Money Lancer
Equity: Multi Cap
Motilal Oswal Mutual Fund
Motilal Oswal Mutual Fund · Equity: Multi Cap

Motilal Oswal Multi Cap Fund Regular Plan Growth

To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies. However, there can be no assurance that the investment objective of the scheme will be realized.

Benchmark · NIFTY500 MULTICAP 50:25:25 TRITER · 3.24%Inception · 18-06-2024
NAV
12.49
+1.48% · as of 14-05-2026
Since inception
11.00%
CAGR
Benchmark (inception)
15.44%
CAGR
Fund size
₹40 Cr
AUM
Expense ratio
3.24%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +11.00% CAGR vs benchmark +15.44%.

Portfolio

Where the money is invested

Top holdings

KALYAN JEWELLERS INDIA LIMITED EQ6.02%
Net Receivables / (Payables)6.02%
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.44%
Shaily Engineering Plastics Limited5.37%
ZOMATO LIMITED EQ5.24%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.83%
Coforge Limited4.78%
Persistent Systems Ltd3.99%
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/-3.86%
HEALTHCARE GLOBAL ENTERPRISES LTD EQ3.60%

Sector allocation

Financial Services27.86%
Capital Goods12.73%
Consumer Durables10.45%
Information Technology9.84%
Chemicals6.60%
Consumer Services5.24%
Healthcare4.89%
Telecommunication3.57%
Automobile and Auto Components3.50%
Fast Moving Consumer Goods3.07%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 11.0% p.a.
₹10,000
10 years
Projected value
₹21,89,873
Invested: ₹12,00,000
Gained: ₹9,89,873
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Atul Mehra, Mr. Sandeep Jain, Mr. Bhalchandra Shinde, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152650
ISIN (Growth)
INF247L01CO2
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

Other Equity: Multi Cap funds

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