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
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)
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

Portfolio

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
Financial47.55
Technology10.68
Automobile9.87
FMCG8.17
Construction5.81
Energy5.63
Cons Durable4.62
Chemicals3.3
Services2.32
Healthcare1.19

Indicators

LabelValue
Portfolio turnover ratio20
Standard Deviation13.65%
Beta0.94%
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).