The Motilal Oswal Multicap 35 Fund is an actively managed, open-ended equity mutual fund that restricts its diversification in equity investments to 35 stocks. This fund invests across market capitalizations and market sectors. The fund was launched on April 7th, 2014 by Motilal Oswal Securities Limited and is managed by the Motilal Oswal Asset Management Company Limited.
|Benchmark Type||Nifty 500 Index|
|Min subscription||₹ 500|
|Scheme AUM (in Crs.)||₹ 12,693|
|AMC AUM (in Crs.)||₹ 19,090|
|Min Addition Subscription||₹ 500|
|Fund||Min SIP Inv.||Min Inv.||Returns 3Y|
The Motilal Oswal Multicap 35 Fund invests predominantly in large-cap equity stocks but restricts its diversification to 35 stocks at a time. The fund also marginally invests debt and other money market instruments to provide investors with good liquidity. Presently, the fund invests heavily in the Finance, Technology, Automobile, and Energy sectors of the Indian Economy.
|HDFC Bank Ltd||Equity||10|
|Housing Development Finance Corp Ltd||Equity||8|
|Axis Bank Ltd||Equity||7|
|HDFC Life Insurance Co Ltd||Equity||6|
|Larsen & Toubro Ltd||Equity||6|
|Maruti Suzuki India Ltd||Equity||5|
|Bajaj Finance Ltd||Equity||5|
|Tata Consultancy Services Ltd||Equity||5|
|United Spirits Ltd||Equity||4|
|Cash - Repurchase Agreement||2|
|Bond - Corporate Bond||0|
|Banks - Regional - Asia||21|
|Information Technology Services||14|
|Insurance - Life||8|
The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
This product is suitable for investors who are seeking
• Long-term capital growth
• Investment in a maximum of 35 equity and equity related instruments across sectors and market-capitalization levels
The fund has managed to scale up to as asset size of more than 13000 crores because of its ability to generate alpha since its launch. The fund believes in buying and holding on to the stocks with a growth potential. Large cap comprises of more than 70% as of now and it is underweight on midcaps. The Top 10 holdings constitute more than half of the assets. The portfolio seems to be overweight on financials, automobile and healthcare which have proved to be a positive move for the fund returns. With the market participants talking about a correction, it would be a wait and watch as to how the fund manager makes changes in the portfolio as the fund is relatively new in the category and has not got a track record of a hostile market.
Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,, Mumbai - 400 025