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: 500.0

Asset Class: Equity

Minimum Topup: 500.0

Benchmark: Nifty500 Multicap 50:25:25 TRI

Total Assets: 4600.83 As on (30-09-2026)

Expense Ratio: 2.32% As on (29-09-2026)

Turn over: 81.00% | Exit Load: 1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment.

NAV as on 13-10-2026

14.9003

0.0637

CAGR Since Inception

17.58%

Nifty500 Multicap 50:25:25 TRI 15.11%

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 8.2 - - - 17.58
NIFTY500 MULTICAP 50:25:25 TRI -2.0 10.76 10.03 13.72 15.11
Equity: Multi Cap 2.12 12.16 10.86 13.61 11.86

Funds Manager

Mr. Sandeep Jain, Mr. Atul Mehra, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar

RETURNS CALCULATORS for Motilal Oswal Multi Cap Fund Regular Plan Growth

Growth of In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Motilal Oswal Multi Cap Fund Regular Plan Growth

Portfolio Holdings

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Sector Allocation

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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 8.2 8.67 0.0 0.0 0.0

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 - - - - - -