With an investment objective of long-term wealth creation, Motilal Oswal Multicap 35 Fund invests in maximum 35 stocks in diversified sectors across the market. It was earlier known as Motilal Oswal MOSt Focused Multicap 35 Fund regular plan. It is an open-ended scheme invests in equity and equity-related securities. The Motilal Oswal Multicap 35 is suitable for the investors who have the appetite of tolerating a moderately high-risk. The fund aims to invest for the medium to long-term horizon.
|Fund Type||Open Ended|
|Benchmark||NIFTY Midcap 100 TRI|
|Asset Size(Cr)||12236.25 (As on Oct 31, 2018)|
|Fund Manager||Gautam Sinha Roy , Swapnil P Mayekar , Snigdha Sharma|
|Min SIP Investment||1000|
|Min Addl Investment||1000|
|Exit Load||1 % For 15 Days|
|Period||Returns(%)||Benchmark Returns (%)|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
- All the returns are calculated as against the performance of Nifty Free Float Midcap 100.
- The benchmark for the funds falling in small- and mid-cap category is Nifty Free Float Midcap 100.
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Mirae Asset India Equity Fund (G)||-0.72%||14.55%||18.43%|
|Aditya Birla Sun Life Equity Fund (G)||-4.95%||14.13%||18.65%|
|Kotak Standard Multicap Fund (G)||-2.4%||13.31%||18.21%|
|HDFC Equity Fund (G)||-5.88%||11.8%||15.08%|
|SBI Magnum Multicap Fund (G)||-6.79%||11.48%||18.05%|
|Period||Returns (%)||BSE 200 (%)|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
Motilal Oswal Multicap 35 Fund has been recognised lately as one of the top multicap funds to invest in India. The fund has been enlisted amongst those funds that are the strongest contestants in the market, and is likely to be suitable for all kind of investors regardless of their individual profiles. We, at MySIPonline, constantly push ourselves to put the best of our skills in the work, so that our clients are served to the maximum level of satisfaction. With this description of the fund below, you’ll be able to clearly identify why we have enlisted Motilal Oswal Multicap 35 Fund (G) in our recommendations.
As the name suggests, Motilal Oswal Most Focused Multicap 35 Fund Growth, earlier known as Motilal Oswal Most Focused Multicap 35 Fund, is a multicap fund, viz. a conglomeration of different types of stocks built into a versatile portfolio. The fund was established recently in April, 2014 by one of India’s top asset management companies, Motilal Oswal Mutual Fund. As of 31 July, 2018 the fund has collected a powerful asset base amounting to Rs. 13,861 crore, becoming one of the largest asset bearing funds in the league of multicap funds.
The primary objective of Motilal Oswal Multicap 35 Fund – Regular Plan (G), like any other growth-oriented mutual fund, is to provide a platform to the entire investor fraternity to invest their funds and reap good rewards in return. The fund seeks to achieve capital appreciation through investing in a variety of stocks spanning across different industries, thus keeping the risk profile low and the energy of wealth creation high.
Since the fund has been recently launched in the market, there isn’t a vast data available for us to scrutinise. However, the past three years record gives us ample amount of information to figure out whether Motilal Oswal Multicap 35 Fund – Regular Plan (G) has met the expectations of the investors as well as its future aspirers.
As per the latest data sheet revealed by the AMC Motilal Oswal MF, Motilal Oswal Most Focused Multicap 35 Fund G has spewed staggering returns in the last three years that went up to 17.65%, with a constant improvement in the risk-return relationship. Further, the overall performance of the fund since its inception stands impressive to a high figure of 25.6%.
Speaking about the growth, the fund has climbed higher than the benchmark in the past 18-20 months, ploughing in better wealth than most competitors. This has led to an increase in the investor traffic and thus, a better chance of future growth.
As discussed earlier, Motilal Oswal Multicap 35 Fund Growth is a multicap fund, thus consists of a variety of different stocks under different zones. In addition to the variety in the types of stocks – Giant & Large Cap (80%), Mid Cap (17.86%) and the remainder in Small Cap – the fund possesses a strong combination of different industry stocks yielding high power results. The key focus of the fund is on the financial sector, where it has placed about 44.87% of the total assets. Besides, it has also pinned its focus on Automobile, Energy, Technology and other important sectors that are growing well in the market, and are expected to stay positive in the near future.
As very well known in the market, all the schemes released by Motilal Oswal Mutual Funds in India pick their stocks by employing a unique Q-G-L-P strategy. It involves buying quality stocks of growing and high performing companies at a very competitive price. This strategy has helped Motilal Oswal Multicap 35 Fund – Regular Plan (G) become the paragon of superior wealth creation, as reflected in its tempting performances and alluring results.
We have yet another proof for the supremacy of Motilal Oswal MOSt Focused 35 Fund, the CRISIL ratings awarded to it. CRISIL is the most prestigious credit rating agency in India, and its reviews are the most influential on people. In case of Motilal Oswal Multicap 35 Fund, the reviews stand heavy on the bright side. CRISIL has given its rare four star rating to this fund, thus advocating an investment in it and vouching for its future performances.
MySIPonline has been operating in the online financial investment industry for about five years now. We believe that in today’s technological world where nothing remains hidden from the client thanks to the power of internet and Google, providing transparent and quality services is the key to attract and retain clients. And that’s what we have been since the beginning. Today, we stand at the number 1 position in online investment market in the entire North India. We have a variety of facilities and a plethora of investment options to offer to our clients. Following features are a short glimpse of why we are labelled as ‘The Pied Piper of the Online Investments’:-
Motilal Oswal Multicap 35 Fund is definitely a smart choice for all. After multiple revisions and reconsiderations of their convictions and calculations, our expert team at MySIPonline is confident about an investment in this fund. Our recommendation is to opt for an SIP plan, and we have reasons for the same. First, you’d not be troubled with pouring in a large sum of money at once, and thus can invest as per your convenience in smaller amounts. Second, you’d be able to grasp the benefit of the market growth cycle which is otherwise troublesome. And lastly, you have the option to increase or even stop your SIP investments, based on your fund’s performances.
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