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Motilal Oswal Multi Cap Fund Regular Plan Growth
Motilal Oswal Multi Cap Fund Regular Plan Growth
Category: Equity: Multi Cap
Launch Date: 18-06-2024
Riskometer: Very High
Asset Class
Status
Open Ended Schemes
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.
Benchmark
Nifty 500 Multicap 50:25:25 TRI
Expense Ratio
1.98% As on (30-11-2024)
Minimum Investment | Top up
0.0 | 0.0
Total Assets
1,882 Cr As on (31-10-2024)
Nav Movement
RETURNS CALCULATOR for Motilal Oswal Multi Cap Fund Regular Plan Growth
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.
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 | - | - | - | - | - | - |
Sectors
Sector | Holdings (%) |
---|---|
Retailing | 17.87 |
Industrial Products | 17.19 |
Consumer Durables | 14.43 |
Finance | 11.7 |
IT - Software | 10.36 |
Chemicals & Petrochemicals | 9.49 |
Telecom - Services | 5.77 |
N/A | 4.24 |
Healthcare Services | 2.99 |
Automobiles | 2.18 |
Portfolio Holdings
Company | Holdings (%) |
---|---|
Trent Limited | 9.13 |
Zomato Limited | 8.74 |
Kalyan Jewellers India Limited | 8.66 |
Polycab India Limited | 8.61 |
Shaily Engineering Plastics Limited | 8.58 |
Jio Financial Services Limited | 8.05 |
Deepak Fertilizers and Petrochemicals Corporation Limited | 7.59 |
Coforge Limited | 6.08 |
Bharti Airtel Limited | 5.77 |
Persistent Systems Limited | 4.28 |