Motilal Oswal Multi Cap Fund Regular Plan Growth
Fund House: Motilal Oswal Mutual Fund
Category: Equity: Multi Cap
Status: Open Ended Schemes
Launch Date: 18-06-2024
Minimum Investment: 0.0
Asset Class:
Minimum Topup: 0.0
Benchmark: NIFTY500 MULTICAP 50:25:25 TRI
Total Assets: 3426.0 As on (31-03-2025)
Expense Ratio: 1.87% As on (31-03-2025)
Turn over: 81.00% | Exit Load: 1% - If redeemed on or before 1 Year from the date of allotment for Subscription received Wef 10-July-2024 Nil - If redeemed after 1 Year from the date of allotment
NAV as on 17-04-2025
12.3836
0.1499
CAGR Since Inception
20.85%
NIFTY500 MULTICAP 50:25:25 TRI 15.92%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Motilal Oswal Multi Cap Fund Regular Plan Growth | - | - | - | - | 20.85 |
| NIFTY500 MULTICAP 50:25:25 TRI | 6.51 | 15.43 | 27.98 | 14.12 | 15.92 |
| Equity: Multi Cap | 7.65 | 16.61 | 26.36 | 13.95 | 13.63 |
Funds Manager
Ajay Khandelwal, Niket Shah, Ankush Sood, Santosh Singh, Rakesh Shetty, Atul Mehra
RETURNS CALCULATORS for Motilal Oswal Multi Cap Fund Regular Plan Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Motilal Oswal Multi Cap Fund Regular Plan Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Motilal Oswal Multi Cap Fund Regular Plan Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Multi Cap Fund Reg Gr | 18-06-2024 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| SBI Multicap Fund Reg Gr | 05-03-2022 | 17.17 | 25.26 | 16.34 | 0.0 | 0.0 |
| LIC MF Multi Cap Fund Reg Gr | 31-10-2022 | 14.06 | 25.62 | 0.0 | 0.0 | 0.0 |
| Axis Multicap Fund Reg Gr | 05-12-2021 | 13.0 | 30.28 | 18.79 | 0.0 | 0.0 |
| WhiteOak Capital Multi Cap Fund Reg Gr | 22-09-2023 | 12.65 | 0.0 | 0.0 | 0.0 | 0.0 |
| Canara Robeco Multi Cap Fund Reg Gr | 08-07-2023 | 10.46 | 0.0 | 0.0 | 0.0 | 0.0 |
| Invesco India Multi Cap Gr | 17-03-2008 | 10.22 | 25.41 | 16.35 | 24.87 | 12.98 |
| ICICI Pru Multi Cap Gr | 01-10-1994 | 9.4 | 27.57 | 18.53 | 26.49 | 14.01 |
| Edelweiss Multi Cap Fund Reg Gr | 26-10-2023 | 9.37 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sundaram Multi Cap Fund Gr | 01-01-2013 | 8.96 | 22.78 | 13.56 | 24.26 | 13.22 |
Asset Allocation (%)
Key Performance and Risk Statistics of Motilal Oswal Multi Cap Fund Regular Plan Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Motilal Oswal Multi Cap Fund Regular Plan Growth | - | - | - | - | - | - |
| Equity: Multi Cap | - | - | - | - | - | - |