Motilal Oswal Multicap 35 Fund - Regular Plan - Growth
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Min amount: ₹500
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|Risk||Moderately High risk|
|Exit Load||1% for 15 Days|
More about this fund
|Reliance Industries Ltd||10.33%|
|HDFC Life Insurance Co Ltd||7.5%|
|HDFC Bank Ltd||6.65%|
|Maruti Suzuki India Ltd||5.5%|
|Vaibhav Global Ltd||5.29%|
|Eicher Motors Ltd||4.79%|
|Bajaj Finance Ltd||4.46%|
|Housing Development Finance Corp Ltd||4.26%|
|AU Small Finance Bank Ltd||3.86%|
About Motilal Oswal Multicap 35 Fund
The Scheme is an open ended equity scheme investing across large cap, mid cap and small cap stocks. The investment objective is to achieve long term capital appreciation by investing in a maximum of 35 equity and equity related instruments across sectors and market capitalization levels.
Pros & Cons of Motilal Oswal Multicap 35 Fund
The Scheme is in the top 5 list of multi-cap category. It has consistently beaten its benchmark since its inception i.e. April 2014. The funds trailing returns both 1 and 3-year horizon are higher than its benchmark. With the fund beta at 0.88, the fund has performed better than the market in its worst period which is impressive. The fund delivered an annualized return of 26.33% since inception as against 16.41% by Nifty 500 TRI, its benchmark.
Fund Information and Statistics of Motilal Oswal Multicap 35 Fund
i) Inception / Launch date
Motilal Oswal Multicap 35 Fund (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund) was launched by Motilal Oswal Mutual Fund House on 28 April 2014. The Scheme is benchmarked against NIFTY 500 TRI.
ii) Risk level
The fund follows a focused strategy with 80% of its assets invested in large caps. The Scheme is moderately high risk proposition being an equity scheme and thus suitable for investors who are looking for wealth creation over long term (5+ year period horizon).
Minimum redemption amount is Rs 500 or account balance, whichever is lower.
iv) Fund Manager
The Scheme is managing by Mr. Gautam Sinha Roy (for equity component), Mr. Swapnil Mayekar (for foreign securities) and Mr. Abhiroop Mukherjee (for debt securities). Ms Snigdha Sharma acts as associate fund manager for the Scheme.
v) Entry / Exit load
1% exit load is charged if redeemed on or before 15 days from allotment. Investors can withdraw up-to 12% of original investment cost within 1 year with no exit load. In case of withdrawal beyond 12%, then 1% exit load is applied. .
About Motilal Oswal Mutual Fund
Motilal Oswal Mutual Fund house was incorporated on 14 November 2008 and currently Mr. Aashish Somaiyaa is the MD & CEO of the fund house. The fund house generally focuses on “buy-right” and “sit-right” investment opportunities. The sponsor of the fund house is Motilal Oswal Financial Services Limited.
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Min amount: ₹500
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns