Motilal Oswal Multi Cap Fund Direct - Growth
NAV as of Sep 05, 2025
14.04-0.44%
- Growth - Direct
(Earn upto 1.27% Extra Returns with Direct Plan)
Fund Category:
Equity: Multi Cap
Expense Ratio:
0.60%(0.60% Category
average)Fund Size:
Rs. 4,130.34 Cr(2.00% of Investment in Category)
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Motilal Oswal Multi Cap Fund Direct - Growth
NAV as of Sep 05, 2025
14.04-0.44%
Expense Ratio:
0.60%
Fund Size:
Rs. 4,130.34 Cr
Fund Category:
Equity: Multi Cap
Motilal Oswal Multi Cap Fund Direct - Growth Fund Key Highlights
Fund Key Highlights not available for this fund
Motilal Oswal Multi Cap Fund Direct - Growth Returns
Trailing Returns
Rolling Returns
Discrete Period
SIP Returns
1M 3M 6M 1Y 3Y 5Y Annualized Returns 1.29 4.06 16.27 16.23 - - Category Avg 0.36 0.46 14.45 -2.80 18.43 - Rank within Category 6 1 15 1 - - No. of funds within Category 39 38 37 30 14 - - Loading...
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Return Comparison
- This Fund
- BenchmarkNifty 500 Multicap 50:25:25 Total Return Index
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- Nifty 50
- 1M
- 3M
- 6M
- 1Y
- 5Y
Motilal Oswal Multi Cap Fund Direct - Growth Fund Details
Investment Objective - The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of large, mid and small cap companies.
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | Jun 18, 2024 |
| Benchmark | Nifty 500 Multicap 50:25:25 Total Return Index |
| Return Since Launch | 32.14% |
| Riskometer | Very High |
| Type | Open-ended |
| Risk Grade | - |
| Return Grade | - |
Motilal Oswal Multi Cap Fund Direct - Growth Investment Details
| Minimum Investment (Rs.) | 500.00 |
| Minimum Additional Investment (Rs.) | 500.00 |
| Minimum SIP Investment (Rs.) | 500.00 |
| Minimum Withdrawal (Rs.) | 500.00 |
| Exit Load Exit load of 1%, if redeemed within 365 days. | |
Portfolio Allocation
Asset Allocation
Asset Allocation History
Sector Allocation
Market Cap Allocation
Concentration & Valuation Analysis
| JUL 2025 | JUN 2025 | MAY 2025 | APR 2025 | MAR 2025 | FEB 2025 | |
|---|---|---|---|---|---|---|
| Number of Holdings | 19 | 21 | 27 | 24 | 23 | 23 |
| Top 5 Company Holdings | 42.19% | 44.67% | 44.56% | 43.77% | 41.08% | 39.91% |
| Top 10 Company Holdings | 73.94% | 72.21% | 70.33% | 70.95% | 65.43% | 65.42% |
| Company with Highest Exposure | Coforge (9.16%) | Coforge (10.85%) | Coforge (10.01%) | Coforge (10.0%) | Shaily Eng Plastics (9.16%) | Coforge (8.45%) |
| Number of Sectors | 8 | 8 | 10 | 10 | 10 | 11 |
| Top 3 Sector Holdings | 56.77% | 58.51% | 45.55% | 50.27% | 45.51% | 45.34% |
| Top 5 Sector Holdings | 75.28% | 74.67% | 64.2% | 68.25% | 62.25% | 63.42% |
| Sector with Highest Exposure | Capital Goods (27.99%) | Capital Goods (30.26%) | Capital Goods (18.8%) | Capital Goods (23.73%) | Capital Goods (22.59%) | Capital Goods (21.81%) |
Top Stock Holdings
Sector Holdings in MF
Company Sector Assest(%) P/E EPS-TTM(₹) RETURN 1 YR(%) Coforge Technology 9.16 55.80 29.79 25.16 Ellenbarrie Industrial Gases Chemicals 8.48 - - - Kalyan Jewellers India Consumer Discretionary 8.28 65.17 7.76 -22.56 Dixon Technologies (India) Capital Goods 8.15 91.75 196.24 48.00 Persistent Systems Technology 8.12 51.61 97.10 -1.12 Shaily Eng Plastics Materials 7.23 87.52 25.42 118.56 Polycab India Capital Goods 6.61 49.74 147.25 9.17 CG Power Capital Goods 6.42 117.20 6.37 9.32 Trent Services 6.07 119.31 44.55 -22.17 Eternal Services 5.42 1063.96 0.31 26.62
