Motilal Oswal Multicap 35 Fund - Regular Plan - Growth

equity | flexicap
NAV:  26.5763( 0.81%)   As on July 20th, 2018

Horizon: Ideal for long term goals like retirement, kids' education, seed fund for own startup. Don't look at returns of these funds in the short-term.

Smart Tip: This fund can give the fund managers flexibility to invest in the companies of their likings irrespective of size of the company and can therefore generate much higher returns. Invest in this fund for an investment horizon of at least 5 years for the investments to give best results.

Upwardly Rank
Not Ranked

Number of People currently viewing this: 1

Invest in Motilal Oswal Multicap 35 Fund - Regular Plan - Growth Mutual Fund via SIP or lumpsum

SEBI Registerd.
INA200006804
AMFI registered.
ARN-112426
Invest through BSE.
Member code: 11028
 
12.65

Annualized

Annualized return per year for the specified period,
net of all fund charges.

Return for 3 yrs

 
> 5 yrs yrs
Investment
Recommended minimum period that investor
should stay invested for getting good returns,
however, you can withdraw anytime.\
Horizon
 
Doubled
Time period this fund took
to double the invested money
Money
 
26.01

Returns

Annualized return per year since inception,
net of all fund charges.

since April 28th, 2014

0
Exit Load
Period after which
there is no penalty for withdrawal
after 1 Years

Fund Performance

Fund's historical return compared with Fixed Deposit
 
invested for
:   
3M
:   
6M
:   
1Y
:   
3Y
:   
5Y
3 and 6 Months returns are absolute

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time taken to Multiply
:   
2X
:   
4X
:   
5X

Top 5 holdings invested in

As on April 30th, 2018

Top 5 Sectors invested in

As on April 30th, 2018

Peer Comparison

Comparing returns for ₹ 1,00,000 invested 3 and 5 years back
   RankFund3 Yr Return5 Yr Return
1
Reliance Small Cap Fund - Growth₹ 1,54,443 (15.6%)₹ 4,25,640 (33.6%)
2
HDFC Small Cap Fund Growth₹ 1,59,769 (16.9%)₹ 2,77,817 (22.7%)
3
Mirae Asset Emerging Bluechip Growth₹ 1,51,913 (15%)₹ 3,74,384 (30.2%)
4
L&T Midcap Fund Growth₹ 1,50,649 (14.6%)₹ 3,50,698 (28.5%)
Not Ranked
Motilal Oswal Multicap 35 Fund - Regular Plan - Growth₹ 1,42,957 (12.7%) 

Fund's Detail Information

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.
Basic Details

Fund House

Motilal Oswal

Launch Date

April 28th, 2014

Expense Ratio
Amount deducted by the fund, per annum,
for managing the fund and paying commissions
to distributors.Lower the better

2.04%

Fund Category Risk

High

Fund Risk
Std Dev (1 Yr)

Std Dev (3 Yr)


11.1%
13.8%

Return Range

Fund Type

open Ended

Asset Size

13131Cr
Investment Details

Investment Plan

Growth

Return since Launch

26.01%

Minimum Investment

5,000

Minimum Addl Investment

1,000

Exit Load

1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)

Tax Impact

15% of profit if withdrawn before 1 year.
10% of profit in excess of ₹1 lakh if withdrawn after 1 year. Profit withdrawn up to 1 lakh in a financial year is exempt from income tax.
Contact Details

Fund Manager(s)

Gautam Roy

Tel. No.

+91 22 39804263

Fax No.

Website

www.mostshares.com and www.motilaloswal.com/assetmanagement/