Motilal Oswal Multicap 35 Fund (Equity, Multi Cap)

Moderately High
5 yrs 6 monthsStarted on:28 Apr 2014
₹ 13234.67 Cras on: 16 Oct 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)
YTD4.02
1 Month4.44
3 Month0.83
1 YR9.77
2 YR0.10
3 YR8.43

SIP Returns

TenureReturns (CAGR)
1 YR7.18
2 YR1.11
3 YR3.89
5 YR8.81

Portfolio

Company Name% Assets
HDFC Bank Ltd.10.66
Infosys Ltd.6.89
Axis Bank Ltd.6.47
HDFC Life Insurance Co Ltd.6.36
Larsen & Toubro Ltd.6.17
Bajaj Finance Ltd.5.56
Maruti Suzuki India Ltd.5.07
Housing Development Finance Corpn. Ltd.4.93
United Spirits Ltd.4.49
Tata Consultancy Services Ltd.4.21

Top Sectoral Holdings

Sector Name% Assets
Financial45.67
Technology12.69
Automobile8.52
FMCG6.97
Energy6.23
Construction6.17
Cons Durable4.3
Healthcare4.29
Chemicals3.2

Indicators

LabelValue
Portfolio turnover ratio27
Standard Deviation14.73%
Beta0.98%
Sharpe Ratio0.27

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).