Motilal Oswal Multicap 35 Fund – Regular Plan – AUM, NAV, Returns and more

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


Motilal Oswal Multicap 35 Fund Ranking

Crisil MF Rank 2/5

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

Invest in Motilal Oswal Multicap 35 Fund – Fill up the Form Below

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  1. Invest in Mutual FundOpen Demat Account


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.


Invest in Motilal Oswal Multicap 35 Fund– Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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