Motilal Oswal Multicap 35 Fund is an Open-ended, large-cap category fund launched in 2014 by MO Asset Management Company Ltd. The fund manager name is Gautam Sinha Roy. The risk in this fund is average but the returns are above average. In this article, we will do a detailed analysis of the Motilal Oswal Multicap 35 Fund, we will dig deep into its AUM, NAV, Returns & more.
Motilal Oswal Multicap 35 Fund Ranking
Background of Motilal Oswal Multicap 35 Fund
| Name of Fund |
Motilal Oswal Multicap 35 Fund-Regular Plan |
| Type of Fund ( Open / Close) |
Open-ended |
| Category of Fund |
Equity: Multi-Cap |
| Fund Manager |
Gautam Sinha Roy |
| Launch Date |
1-Apr-2014 |
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Motilal Oswal Multicap 35 Fund Performance
| Risk Grade |
Average |
| Return Grade |
Above Average |
| NAV (as on current Date) |
Rs. 25.08 as on Dec 14, 2018 |
| Net Asset (as on current date) |
Rs. 13286.3 crore as on Nov 30, 2018 |
MO Multicap 35 Fund Portfolio Characteristics
| Total Stock/Securities |
29 |
| Total Bonds |
– |
| Avg Market Cap (in cr) |
98996 |
| Portfolio P/B Ratio |
4.79 |
| Portfolio P/E Ratio |
25.03 |
| 3Y Earning Growth (%) |
18.23 |
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MO Multicap 35 Fund Composition
| Equity |
98.12% |
| Debt |
0.00% |
| Cash |
1.88% |
Motilal Oswal Multicap 35 Fund Risk Analysis
| Standard Deviation |
15.5 |
| Sharpe Ratio |
0.45 |
| Beta |
0.92 |
| R Square |
0.81 |
| Alpha |
1.15 |
MO Multicap 35 Fund NAV – Yearly
| 2018 |
25.08 |
| 2017 |
27.27 |
| 2016 |
19.07 |
| 2015 |
17.58 |
| 2014 |
15.34 |
| 52 Week High (NAV) |
27.7 |
| 52 Week Low (NAV) |
22.5 |
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Motilal Oswal Multicap 35 Fund Returns – Yearly
| 2018 |
-5.050% |
| 2017 |
43.050% |
| 2016 |
8.450% |
| 2015 |
14.600% |
| 2014 |
– |
Motilal Oswal Multicap 35 Fund AUM
| 2018 |
13676 |
| 2017 |
10281 |
| 2016 |
4543 |
| 2015 |
2958 |
| 2014 |
659 |
Motilal Oswal Multicap 35 Fund Expense Ratio
| 2018 |
– |
| 2017 |
2.410% |
| 2016 |
2.410% |
| 2015 |
2.410% |
| 2014 |
2.410% |
Motilal Oswal Multicap 35 Fund Quarterly Returns
| 2018 Q1 |
-3.560% |
| 2018 Q2 |
-1.470% |
| 2018 Q3 |
-5.270% |
| 2018 Q4 |
– |
|
|
| 2017 Q1 |
19.430% |
| 2017 Q2 |
4.440% |
| 2017 Q3 |
7.270% |
| 2017 Q4 |
6.910% |
|
|
| 2016 Q1 |
-5.590% |
| 2016 Q2 |
9.800% |
| 2016 Q3 |
11.710% |
| 2016 Q4 |
-5.950% |
|
|
| 2015 Q1 |
10.940% |
| 2015 Q2 |
3.490% |
| 2015 Q3 |
0.060% |
| 2015 Q4 |
-0.240% |
|
|
| 2014 Q1 |
– |
| 2014 Q2 |
– |
| 2014 Q3 |
13.150% |
| 2014 Q4 |
13.230% |
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Motilal Oswal Multicap 35 Fund Weightage by Sector
| 1 |
Financial (43.56%) |
| 2 |
Technology (13.26%) |
| 3 |
Automobile (11.39%) |
| 4 |
Energy (8.06%) |
| 5 |
FMCG (7.54%) |
| 6 |
Healthcare (6.83%) |
| 7 |
Construction (4.63%) |
| 8 |
Cons Durable (2.49%) |
| 9 |
Services (0.37%) |
Weightage by Securities Holding
| 1 |
HDFC Bank (9.23%) |
| 2 |
HDFC (8.55%) |
| 3 |
Infosys (6.63%) |
| 4 |
Maruti Suzuki India (5.62%) |
| 5 |
IndusInd Bank (5.36%) |
| 6 |
Tata Consultancy Services (5.05%) |
| 7 |
Larsen & Toubro (4.63%) |
| 8 |
Bajaj Finance (4.51%) |
| 9 |
United Spirits (4.17%) |
| 10 |
Eicher Motors (4%) |
Investment Information
| AMC |
Motilal Oswal Asset Management Company Ltd. |
| Registrar |
Karvy Fintech Pvt Ltd. |
| Minimum Investment |
500 |
| Minimum SIP Investment |
500 |
| Exit Load |
1% for redemption within 15 days |
Conclusion
The Scheme seeks to achieve long-term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market capitalization levels.
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