Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option

(Erstwhile MOSt Focused Multicap 35-Regular Plan-Growth Option)
Fund House: Motilal Oswal Mutual Fund
Category: Equity: Multi Cap
Launch Date: 08-04-2014
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.83% As on (31-08-2020)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 11,031.85 Cr As on (30-09-2020)
Turn over: 40% | Exit Load: 1% for redemption within 15 days

25.9904

15.97%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
10x
FUND
2 Years 5 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Volatility 15.06
Sharp Ratio 1.46
Alpha 5.07
Beta 0.96
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 08-04-2014 -2.66 6.34 -0.2 7.57 -
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 22.68 17.28 12.61 13.85 -
Quant Active Fund-GROWTH OPTION 21-03-2001 20.15 14.47 10.41 12.0 9.99
PGIM India Diversified Equity Fund - Regular Plan - Growth Option 05-02-2015 18.38 15.34 6.97 9.11 -
UTI - Equity Fund-Growth Option 05-08-2005 12.19 12.05 8.79 9.24 10.92
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 9.31 12.55 7.83 9.34 10.01
Union Multi Cap Fund - Growth Option 10-06-2011 7.08 10.16 5.03 6.76 -
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 4.85 9.52 2.92 - -
HSBC Multi Cap Equity Fund - Growth 24-02-2004 3.87 4.84 -0.37 6.4 8.79
BARODA MULTI CAP FUND - Plan A - Growth Option 12-09-2003 3.49 6.83 0.3 5.47 5.87

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

0.05%

Others

0.05%

Large Cap

0.77%

Mid Cap

0.13%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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