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Jun 16, 2026


Category Equity
AUM (Cr.) 3,993.91
Exit Load (%) 0.00
Min Inv Lumpsum 500
Expense Ratio 3.24
Sharpe Ratio -1.13
Beta Ratio 0.00
Fund Manager Atul Mehra
Inception Date Jun 18, 2024
Risk Level Very High

Investment Objective

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.

Invest Now
NIFTY500 Multicap 50:25:25 Total Return Index Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Multi Cap Fund - Regular (IDCW) 5.15 -3.14 -2.36 0 0 14.21
Benchmark - NIFTY500 Multicap 50:25:25 Total Return Index 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS 2.77 1.38 2.73 16.19 14.32 12.86
Category Rank 2/5 4/5 4/5 3/5 5/5 5/5
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HDFC Multi Cap Fund (G) 18.4540 0.62 -2.26 14.50 0.00 19,557.57 1.77 100.00 invest
HDFC Multi Cap Fund (IDCW) 16.7170 0.62 -2.25 14.50 0.00 19,557.57 1.77 100.00 invest
Bandhan Multi Cap Fund (IDCW) 15.0700 0.57 0.99 14.24 0.00 2,877.02 3.46 1,000.00 invest
Bandhan Multi Cap Fund (G) 17.2840 0.56 0.99 14.24 0.00 2,877.02 3.46 1,000.00 invest
Samco Multi Cap Fund - Regular (G) 8.5000 -0.35 -12.01 0.00 0.00 247.74 3.00 5,000.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Shaily Engineer. May 31, 2026 248.79 6.07 13.47
Equity-CG Power & Ind May 31, 2026 188.94 4.61 12.80
Equity-Eternal May 31, 2026 187.94 4.59 1.44
Equity-ICICI Bank May 31, 2026 175.90 4.29 -0.55
Equity-Kalyan Jewellers May 31, 2026 173.84 4.24 -13.98
Equity-RBL Bank May 31, 2026 159.35 3.89 4.78
Equity-BSE May 31, 2026 153.82 3.76 31.63
Equity-Radico Khaitan May 31, 2026 151.19 3.69 2.79
Equity-Ellen.Indl.Gas May 31, 2026 133.44 3.26 -2.80
Equity-IndusInd Bank May 31, 2026 132.85 3.24 -0.19

latest news

SCHEME DETAILS

AMC Name
Motilal Oswal Mutual Fund
Fund Name
Motilal Oswal Multi Cap Fund - Regular (IDCW)
Contact Person
Atul Mehra
Registered Address
Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Telephone No
022-40548002 / 8108622222
Fax No.
022-30896884
Email
amc:motilaloswal.com
Website
www.motilaloswalmf.com