ltd.5.29
Tata Consultancy Services Ltd.5.09
AU Small Finance Bank Ltd.5.09
Bajaj Finance Ltd.5.01

Top Sectoral Holdings

Sector Name% Assets
Cons Durable4.62


Portfolio turnover ratio20
Standard Deviation13.65%
Sharpe Ratio0.35

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).