Motilal Oswal Multi Cap Fund Regular Plan Growth

Category: Equity: Multi Cap
Launch Date: 18-06-2024
Asset Class:
Benchmark: Nifty 500 Multicap 50:25:25 TRI
Expense Ratio: 2.05% As on (30-09-2024)
Status: Open Ended Schemes
Minimum Investment: 0.0
Minimum Topup: 0.0
Total Assets: 174 Cr As on (30-09-2024)
Turn over:
NAV as on 17-10-2024

12.4069

-0.19 (-1.5669%)

CAGR Since Inception

21.08%

Nifty 500 Multicap 50:25:25 TRI 16.99%

PERFORMANCE of Motilal Oswal Multi Cap Fund Regular Plan Growth

Scheme Performance (%) Data as on - 17-10-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Multi Cap Fund Regular Plan Growth - - - - 21.08
NIFTY500 MULTICAP 50:25:25 TRI 40.88 18.38 25.86 17.03 16.99
Equity: Multi Cap 40.22 18.89 24.48 16.85 25.06

Yearly Performance (%)

Nav Movement

Fund Managers

Ajay Khandelwal, Niket Shah, Ankush Sood, Santosh Singh, Rakesh Shetty, Atul Mehra

Investment Objective

The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies.

RETURNS CALCULATOR for Motilal Oswal Multi Cap Fund Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Motilal Oswal Multi Cap Fund Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Multi Cap Fund Regular Plan Growth - - - - - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of Motilal Oswal Multi Cap Fund Regular Plan Growth

Period
Data as on - 17-10-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Multi Cap Fund Regular Plan Growth 18-06-2024 0.0 0.0 0.0 0.0 0.0
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 48.96 35.45 0.0 0.0 0.0
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 47.9 0.0 0.0 0.0 0.0
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 47.17 32.98 17.52 25.22 15.87
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 45.9 37.16 24.29 0.0 0.0
Invesco India Multicap Fund - Growth Option 17-03-2008 45.68 33.15 18.47 24.22 16.71
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 44.35 0.0 0.0 0.0 0.0
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 43.19 0.0 0.0 0.0 0.0
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 42.44 36.12 25.67 26.76 16.52
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 41.53 33.41 16.82 18.02 0.0

PORTFOLIO ANALYSIS of Motilal Oswal Multi Cap Fund Regular Plan Growth

Asset Allocation (%)