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. 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)||13015.79 (As on Jul 31, 2018)|
|Fund Manager||Gautam Sinha Roy (4.2)|
|Min SIP Investment||1000|
|Min Addl Investment||1000|
|Exit Load||1 % For 365 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.|
|Motilal Oswal Multicap 35 Fund (G)|| ||5.82 %||13.43 %||%|
|Kotak Standard Multicap Fund (G)|| ||10.76%||13.07%||23.4%|
|Reliance Multi Cap Fund (G)|| ||10.82%||6.62%||20.28%|
|Mirae Asset India Equity Fund (G)|| ||12.83%||13.65%||23.78%|
|SBI Magnum Multicap Fund (G)|| ||10.42%||12.71%||24.11%|
|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|