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

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

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Category: Equity: Multi Cap
Launch Date: 08-04-2014
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.74% As on (31-01-2021)
Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 11,369.5 Cr As on (31-01-2021)
Turn over: 40.00
NAV as on 05-03-2021

32.2006

-0.32 (-0.9795%)

CAGR Since Inception

18.69%

NIFTY 500 TRI 16.75%

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

Scheme Performance (%) Data as on - 05-03-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 22.82 7.13 14.66 - 18.69
NIFTY 500 TRI 38.52 12.52 16.67 12.46 16.75
Equity: Multi Cap 31.82 9.87 14.44 13.18 15.69

Yearly Performance (%)

Nav Movement

Fund Managers

Herin Visaria

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.

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

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

Riskometer

Key Performance and Risk Statistics of Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 15.06 1.46 5.07 0.96 - -
Equity: Multi Cap - - - - - -

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

Period
Data as on - 05-03-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 08-04-2014 22.82 13.91 7.13 14.66 0.0
Quant Active Fund-GROWTH OPTION 21-03-2001 62.24 29.66 18.22 19.81 15.47
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 37.03 23.16 13.52 0.0 0.0
BARODA MULTI CAP FUND - Plan A - Growth Option 12-09-2003 35.26 19.5 10.84 13.79 10.14
ICICI Prudential Multicap Fund - Growth 01-10-1994 33.15 14.22 10.48 14.53 13.0
Sundaram Equity Fund Regular Plan Growth Option 01-09-2019 30.16 0.0 0.0 0.0 0.0
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 29.2 15.14 7.95 16.07 13.91
Invesco India Multicap Fund - Growth Option 17-03-2008 28.71 18.17 8.9 14.57 16.89
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 28.59 11.14 8.23 12.64 13.32
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 28.3 18.27 9.4 14.08 13.99

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

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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Member Code: 32262
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ARN: 160300