Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option
Fund Manager: Akash Singhania |
Equity: Multi Cap |
NIFTY 500 TRI
NAV as on 03-07-2020
AUM as on 31-05-2020
Rtn ( Since Inception )
15.05%
Inception Date
Apr 08, 2014
Expense Ratio
1.86%
Fund Status
Open Ended Scheme
Min. Investment
500
Min. Topup
500
Min. SIP Amount
1000
Risk Status
moderately high
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.
Fund Performance
3 and 6 Months returns are absolute
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 29.42 | -12.46 | -11.69 | -0.33 | 5.77 | 0.0 |
| NIFTY 500 TRI | 31.23 | -12.06 | -9.79 | 2.31 | 5.68 | 8.33 |
| Equity: Multi Cap | 26.44 | -11.74 | -8.92 | 1.09 | 4.61 | 9.16 |
| Rank within Category | 7 | 19 | 24 | 17 | 10 | |
| Number of Funds within Category | 34 | 34 | 33 | 28 | 27 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option | 9,829.5 | 1.86 | -11.69 | -0.33 | 5.77 | 0.0 |
| Parag Parikh Long Term Equity Fund - Regular Plan - Growth | 3,185.67 | 2.19 | 8.01 | 10.08 | 10.46 | 0.0 |
| PGIM India Diversified Equity Fund - Regular Plan - Growth Option | 134.53 | 2.52 | -1.16 | 2.66 | 5.73 | 0.0 |
| Quant Active Fund-GROWTH OPTION | 9.5 | 2.48 | -1.22 | 5.94 | 8.21 | 9.44 |
| UTI - Equity Fund-Growth Option | 9,057.25 | 1.85 | -2.5 | 5.2 | 6.2 | 10.79 |
| Axis Multicap Fund - Regular Plan - Growth | 5,523.93 | 2.01 | -3.5 | 0.0 | 0.0 | 0.0 |
| Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth | 287.11 | 2.6 | -3.71 | 1.68 | 0.0 | 0.0 |
| DSP Equity Fund - Regular Plan - Growth | 3,109.53 | 2.08 | -3.74 | 4.23 | 7.07 | 9.64 |
| Canara Robeco Equity Diversified Fund - Regular Plan - Growth | 1,923.67 | 2.28 | -3.74 | 5.92 | 6.51 | 9.82 |
| JM Multicap Fund - Growth option | 117.19 | 2.13 | -3.83 | 1.76 | 5.87 | 7.65 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 14.6 | 8.45 | 43.05 | -7.85 | 7.92 |
| NIFTY 500 TRI | 14.24 | -26.79 | 33.29 | 3.88 | 39.12 | 0.22 | 5.12 | 37.65 | -2.14 | 8.97 |
| Equity: Multi Cap | -5.18 | 36.48 | 3.53 | 2.12 | 51.5 | 5.37 | 34.1 | -23.59 | 20.51 | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
Fund Multiplier
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Asset Allocation
Top 10 Holdings
| Company | Instrument | Credit Rating | Holdings (%) |
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