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 Rank2/5

Background of Motilal Oswal Multicap 35 Fund

Name of FundMotilal Oswal Multicap 35 Fund-Regular Plan
Type of Fund ( Open / Close)Open-ended
Category of FundEquity: Multi-Cap
Fund ManagerGautam Sinha Roy
Launch Date1-Apr-2014

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    1. Invest in Mutual FundOpen Demat Account


    Motilal Oswal Multicap 35 Fund Performance

    Risk Grade Average
    Return GradeAbove 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/Securities29
    Total Bonds
    Avg Market Cap (in cr)98996
    Portfolio P/B Ratio4.79
    Portfolio P/E Ratio25.03
    3Y Earning Growth (%)18.23

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    MO Multicap 35 Fund Composition

    Equity98.12%
    Debt0.00%
    Cash1.88%

    Motilal Oswal Multicap 35 Fund Risk Analysis

    Standard Deviation15.5
    Sharpe Ratio0.45
    Beta0.92
    R Square0.81
    Alpha1.15

    MO Multicap 35 Fund NAV – Yearly

    201825.08
    201727.27
    201619.07
    201517.58
    201415.34
    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%
    201743.050%
    20168.450%
    201514.600%
    2014

    Motilal Oswal Multicap 35 Fund AUM

    201813676
    201710281
    20164543
    20152958
    2014659

    Motilal Oswal Multicap 35 Fund Expense Ratio

    2018
    20172.410%
    20162.410%
    20152.410%
    20142.410%

    Motilal Oswal Multicap 35 Fund Quarterly Returns

    2018 Q1-3.560%
    2018 Q2-1.470%
    2018 Q3-5.270%
    2018 Q4
    2017 Q119.430%
    2017 Q24.440%
    2017 Q37.270%
    2017 Q46.910%
    2016 Q1-5.590%
    2016 Q29.800%
    2016 Q311.710%
    2016 Q4-5.950%
    2015 Q110.940%
    2015 Q23.490%
    2015 Q30.060%
    2015 Q4-0.240%
    2014 Q1
    2014 Q2
    2014 Q313.150%
    2014 Q413.230%

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    Motilal Oswal Multicap 35 Fund Weightage by Sector

    1Financial (43.56%)
    2Technology (13.26%)
    3Automobile (11.39%)
    4Energy (8.06%)
    5FMCG (7.54%)
    6Healthcare (6.83%)
    7Construction (4.63%)
    8Cons Durable (2.49%)
    9Services (0.37%)

    Weightage by Securities Holding

    1HDFC Bank (9.23%)
    2HDFC (8.55%)
    3Infosys (6.63%)
    4Maruti Suzuki India (5.62%)
    5IndusInd Bank (5.36%)
    6Tata Consultancy Services (5.05%)
    7Larsen & Toubro (4.63%)
    8Bajaj Finance (4.51%)
    9United Spirits (4.17%)
    10Eicher Motors (4%)

    Investment Information

    AMCMotilal Oswal Asset Management Company Ltd.
    RegistrarKarvy Fintech Pvt Ltd.
    Minimum Investment500
    Minimum SIP Investment500
    Exit Load1% 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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