Peer Comparison
Cumulative Returns
SIP returns
Discrete Returns
Quant Measures
Asset Allocation
Scheme Name NAV(Rs./Unit) Scheme Rating AUM(Rs. Cr) 1M 1Y 3Y 5Y Motilal Oswal Multi Cap Fund Direct - Growth 14.04 Unrated 4,130.34 1.29 16.23 - - Nippon India Multi Cap Fund Direct-Growth 329.43 45,881.41 0.85 0.48 23.46 30.46 HDFC Multi Cap Fund Direct - Growth 19.63 18,335.56 0.95 -4.17 22.11 - Axis Multicap Fund Direct-Growth 18.67 8,291.80 0.76 - 23.19 - ICICI Prudential Multicap Fund Direct Plan-Growth 875.31 15,523.25 -0.22 -3.44 20.57 24.84
Risk Ratios
Ratios are calculated using the calendar month returns for the last 3 years
Risk Ratio data not available for this fund
Motilal Oswal Mutual Fund News
- Motilal Oswal Mutual Fund: Coforge and Trent among top 10 stock holdings in July
- Motilal Oswal Mutual Fund joins ONDC, appoints Cybrilla as service provide
- India’s mutual fund industry clocks 7X growth in 10 years, equity funds garner Rs 86K crore in inflows: Motilal Oswal Mutual Fund Study
- Market timing has little impact on SIP returns: Motilal Oswal MF study
Fund Manager
- A.K.Ajay KhandelwalSince May 202413 schemes
- N.S.Niket ShahSince May 20248 schemes
- R.S.Rakesh ShettySince May 202444 schemes
- A.M.Atul MehraSince May 202413 schemes
Mr. Khandelwal is MBA & Bachelor of Engineering. Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
Mr. Shah is a MBA in Finance Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.
Scheme Name Category Nav(Rs./Unit) Scheme Rating Asset(Rs. Cr) 1Y Motilal Oswal Midcap Fund Direct-Growth Mid Cap 119.35 33,608.53 1.55 Motilal Oswal Flexi Cap Fund Direct-Growth Flexi Cap 69.15 13,726.64 4.45 Motilal Oswal Innovation Opportunities Fund Direct-Growth Thematic 13.00 Unrated 283.72 - Motilal Oswal Arbitrage Fund Direct-Growth Arbitrage 10.53 Unrated 869.21 - Motilal Oswal Digital India Fund Direct-Growth Sectoral-Technology 10.40 Unrated 819.26 - Motilal Oswal Business Cycle Fund Direct-Growth Thematic 13.01 Unrated 1,949.73 20.74 Motilal Oswal Large Cap Fund Direct - Growth Large Cap 14.06 Unrated 2,636.51 8.73 Motilal Oswal Small Cap Fund Direct - Growth Small Cap 14.12 Unrated 5,294.30 2.76 Mr. Shetty has done B.Com Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd
More Motilal Oswal Mutual Fund
| Scheme Name | Rating | Asset Size(Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-Growth | 33,608.53 | 1.36 | 3.86 | 14.68 | 1.55 | 28.93 | |
| Motilal Oswal Flexi Cap Fund Direct-Growth | 13,726.64 | 0.25 | 3.93 | 14.14 | 4.45 | 23.40 | |
| Motilal Oswal Large and Midcap Fund Direct - Growth | 12,427.89 | -0.52 | -0.83 | 22.57 | 3.78 | 28.34 | |
| Motilal Oswal Nasdaq 100 FOF Direct - Growth | 5,774.62 | 1.11 | 13.19 | 11.21 | 30.07 | 28.61 | |
| Motilal Oswal Small Cap Fund Direct - Growth | 5,294.30 | 0.17 | 0.00 | 15.71 | 2.76 | - | |
| Motilal Oswal ELSS Tax Saver Fund Direct-Growth | 4,401.97 | -1.64 | -2.35 | 19.61 | -2.27 | 25.70 | |
| Motilal Oswal Multi Cap Fund Direct - Growth | 4,130.34 | 1.29 | 4.06 | 16.27 | 16.23 | - | |
| Motilal Oswal S&P 500 Index Fund Direct - Growth | 3,822.57 | 3.54 | 12.30 | 12.57 | 23.97 | 22.72 | |
| Motilal Oswal Nifty India Defence Index Fund Direct-Growth | 3,495.93 | -4.43 | -17.11 | 37.13 | 7.78 | - | |
| Motilal Oswal Large Cap Fund Direct - Growth | 2,636.51 | 0.36 | 1.84 | 13.32 | 8.73 | - |
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About Fund
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