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Motilal Oswal Multicap 35 Fund (Growth)

Equity

Diversified

Top Ranked

₹ 25.66

NAV (SEP 18)

Scripbox Opinion

This fund is recommended for investment within diversified mutual funds.

Diversified funds provide inflation beating growth over the long term and are suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fund Learn how we rate funds ->
Our analysis of this fund Learn how we rate funds ->

Track Record

6 Years

The fund has relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

11,239 Cr

Category leader in size

Category View

Positive

The category has a positive investment outlook

Consistency Of Performance

Good

The historical performance of the fund has been good

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  • Historical growth rate of 12.00% per annum
  • Recommended Duration > 5 years
  • No Lock-in
  • Grow wealth, Retirement, Kid's education
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Historical NAV

25.66

NAV (SEP 18)

SIP Calculator

Investing Duration 5 years

Total Investment

Wealth Gained

Total Corpus Created

With assumed returns of 11.25%
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Scheme Information

Investment Objective

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Low

Moderately Low

Moderate

Moderately High

High

Moderately High risk

1.83%

Expense Ratio

28th Apr, 2014

Launched (6y ago)

₹ 11,239

AUM in Crores

INF247L01478

No Lock-in

IISL Nifty 500 TR INR

Benchmark

₹ 1000

SIP Minimum

₹ 5000

Lumpsum Min.

Fund Managers

Abhiroop Mukherjee

Fund Manager

Akash Singhania

Fund Manager

Herin Visaria

Fund Manager

Returns Calculator Comparison

of

for

Instrument Returns Total Corpus Gains Annualised %
Mutual Fund 70% 11.25%
EPF 70%
Property 70%
PPF 70%
Bank FD 70%
Gold 70%
Savings Bank 70%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 20th September 2020

Top Stock Holdings

Reliance Industries Ltd

9%

Hdfc Life Insurance Co Ltd

8%

Hdfc Bank Ltd

7%

Maruti Suzuki India Ltd

5%

Infosys Ltd

5%
See all holdings
allocation by market cap

Allocation by Sector

Financial Services

40%

Consumer Cyclical

19%

Energy

12%

Consumer Defensive

11%

Technology

9%
See all sectors

Comparison with Equity Funds

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have

  • Indicative returns of 12.00% annually
  • Recommended Duration > 5 years
  • No Lock-in
  • Grow wealth, Retirement, Kid's education
  • One-click investing and tracking
  • Zero fees for all your investments

SIP Calculator

Investment Duration 5 years

₹12,37,295

Total Investment

₹12,37,295

Wealth Gained

₹12,37,295

Total Corpus Created

With assumed returns of 11.25%
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How does Scripbox rate funds?

Proprietary system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

What Scripbox recommendations mean?

Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.

Top Ranked

Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.

Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

calender

Category View

We check if the sub-category of the fund is recommended by us

calender

Consistency Of Performance

Consistency of performance over various tenures is analysed for a relative performance stack

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

calender

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better

calender

Credit Quality Of Fund’s Portfolio

We check the relative interest rate risk of the sub-category of the fund. Lower the better

Equity Funds

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About Motilal Oswal Multicap 35 Fund (Growth)

About Motilal Oswal Multicap 35 Fund (Growth)

Motilal Oswal Multicap 35 Fund (Growth) is a Diversified Equity fund and has delivered an annualised return of 15.88% over a period of 6 years. The fund was previously known as Motilal Oswal MOSt Foc Mltcap 35 Reg Gr. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Abhiroop Mukherjee, Akash Singhania, Herin Visaria.

Motilal Oswal Multicap 35 Fund (Growth) Investment Objective

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. However, there is no assurance that the objective of the scheme will be realized.

Currently, the fund is recommended by Scripbox.

Motilal Oswal Multicap 35 Fund (Growth) NAV, AUM and Risk

The fund was launched on 2014-04-28. The NAV of the fund as of 2020-09-18 is ₹ 25.66. The total AUM of the fund as of 2020-09-18 is ₹ 11,239 Cr. The category risk of the fund is Moderately High risk

The fund charges 1.83 % as expense ratio.

Motilal Oswal Multicap 35 Fund (Growth) Holdings

The fund’s highest allocation is towards equity and has invested 98.39% in this asset class. The top three holdings of the fund are reliance industries ltd, hdfc life insurance co ltd and hdfc bank ltd.

Motilal Oswal Multicap 35 Fund (Growth) SIP

The minimum SIP(Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

Motilal Oswal Multicap 35 Fund (Growth) Investment volatility and Horizon

This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.