Motilal Oswal Multicap 35 Fund-Dir(D)

Motilal Oswal Multicap 35 Fund-Dir(D)

AMC Name: Motilal Oswal Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 500 TRI
Fund Manager Herin Visaria
Fund Horizon OPEN
Inception Date 28-Apr-2014
Scheme AUM(CR) ` 13234.67
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 1/ ` 1
SIP Dates 1,7,14,21,28
Entry Load 1.00% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.
Exit Load 1.00% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.
Expense Ratio 0.96

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 3.69% 5.99%
3 Month 7.54% 9.36%
6 Month 6.45% 6.84%
1 Year 11.85% 10.82%
3 Year 11.32% 12.20%
5 Year 14.46% 8.79%
Since Inception 20.49% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others