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Motilal Oswal Multicap 35 Fund Direct-Growth rating rating rating rating rating

PB Recommended Equity Multi Cap

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

12.74%

3 Yrs CAGR returns

13.06%

5 Yrs CAGR returns

14.14%

NAV as on 25 Nov

₹ 28.53 by 0.37 ( 1.31%)

Expense ratio

0.94

Exit load

1%

Fund Size (Cr)

₹ 13634.94


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Performance Graph*
Returns Calculator
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If ₹1000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

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.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

riskometer
Top Holdings
Top 10 Sectors %
Financial 33.23
Technology 11.97
Automobile 9.87
Life Insurance 6.95
FMCG 6.81
Energy 6.65
Construction 6.04
Cons Durable 4.27
Health Care 3.48
General Insurance 3.22
Top 10 Sectors %
Banking 10.46
Life Insurance 6.95
Banking 6.81
Infrastructure 6.04
Computer Software 5.74
Cars & Multi Utility Vehicles 5.59
Hire Purchase 5.42
Housing Finance 5.21
Computer Software 4.46
Two & Three Wheelers 4.28
Fund house details
Fund House Motilal Oswal Mutual Fund
Fund Manager Herin Visaria
Fund Setup Date 07 Apr 2014
Address Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi,
Contact 022- 39804238, 1800-200-6626
Email ID mfservice@motilaloswal.com
More About This Fund

What is Motilal Oswal Multicap 35 Fund?

Motilal Oswal Multicap 35 Mutual Fund is an open ended scheme that invests in large cap, mid cap and small cap stocks. Benchmarked against NIFTY 500 TRI, the scheme follows a focused strategy, investing 80% of its assets in large caps. The fund has an investment objective of achieving long term capital appreciation by investing in a maximum of 35 equity and equity related instruments across sectors and market capitalization levels. 

Mr. Akash Singhania currently manages the fund. A CA and CS by profession, Mr. Singhania holds a degree in B.Com Honors and PGDBM from IIM Lucknow. Before joining, this fund, Mr. Akash Singhania was associated with PGIM India as Fund Manager, and ICICI Prudential Asset Management Co. Ltd. as Research Analyst.

Who Should Invest?

  • Investors who are looking to invest for at least 5 years in exchange for higher returns
  • Given the risk involved, investors willing to invest in this fund should be ready for the possibility of moderate losses in their investments
  • The fund is suitable for investors who wish to create wealth over a long period of time

What You Could Gain?

  • Following its historical returns, the fund has consistently beaten its benchmark since its inception in April 2014
  • Recording a beta of 0.88%, the fund performed better than the market even in its worst period

What You Could Lose?

  • There is a moderately high level of risk involved in the fund
  • An exit load of 1% is charged if the units are redeemed on or before 15 days of allotment. However, the investors can withdraw upto 12% of original investment cost within 1 year with no exit load. In case the amount withdrawn is beyond 12%, then the exit load to be paid is 1%

Taxation- How Will They be Taxed?

The returns generated from investments made in this fund will be be eligible for Short Term Capital Gains Tax at 15% if redeemed before a year. However, after 1 year, you will be liable to pay Long Term Capital Gains Tax of 10% on returns of more than Rs. 1 lakh in a financial year.

How to Invest in Motilal Oswal Multicap 35 Fund?

  • Sign Up/Sign in to Paisabazaar.com and go to ‘Direct Mutual Funds’
  • Click on the section of ‘Equity Funds’
  • Type and search directly by the name of Motilal Oswal Multicap 35 Fund Direct Growth. Once it opens up, look at the details. You can also compare similar funds as well as use SIP Calculator or Lumpsum Calculator to estimate the future value of your investment
  • Click on ‘Invest Now’, select either Lump sum or SIP

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FAQs

Q. What are multi cap funds?
A. Multi cap funds are diversified mutual funds that invest in stocks across market capitalization.The portfolio of these funds have large cap, mid cap and small cap stocks.

Q. Does Motilal Oswal Multicap 35 Fund come under Section 80C or offers tax benefits?
A. No, this fund does not offer any tax benefits under Section 80C of the Income Tax Act. 

Q. What is Exit Load? Is there any Exit load of Motilal Oswal Multicap 35 Fund?
A. Exit Load is the fee charged from an investor when he decides to quit the scheme and redeem his money. Generally, there is some penalty charged only if funds are redeemed in less than 365 days, otherwise there are usually no charges. The fund has an exit load of 1% if the units are redeemed on or before 15 days of allotment.

Q. What is Expense Ratio? Is there any Expense Ratio of Motilal Oswal Multicap 35 Fund?
A. It is the fee charged from the investor for managing his fund money and allocating it to the stocks that can help him earn returns. The fund has an expense ratio of 0.96%.

Q. What is the lock-in period of Motilal Oswal Multicap 35 Fund?
A. There is no lock-in period for the scheme.