Motilal Oswal Multicap 35 Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Multi Cap
Benchmark Type
Nifty 500 Index
Scheme AUM (in Crs.)
₹ 13015.79
Expense Ratio
1.17%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 20305
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
25.6878
(0.49 %)
NAV as on 2018-11-19
Returns
Fund
Motilal Oswal Multicap 35 Fund - Direct Plan
1 Year
-4.93%
3 Year
12.96%
5 Year
20.89%
AMC Details
amc launch date
Launch Date
29 Dec 2009
amc sponsor
Sponsor
NA
amc email
Email
mfservice@motilaloswal.com
amc phone
Phone
022 - 39804263
amc address
Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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.
Suitability
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
Fund Analysis
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,914
Portfolio Value
-86
Total Returns