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Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option

(Erstwhile MOSt Focused Multicap 35-Regular Plan-Growth Option)

Category: Equity: Multi Cap
Launch Date: 08-04-2014
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.75% As on (31-12-2019)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 12,371.55 Cr As on (29-02-2020)
Turn over: 30.00
NAV as on 08-04-2020

19.8304

0.1 (0.4987%)

CAGR Since Inception

12.29%

NIFTY 500 TRI 14.37%

PERFORMANCE of Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option

Scheme Performance (%) Data as on - 08-04-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option -22.93 -4.95 2.36 - 12.29
NIFTY 500 TRI -24.67 -2.59 1.14 6.27 14.37
Equity: Multi Cap -21.11 -3.52 0.64 7.26 7.17

Yearly Performance (%)

Fund Managers

Mr. Gautam Sinha Roy, Mr. Siddharth Bothra

Investment 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.

RETURNS CALCULATOR for Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option

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

riskometer

Key Performance and Risk Statistics of Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 15.06 1.46 5.07 0.96 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option

Period
Data as on - 08-04-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 08-04-2014 -22.93 -14.35 -4.95 2.36 0.0
ITI Multi Cap Fund - Regular Plan - Growth Option 05-05-2019 0.0 0.0 0.0 0.0 0.0
Sundaram Equity Fund Regular Plan Growth Option 01-09-2019 0.0 0.0 0.0 0.0 0.0
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 -7.75 0.43 0.0 0.0 0.0
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 -12.22 -2.0 4.12 5.83 0.0
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 -14.3 -3.1 2.7 2.64 8.52
DSP Equity Fund - Regular Plan - Growth 29-04-1997 -14.74 -6.39 0.4 2.78 8.31
Tata Multicap Fund -Regular Plan-Growth 05-08-2018 -14.95 0.0 0.0 0.0 0.0
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 -15.45 -6.22 -2.55 -1.57 3.63
JM Multicap Fund - Growth option 23-09-2008 -15.7 -7.08 -1.23 3.09 5.94

PORTFOLIO ANALYSIS of Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option

Asset Allocation (%)