Motilal Oswal Multicap 35 Fund (Equity, Multi Cap)

Moderately High
5 yrs 7 monthsStarted on:28 Apr 2014
₹ 13513.08 Cras on: 15 Nov 2019
Long Term Horizon
1.75%
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)
YTD7.03
1 Month3.28
3 Month9.61
1 YR10.50
2 YR2.94
3 YR12.28

SIP Returns

TenureReturns (CAGR)
1 YR10.85
2 YR3.89
3 YR5.34
5 YR9.48

Portfolio

Company Name% Assets
HDFC Bank Ltd.10.46
HDFC Life Insurance Co Ltd.6.95
Axis Bank Ltd.6.81
Larsen & Toubro Ltd.6.04
Infosys Ltd.5.74
Maruti Suzuki India Ltd.5.59
Bajaj Finance Ltd.5.42
Housing Development Finance Corpn. Ltd.5.21
Tata Consultancy Services Ltd.4.46
Eicher Motors Ltd.4.28

Top Sectoral Holdings

Sector Name% Assets
Financial45.06
Technology11.97
Automobile9.87
FMCG6.81
Energy6.65
Construction6.04
Cons Durable4.27
Healthcare3.48
Chemicals3.21
Services1.61

Indicators

LabelValue
Portfolio turnover ratio27
Standard Deviation14.76%
Beta0.97%
Sharpe Ratio0.29

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).