Motilal Oswal Multicap 35 Fund (Equity, Multi Cap)

Moderately High
5 yrs 9 monthsStarted on:28 Apr 2014
₹ 13130.85 Cras on: 17 Jan 2020
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)
YTD0.90
1 Month1.86
3 Month3.29
1 YR9.85
3 YR11.20

SIP Returns

TenureReturns (CAGR)
1 YR12.14
2 YR5.57
3 YR5.12
5 YR9.34

Portfolio

Company Name% Assets
HDFC Bank Ltd.10.66
Axis Bank Ltd.7.18
HDFC Life Insurance Co Ltd.7.15
Housing Development Finance Corpn. Ltd.6.06
Maruti Suzuki India Ltd.5.61
Larsen & Toubro Ltd.5.48
Tata Consultancy Services Ltd.5.27
Infosys Ltd.5.23
Eicher Motors Ltd.5.06
Bajaj Finance Ltd.4.84

Top Sectoral Holdings

Sector Name% Assets
Financial46.22
Automobile10.67
Technology10.5
FMCG8.54
Energy5.97
Construction5.48
Cons Durable4.09
Chemicals3.26
Services2.01
Healthcare1.66

Indicators

LabelValue
Portfolio turnover ratio30
Standard Deviation14.19%
Beta0.97%
Sharpe Ratio0.5

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).