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Motilal Oswal Multi Cap Fund(IDCW)

IDCW
13.620.73% (+0.10)

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Motilal Oswal Multi Cap Fund(IDCW)

IDCW
EquityMulti Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 2,298 Cr
Very High RiskPrinciple investment will be at very high risk
13.620.73% (+0.10)

Price Chart

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Returns
0.00%
1M
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1Y
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5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
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EquityMulti Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 2,298 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.5680.843.31
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2649.750.93

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
1% on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
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About Multi Cap Fund

Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.

Peers & Comparison

Comparing 3 mutual funds from 
EquityMulti Cap Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Motilal Oswal Multi Cap Fund(IDCW)———
Nippon India Multi Cap Fund(IDCW)21.83%20.94%11.10%
SBI Multicap Fund(IDCW Payout)28.40%—20.60%
HDFC Multi Cap Fund(IDCW Reinvst)18.59%23.59%22.49%

Price Comparison

Compare Motilal Oswal Multi Cap Fund(IDCW) with any MF, ETF, stock or index
Compare Motilal Oswal Multi Cap Fund(IDCW) with any MF, ETF, stock or index
Motilal Oswal Multi Cap Fund(IDCW)
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Asset Allocation

Actual

Target

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsRightsEquity3.11%4.76%92.13%

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+11 moreRetail - SpecialityCablesPlastic ProductsPrecious Metals, Jewellery & WatchesIT Services & Consulting45.42 %8.87 %9.68 %9.73 %13.00 %13.30 %

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 24N/AN/AN/A12.16%9.54%13.30%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Shaily Engineering Plastics Ltd
    SHAILY
    3M change : 0.53 %

    Holdings

    9.73 %

    0.53 %
  • Polycab India Ltd
    POLYCAB
    3M change : 3.91 %

    Holdings

    9.68 %

    3.91 %
  • Coforge Ltd
    COFORGE
    3M change : 4.72 %

    Holdings

    9.45 %

    4.72 %

AMC Profile

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

  • No.of Schemes

    42

  • Total AUM

    ₹ 83,626.22 Cr.

Fund Manager Profile

Ajay Khandelwal

AUM:  ₹59,486.51 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Niket Shah

AUM:  ₹44,280.61 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Atul Mehra

AUM:  ₹33,952.81 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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